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2019 Estimated Year-End Distributions

Homestead Funds will be paying year-end income and/or capital gain distributions on December 18, 2019. We are providing you with information regarding the expected distribution dates and estimated rates for your planning purposes.


Supporting Our Cooperative Family

Homestead representative Brian Allen is often in the field meeting face-to-face with co-op CEOs, managers and directors. A typical day—like the one he describes here—has him talking with co-ops about planning for unexpected events such as storms.


Saving For Life’s Events

Home renovation? Looming college costs? Daughter’s wedding? CEO Mark Santero talks about the many things that come at us in our lifetimes and how planning and investing can help you meet those challenges.


Getting Started With Homestead Funds

CEO Mark Santero explains how easy it is for people to turn their savings and investing plans into action with Homestead’s online resources and dedicated client services team. The number one thing: just get started.


2019 3Q Market Review

In the third quarter, markets delivered mixed results. Bonds outperformed stocks, in general, as global growth forecasts weakened further and trade conflicts continued. Defensive stocks, generally, outperformed more cyclical stocks.


Performance Summary — 2019 Q3

View fund performance relative to the benchmark index for the most recent quarter. See the latest Market Review for details on the investment backdrop and manager’s approach.

Media Mentions

A compilation of major financial publications’ coverage of Homestead Funds.