Empowering Your Financial Future

Straightforward Investing for Every Goal and Life Stage

You’re not a greenhorn when it comes to money, but you don’t live on Wall Street either. Wouldn’t it be better to invest with a firm that understands the value of keeping things simple?  

Homestead Funds was created in 1990 by the National Rural Electric Cooperative Association (NRECA) to serve the financial needs of rural electric cooperatives, their employees and their families. But while Homestead has grown up around co-op values — integrity, self-reliance and long-term relationships — our funds are available to all investors and advisors.

Decisions about money can be challenging. We seek to simplify them. With the education and guidance we offer, you can use our nine diversified mutual funds to design an intelligent, clear-cut strategy to meet your goals.

Pick Your Path
Latest Homestead News

Tips on Navigating Market Volatility (03/20/2020)

The sharp rise and sudden fall of the market can feel like sailing in rough seas, and staying the course with your savings plan may feel like your financial goals are at risk. You may be thinking, should I sell all my investments? Is it too late?

Family Ties — Horizons Newsletter

In this issue, we take a look at family ties, financially. We consider what factors go into making people good savers and look at the steps you can take to help others get into good money habits, too. Our certified financial planners share stories about their own financial roots. We also uncover some interesting numbers about how money works in the typical American family.

2020 Economic Outlook: A Focus on Rural America

Authors examine a number of issues of particular importance to rural electric co-ops, considering the economic implications for communities and the broader U.S. economy and market.

The Secret is Out (But Homestead Investors Already Know)

Homestead’s Growth Fund was recently profiled in the Investor’s Business Daily article “Leading Growth Stocks Drive This Hush-Hush Mutual Fund’s Outperformance.” Homestead Funds might not be a household name yet, but IBD recognized this fund’s portfolio management team’s ability to pick top-performing growth stocks.

IRAs: A Flexible Tool for Life’s Goals

IRAs can be used for many purposes. Setting up an IRA account can be a flexible way to plan for the future.

Barron’s: The Best Mutual Funds You’ve Never Heard Of

Homestead’s Value Fund was one of five funds acknowledged for its “terrific track record and thoughtful, skilled managers.”