Investing for Your Future
Through our compact family of eight 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.
Carry lower risk, but typically also give you a lower reward.
Carry more risk than money market investment, but in turn, may deliver a higher reward.
Carry higher risk, but over long periods have delivered a higher reward.
You could lose money by investing in the Daily Income 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.
Investments in fixed-income funds are subject to interest rate, credit and inflation risk. Interest rate risk is risk that a change in rates will negatively affect the value of the securities in the Fund’s portfolio. Equity funds, in general, are subject to style risk, the chance that returns on stocks within the style category in which the fund invests will trail returns of stocks representing other styles or the market overall. Share prices of small-capitalization stock funds may be more volatile than those of large-capitalization stock funds. Smaller companies may have limited product lines, markets, financial resources or their management teams may have less depth and expertise compared with large-capitalization companies. International investing involves special risks such as currency fluctuation and political instability. Index funds are subject to tracking risk, the risk that the fund’s return will not closely track the return of the index. The Growth Fund is classified as “non-diversified,” which means that the proportion of the Fund’s assets that may be invested in the securities of a single issuer is not limited, making the Fund more susceptible to volatility stemming from one-time events and to the financial conditions of the issuers in which it invests than a diversified fund.
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.