About Us

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Our Story

Investing has never been more important in supporting the financial futures of American families – yet many in rural and regional communities do not get the focused guidance they need. We believe that an exceptional community requires a partner that helps protect its interests and understands the experiences of those that help power this country and make it special.

This is where Homestead Funds truly makes a difference.

We are a mutual fund manager with roots in rural America, originally formed over 30 years ago to invest on behalf of community electric cooperatives and their employees. Across market cycles, our firm has grown in size and scope, gaining recognition through our array of mutual funds, but we have never lost sight of who we serve or the way in which we serve them.

At Homestead, our values are aligned, and our objectives are clear. We strive to harness the ideals of integrity, commitment and collaboration to develop personalized investment strategies, while giving our partners the resources, education and support needed to build the bright financial futures they deserve.

 Team

 Investor’s Guide (Company Overview)

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Why Work with Us?

Committed to Our Communities

Our origins are an essential aspect of our identity. They inform and guide our way of doing business, with every decision based on what is best for our communities and cooperatives

Partners in Perspective

We are not Wall Street. We view investing from the perspective of those we serve, allowing us to create strategies that are truly aligned with our peers and partners and support driven by deeper understanding

Investing Made Simple

Serving your best interests means simplifying the investment process. We work hard to remove complexity from the experience to provide easily accessible, high-quality investments
Individuals
Cooperative Management
Financial Professionals

Our History

Click on a date to view historical events


  • 1990

    November 19, 1990: Inspired by the cooperative spirit, we launched our first two mutual funds.

  • 1991

    November 5, 1991: The Short-Term Bond Fund began operations.

  • 1995

    May 1, 1995: Added the Short-Term Government Securities Fund to our lineup

  • 1998

    March 4, 1998: Launch of the Small-Company Stock Fund.

  • 2001

    January 22, 2001: Launch of International Equity Fund and Growth Fund.

  • 2006

    Hit the $1 billion mark in assets under management.

  • 2013

    Surpassed $2 billion in assets under management. Brand refresh and expanded website and document formats.

  • 2018

    March 1, 2018: Homestead Fund's Prabha Carpenter joins the 100 Women in Finance and is included in the group’s female fund manager listing.

  • 2019

    May 1, 2019: Homestead Funds launched the Intermediate Bond Fund.

    October 1, 2019: We created the Employer-Sponsored Savings Program as a way for employers to encourage employees to save.

  • 2020

    March 16, 2020: Homestead Funds successfully deployed its business continuity plan in response to COVID-19.

  • 2021

    May 1, 2021: Homestead Funds launched the Rural America Growth & Income Fund.

    December 4, 2021: Homestead partnered with a new recordkeeping agent and refreshed our brand and website.