Amid a backdrop of solid economic numbers and rising hopes for enactment of tax reform, stocks enjoyed substantial gains during the fourth quarter.
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.
Based on feedback from investors like you, we’ve made some exciting enhancements to the shareholder section of the homesteadfunds.com website. Shareholders will now be able to open new accounts, create or update bank instructions, and set up automatic transactions online. In addition, the site will feature easier, more intuitive navigation, and a cleaner look that […]
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 […]
Homestead’s Value and Growth Funds appeared in the “Category Kings” section of The Wall Street Journal. The top ten funds in each category were listed and ranked according to their year-to-date total returns for the period ending October 31, 2017. The Value Fund was ranked #7 in the Multicap Value category out of 375 funds. […]
Homestead’s Growth Fund appeared in the “Category Kings” section of The Wall Street Journal for the period ending June 30, 2017. The top ten funds appear in each category and are ranked according to one-year returns. The Growth Fund was ranked #3 for the one-year period in the Large Cap Growth category out of 665 […]
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.
Here at Homestead Funds, we often champion the message that financial stability is a cumulative process. Start early, take little steps to save and build your investments and be consistent — it all adds up.
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.
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.
Financial market volatility – real or anticipated – is often accompanied by a strong emotional reaction. The simple reason: you’re human.