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.
Performance Summary — 2019 Q3
View fund performance relative to the benchmark index for the most recent quarter. See the latest Market Review for details on the investment backdrop and manager’s approach.
A Generational View to Investing — Horizons Newsletter
In this issue, we take a broad view of the generations we serve. We look at shifting attitudes about major things such as family, work and education.
2019 2Q Market Review
Stocks rallied, bringing year-to-date returns well into the double digits for most major indexes. Bonds also rallied, riding a tailwind of falling interest rates.
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.”
WSJ: Employers Help Workers Build Household-Emergency Funds
“There is growing recognition on the part of employers that people cannot save for retirement if they don’t also save for emergencies and figure out a way to pay down debt.”
Homestead Launches New Bond Fund
Find out more about the Intermediate Bond Fund, which began operations on May 1, 2019.