2021 Q4 U.S. Economic Outlook: A Focus on Rural America
In this issue, we examine how the recently passed bipartisan infrastructure bill migh…
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
$2.8b
Assets Under Management (as of December 31, 2021)
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.
Funds
Our funds are designed to offer our investors, cooperatives and advisors a full suite of solutions for every situation, risk level and life goal.
Our FundsResources 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, find the right solutions for every stage in life and develop a comprehensive plan for your financial journey.
Guidance Center
2021 Year-End Distributions
Homestead Funds paid income and/or capital gain spillback distributions on December 1…
Q4 2021 Horizons Newsletter: Who Gets Financial Guidance (and Who Doesn’t)
Homestead Funds shareholders have access to many sources of information and guidance …
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