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. […]
Money stories are a powerful force behind our money habits. These stories are the internal dialogue behind our financial decisions. Without realizing it, they insert themselves into our thinking. They may be good stories or bad, and they may be true or untrue, but these stories shape our perspectives on wealth, status and self-worth.
The symmetrical shape of our logo suggests a quilt pattern, evoking the familial values we share with our community. See how our logo tells the story of our heritage.
Three Homestead Funds will be paying income and/or capital gain spillback distributions at the end of June. A spillback distribution represents ordinary income and/or capital gain from the previous fiscal year that was not distributed by the end of that year.
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.
The Department of Labor’s Conflict of Interest Rule is set to become effective on June 9, 2017. Homestead Funds’ CEO explains what this means for our investors.
Our emotions can sabotage our good intentions when it comes to making investment decisions. CFP® Raymond Scott offers tips for taking the emotions out of your financial actions.
We sat down with two of our financial planners to talk through the tools and services most important for managing accounts in retirement.
Stocks have been setting new record highs and the U.S. stock market has been trending up for eight years, the second-longest period on record. But interest rates are poised for further hikes, and global politics seem loaded with event risk. Where to from here? Is there room for more gains, or are the risks piling […]
Broad U.S. equity market indexes rose in the first quarter, touching record highs before pulling back slightly at quarter-end..
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.