Q1 2022 Market Update Webinar: The Heat Is On
Hear from our portfolio managers as they present their market review and outlook for …
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
30+
Years Investing
$2.7b
Assets Under Management (as of March 31, 2022)
350+
Co-op Partnerships
13k+
Investors
The Homestead Difference
Aligned
Our community origins create client alignment through a common perspective, ensuring advice and solutions driven by your interests.
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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.
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We provide value in many ways, working hard to keep costs down to ensure your hard-earned money is always working for you.
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Our funds are designed to offer our investors, cooperatives and advisors a full suite of solutions for every situation, risk level and life goal.
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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
2022 1Q Market Review — The Heat Is On
Stocks and bonds both posted negative performance in the first quarter of 2022. Read …
Investment Insights Webinar: Capital Allocation Decisions in Volatile Markets
Listen to Homestead Funds' CEO, head of equity investments and head of fixed-income i…
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