• Welcoming Investors, Big and Small

    Homestead Funds’ low account minimums and transparent pricing structure (no loads, no transaction fees) make it easy to get started.
  • The Value of Client-Focused Guidance

    We’re here when investors find it hard to stay the course. Perhaps emotions are clouding your decisions or you need help setting expectations for future outcomes.
  • Right at Home in the Co-Operative Community

    Our capabilities extend beyond retail investment options. Cooperatives also look to us for help with corporate, trust and deferred compensation plan accounts.

Latest News & Commentary

  • Homestead Fund Makes Quarterly “Category Kings” Ranking

    Homestead’s Growth Fund appeared in the “Category Kings” section of The Wall Street Journal for the period ending June 30, 2017. The top ten funds appear in each category and are ranked according to one-year returns. The Growth Fund was ranked #3 for the one-year period in the Large Cap Growth category out of 665 […]

    Performance Summary — 3Q 2017

    Our portfolio managers and analysts oversee an array of eight funds designed to accommodate a wide variety of goals, from conservative income to aggressive growth. View the funds’ most recent quarterly performance.

  • Homestead Funds 2017 Semi-Annual Report

    The first half of the year brought continued signs of improving economic activity in the U.S. and abroad, including further declines in the unemployment rate and slow but steady increases in gross domestic product. Please read the report for more on our portfolio managers’ strategies and the impact of their decisions on fund performance.

    Manager Commentary — 2Q 2017

    Stock markets continued their upward trajectory in the second quarter. Shares rallied on strong earnings reports and seemed unfazed by increasing political uncertainty, which clouds the outlook for tax reform and other pro-growth initiatives.

  • Kiplinger’s Personal Finance: 25 Favorite No-Load Mutual Funds

    Homestead’s Small-Company Stock Fund was again included on Kiplinger’s list of the magazine’s favorite actively managed no-load mutual funds. The fund has been named to the list every year since 2012. The editors at Kiplinger’s favor funds run by tenured managers who take a long view and have proved themselves by having solid long-term records. […]

    Is the Stock Market Overpriced? – Horizons Quarterly Newsletter

    Stocks have continued to set record highs in 2017, generating plenty of discussion about overheating, market bubbles and peaks. Are stocks drifting into overpriced territory, or could these lofty prices be justified?

  • Find Us on Facebook

    Homestead Funds has begun posting content regularly to this social media channel. While you’re online, visit, like or leave us a comment. We look forward to connecting with you!

    Planning for the Knowns and Unknowns of Retirement

    We sat down with two of our financial planners to talk through the tools and services most important for managing accounts in retirement.

Investing Basics

  • Compound Interest

    Investing doesn’t require great wealth or complicated strategies. You just need to put today’s dollars – even small amounts – where time and compounding interest can help them grow.

  • Investing Affordably

    For some things you buy, if you pay more, you get more. But paying more for a mutual fund may mean you get less. Here's why.

  • Managing Volatility

    Financial market volatility – real or anticipated – is often accompanied by a strong emotional reaction. The simple reason: you’re human.

Homestead Funds was created in 1990 to give National Rural Electric Cooperative Association members a convenient way to obtain professional and affordable money management. The funds are also open to investors outside of the cooperative community.

  • 25+
  • 8
    mutual funds
  • $3.3
    billion in assets
    as of 9/30/17