2024 Q2 Market Review — Mixed Performance for Both Stocks and Bonds
The second quarter delivered mixed performance for investments. Large-cap growth stoc…
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
$2.6b
Assets Under Management (as of June 30, 2024)
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
2024 Q3 Homestead Horizons: Money Smarts at the Holidays
In this issue, we consider some of the financial factors at work around the holidays.…
Annual Report (with Fund Holdings) — December 31, 2023
The financial markets gave us a taste of everything in 2023. Stocks and bonds were up…
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Investing for a Brighter Future
Deferred Compensation
Barron's Profiles Homestead Value Fund's Long-Term Success
Economic Update: The Federal Reserve Pivots
Head of fixed-income investments, Mauricio Agudelo, and head of equity investments, Jim Polk, offer their perspective on the Federal Reserve’s recent rate cut.