Years
Investing
Investing Basics
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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.
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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.
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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.
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25+
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8No-load
mutual funds -
$3.3billion in assets
as of 3/31/18
Latest News & Commentary
Performance Summary — 1Q 2018
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.
Kiplinger’s 25 Favorite No-Load Mutual Funds
Homestead’s Small-Company Stock Fund was again included on Kiplinger’s list of the magazine’s favorite actively managed no-load mutual funds. The fund has been named to the list every year since 2012. The editors at Kiplinger’s favor funds run by tenured managers who take a long view and have proved themselves by having solid long-term records. […]
Saving and Investing are Different
You might see the terms “saving” and “investing” used interchangeably, and while they’re both steps in the wealth accumulation process, they’re really very different disciplines.
Adjusting Inputs to Navigate a New Course – Horizons Quarterly Newsletter
With equity valuations high and bond yields low, investors are parsing the latest news and economic data for hints to the future. How substantially different will the financial markets be in the coming months and years, and how quickly will new trends materialize?
Homestead Funds 2017 Annual Report
The Standard & Poor’s 500 Stock Index notched a “perfect year” in 2017, meaning that it posted a positive return in each of the 12months. Please read the report for more on our portfolio managers’ strategies and the impact of their decisions on fund performance.
Manager Commentary — 4Q 2017
Amid a backdrop of solid economic numbers and rising hopes for enactment of tax reform, stocks enjoyed substantial gains during the fourth quarter.
Kiplinger’s Personal Finance: 5 “Unloved” Value Funds to Consider Buying Now
Homestead’s Value Fund was included on Kiplinger’s list of “unloved” value funds to consider buying now. Value strategies tended to lag growth approaches in 2017, but the magazine suggests that investors should keep value funds in their sights as periods of relative over (and under) performance rotate. In determining funds for this list, Kiplinger’s considered […]
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.