2022 Q4 Market Review — Inflation Turns a Corner
Stocks and bonds both delivered positive returns in the fourth quarter, breaking thei…
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
$2.4b
Assets Under Management (as of December 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 Q4 Homestead Horizons: Budgeting Is Back
Budgeting may not be a focus when times are good; when markets are up, inflation is l…
Investing in Changing Times
Many of our clients are asking: How do we navigate in the volatile markets we have ex…
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2022 Q4 Market Review — Inflation Turns a Corner
Stocks and bonds both delivered positive returns in the fourth quarter, breaking their three-quarter streak of losses.
Homestead Funds Announces Retirement of Prabha Carpenter
Fund leadership to continue under head of equity investments Jim Polk.