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
Years Investing
Assets Under Management (as of September 29, 2023)
Co-op Partnerships

The Homestead Difference


Our community origins create client alignment through a common perspective, ensuring advice and solutions driven by your interests.


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.


We provide value in many ways, working hard to keep costs down to ensure your hard-earned money is always working for you.

Resources 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

2023 Q3 Market Review — Rising Rates Pause the Market Rally

The market rally paused in the third quarter, as rising interest rates drove losses a…

2023 Q3 Homestead Horizons: Is America Ready to Retire?

In this issue, we look at the two phases of retirement and how those might change you…

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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