Investing for Your Future
Through our compact family of nine no-load mutual funds, Homestead can help you meet a single financial need or build a comprehensive investment program according to your personal goals. Small enough for average investors to monitor on their own and large enough for institutions to sponsor in their retirement plans, the Homestead Family of Funds has much to offer.
Learn more, including performance history, objective, strategy and costs. If you would like assistance selecting a Homestead Fund, call a client services associate at 800.258.3030.
Generally carry lower risk, but typically also give you a lower reward.
Generally carry more risk than money market investment, but in turn, may deliver a higher reward.
Generally carry higher risk, but over long periods have delivered a higher reward.
As a money market fund, the Daily Income Fund has limited potential for income production. You could lose money by investing in the Fund. Although the Fund seeks to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so. An investment in the Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. The Fund’s sponsor has no legal obligation to provide financial support to the Fund, and you should not expect that the sponsor will provide financial support to the Fund at any time.
Debt securities are subject to interest rate risk, credit risk, extension risk, income risk, issuer risk and market risk. The value of U.S. Government securities can decrease due to changes in interest rates or changes to the financial condition or credit rating of the U.S. Government. Investments in asset-backed and mortgage-backed securities are also subject to prepayment risk as well as increased susceptibility to adverse economic developments. High-yield, lower-rated, securities involve greater risk than higher-rated securities. Equity securities generally have greater price volatility than fixed-income securities and are subject to issuer risk and market risk. The Stock Index Fund pursues its objective by investing substantially all of its assets in another pooled investment vehicle (a “master fund”). The ability of the Stock Index Fund to meet its investment objective is directly related to the ability of the master fund to meet its investment objective. Index funds may hold securities of companies that present risks that an investment adviser researching individual securities might otherwise seek to avoid and are subject to tracking error 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. Growth 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. Securities of small and medium-sized companies tend to be riskier than those of larger companies. International investing involves currency, economic and political risks, which may be greater for investments in emerging and frontier markets.
Need a Customized Investment Program?
Homestead Funds can help you or your financial advisor tailor one. Each Homestead Fund is professionally managed to correlate with different time frames and profiles. When combined together in a custom program they offer an added measure of diversification. Over time, as your objectives change, you can also alter your mix of investments at no charge by exchanging shares of one Homestead fund for the shares of another.
Find related information about the fund family on these website pages.