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
Years Investing
Assets Under Management (as of March 31, 2024)
Co-op Partnerships

The Homestead Difference


Our community origins create client alignment through a common perspective, ensuring advice and solutions driven by your interests.


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.


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

2024 Q2 Homestead Horizons: Don’t Let the Election Sway Your Investment Plans

In this issue, we put the relationship between presidents and markets under the micro…

2024 Q1 Market Review — Record Highs for Stocks as Economic Strength Continues

2024 started with a strong quarter for stocks, driving many to new record highs. Bond…

Annual Report (with Fund Holdings) — December 31, 2023

The financial markets gave us a taste of everything in 2023. Stocks and bonds were up…


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