Our portfolio managers and analysts oversee an array of eight funds designed to accommodate a wide variety of goals, from conservative income to aggressive growth. View the funds’ most recent quarterly performance.
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Homestead Funds paid income and/or capital gain spillback distributions on June 28, 2019.
In this issue for a deep dive into the befores and afters of investing. We consider some of the most common mistakes that savers make with DIY investments, and which financial attitudes are in need of a makeover.
A compilation of major financial publications’ coverage of Homestead Funds.
On May 1, 2019, Homestead Funds introduced a new intermediate-term bond fund to its lineup of now nine no-load fund options. The Intermediate Bond Fund offers investors the potential to earn a higher level of current income than shorter-term fixed-income offerings typically provide. This actively managed portfolio will be overseen by Mauricio Agudelo and Ivan […]
Stock markets rebounded from the pullback of the previous quarter, with the rally largely driven by the Federal Reserve’s move to pause interest rate hikes. Read the entire market review here.
Our portfolio managers discuss the economic factors affecting capital markets, the impact on investment performance and our 2019 outlook. Download Transcript Watch Webinar
Authors examine a number of issues of particular importance to rural electric co-ops, considering the economic implications for communities and the broader U.S. economy and market. 2019 Economic Outlook: A Focus on Rural America
Homestead Funds and RE Advisers were founded to help cooperatives and their employees, and that’s exactly what we still do today. Our products, our investment process, our people, are all reflections of that mission of service.