- Education Savings Account (ESA) Application
- Entity Account Application
- Estate Account Application
- IRA Account Application
- Individual or Joint Account Application
- Short-Term Incentive and Retention Program for Employees Application
- Trust Account Application
- Uniform Gift/Transfer to Minor (UGMA/UTMA) Account Application
- 2024 Q1 Market Review — Record Highs for Stocks as Economic Strength Continues
- 2024 Q1 Homestead Horizons: Individual retirement arrangement — doesn’t that sound sophisticated?
- 2023 Q4 Market Review — Markets Deliver a Strong Finish for 2023
- Our Perspectives: Is It Time to Revisit Fixed-Income Investing?
- 2023 Q4 Homestead Horizons: Investing for All Times
- 2023 Q3 Market Review — Rising Rates Pause the Market Rally
- 2023 Q3 Homestead Horizons: Is America Ready to Retire?
- 2023 Q2 Market Review — Rally Continues, Led by Tech Excitement
- 2023 Q2 Homestead Horizons: Starting Off on the Right Foot
- Our Perspectives: Six Reasons Why Investing in the U.S. Can Be A Ballast in Times of Volatility
- Our Perspectives: Navigating a New Year Our Outlook for 2021
- Our Perspectives: Value Investing Returns to Favor. We’ve Been There All Along.
- Our Perspectives: A Few Thoughts to Help Investors Deal With Post-Election Uncertainty
- 2021 Second Quarter U.S. Economic Outlook
- Our Perspectives: Consistency and Collaboration in Equity Management
- Our Perspectives: Avoiding the Pitfalls of Emotional Investing
- Our Perspectives: Planning for the Knowns and Unknowns of Retirement
- Our Perspectives: Why Investors Should Cheer Higher Rates
- Our Perspectives: Don’t Stress About Elections and Politics, Focus on Long-Term Investing
- Our Perspectives: Consider Repositioning Your Short-Term Investments
- Our Perspectives: Long-Term Value Investing in a Short-Term Performance World
- Our Perspectives: Talking to Yourself About Money
- Our Perspectives: Five Steps to Stop Stressing About Retirement Savings
- Our Perspectives: A Reasonable Retirement Goal
- Our Perspectives: The Financial Journey, On Your Terms
- Our Perspectives: How to Improve Your Saving This Year
- Our Perspectives: Saving and Investing Are Different
- Our Perspectives: Helping the Young People in Your Life
- Daily Income Fund Fact Sheet (HDIXX)
- Growth Fund Fact Sheet (HNASX)
- Intermediate Bond Fund Fact Sheet (HOIBX)
- International Equity Fund Fact Sheet (HISIX)
- Performance Summary
- Rural America Growth & Income Fund Fact Sheet (HRRLX)
- Short-Term Bond Fund Fact Sheet (HOSBX)
- Short-Term Government Fund Fact Sheet (HOSGX)
- Small-Company Stock Fund Fact Sheet (HSCSX)
- Stock Index Fund Fact Sheet (HSTIX)
- Value Fund Fact Sheet (HOVLX)
- Account Distribution Request Form
- Account Services Form
- Affidavit to Accompany Power Of Attorney
- Automatic Payroll Deduction Form
- Automatic Transaction Sign-Up Form
- Deposit Form
- Educational Savings Account (ESA) Custodial Agreement
- Employer Instructions to Submit Form
- Entity or Trust Authorization Update Form
- IRA Beneficiary Claim Request Form
- IRA Custodial Agreement
- IRA Distribution Request Form
- IRA Qualified Charitable Distribution (QCD) Request Form
- IRA Revocation Form
- IRA Rollover Form
- IRA Rollover Form Instructions
- IRA and ESA Beneficiary Designation Form
- IRA and ESA Transfer Form
- Online Account Access Request Form
- Regular Account Transfer Form
- Traditional/Inherited IRA Required Minimum Distribution (RMD) Form
- Transaction Request Form
- Transfer on Death Beneficiary Claim Form
- Transfer on Death Beneficiary Designation Form
- Uniform Gift/Transfer to Minor (UGMA/UTMA) Custodian Removal Form
- Homestead Funds Prospectus — May 1, 2023 (supplemented March, 28, 2024)
- Fund Holdings (Form N-MFP) — March 31, 2024
- Statement of Additional Information — May 1, 2023 (supplemented March 28, 2024)
- Fund Holdings (Form N-MFP) — February 29, 2024
- Annual Report (with Fund Holdings) — December 31, 2023
- Fund Holdings (Form N-MFP) — January 31, 2024
- Fund Holdings — December 31, 2023 (Excel)
- Fund Holdings (Form N-MFP) — December 31, 2023
- Fund Holdings (Form N-MFP) — November 30, 2023
- Fund Holdings — September 30, 2023
- Fund Holdings (Form N-MFP) — October 31, 2023
- Homestead Funds Inc. – Annual Report of Fund Proxy Voting: July 1, 2022 — June 30, 2023
- Homestead Funds Trust – Annual Report of Fund Proxy Voting: July 1, 2022 — June 30, 2023
- Semi-Annual Report (with Fund Holdings) — June 30, 2023
- Fund Holdings — March 31, 2023
- 2023 Government Obligation Letter
- 2023 Year-End Distributions
- 2023 Mid-Year Distributions
- 2022 Other Tax Information
- 2022 Year-End Distributions
- 2022 Mid-Year Distributions
- 2021 Other Tax Information
- Tax Form Mailing Schedule
- 2021 Year-End Distributions
- 2021 Mid-Year Distributions
- International Value Fund IRS Form 8937