Homestead’s Value Fund was included in the recent Barron’s story “The Best Mutual Funds You’ve Never Heard Of.” The article is a short list of funds with solid long-term performance track records run by boutique firms. One thing that makes Homestead Funds unique is our relationship to the National Rural Electric Cooperative Association. As portfolio manager Prabha Carpenter explains, “The co-op spirit imbues the fund.”
Past performance does not guarantee future results. Investing in mutual funds involves risk, including the possible loss of principal. Equity securities generally have greater price volatility than fixed-income securities and are subject to issuer risk and market risk. Value stocks are subject to the risk that returns on stocks within the style category will trail returns of stocks representing other styles or the market overall.