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.

Accessible

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.

Affordable

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

Six Reasons Why Investing in the U.S. Can Be A Ballast in Times of Volatility

Investments in U.S.-based companies, through both stocks and bonds, provide a number …

2022 1Q Market Review — The Heat Is On

Stocks and bonds both posted negative performance in the first quarter of 2022. Read …

Profiled in Barron’s: Homestead Funds’ active value strategy

The fund and co-managers Prabha Carpenter and Jim Polk were recently profiled in Barr…

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Please do not email sensitive data such as your account number or Social Security Number. We cannot act on login reset, transaction or maintenance requests sent using this form. Requests must either be phoned, faxed or mailed. Please call us at 800.258.3030 and choose option 1 for more information on how you can submit your specific request.