• 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

  • Two Homestead Funds Make Quarterly “Category Kings” Ranking

    Homestead’s Value and Growth Funds appeared in the “Category Kings” section of The Wall Street Journal. The top ten funds in each category were listed and ranked according to their year-to-date total returns for the period ending October 31, 2017. The Value Fund was ranked #7 in the Multicap Value category out of 375 funds. […]

    Estimated Year-End Distributions

    Homestead Funds will be paying year-end income and/or capital gain distributions on December 18, 2017. We are providing you with information regarding the expected distribution dates and estimated rates for your planning purposes.

  • Change to Timing of Year-End Distributions

    Beginning in 2017, any year-end distributions of dividends and capital gains will be made in mid-December, instead of the last business day of the year. This year’s distribution date will be December 18. For investors who reinvest distributions, the earlier distribution date ensures that any shares purchased are reflected in your account before the end […]

    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.

    Manager Commentary—3Q 2017

    Stock markets continued to rally in the third quarter. Signs of broad-based global growth supported stocks, and company reports of sales and earnings were generally better than expected.

  • Five Steps to Stop Stressing About Retirement Savings

    Lowering your expenses not only frees up money to save, it also establishes lower ongoing expenses — which means your nest egg will actually last longer.

    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?

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