Six Reasons Why Investing in the U.S. Can Be A Ballast in Times of Volatility
Investments in U.S.-based companies, through both stocks and bonds, provide a number …
Investing for a Brighter Future
Mutual Funds Built for Individuals, Communities and Cooperatives
We are Homestead Funds, an established and trusted mutual fund manager, empowering cooperatives, families and advisors with education, access and opportunity through straightforward investment planning and partnership.
About Us
30+
Years Investing
$2.7b
Assets Under Management (as of March 31, 2022)
350+
Co-op Partnerships
13k+
Investors
The Homestead Difference
Aligned
Our community origins create client alignment through a common perspective, ensuring advice and solutions driven by your interests.
Accessible
With a mission to serve, we are here to offer an attentive ear and provide a helping hand, so you are confident and well taken care of.
Affordable
We provide value in many ways, working hard to keep costs down to ensure your hard-earned money is always working for you.
Funds
Our funds are designed to offer our investors, cooperatives and advisors a full suite of solutions for every situation, risk level and life goal.
Our FundsResources and Education
Our Guidance Center is your key to unlocking a life plan that helps meet your financial goals and objectives. We are here to answer your investment questions, help define goals and develop a comprehensive plan for your financial journey.
Guidance Center
2022 1Q Market Review — The Heat Is On
Stocks and bonds both posted negative performance in the first quarter of 2022. Read …
Profiled in Barron’s: Homestead Funds’ active value strategy
The fund and co-managers Prabha Carpenter and Jim Polk were recently profiled in Barr…
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