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Performance Summary — 2021 Q3

Our portfolio managers and analysts oversee an array of ten funds designed to accommodate a wide variety of goals, from conservative income to aggressive growth.

Article

Coming This December: New Website, New Login

Mutual funds typically engage a third-party to serve as their recordkeeper. That entity, known as a transfer agent, is responsible for maintaining customer data and reporting on account details. The transfer agent produces statements, tax forms and other essential records on behalf of the fund company. This entity typically also serves as the technology provider […]

Article

What Makes a Good Investor — Horizons Newsletter

In this issue, we look at the unique circumstances that women face when they make financial choices. We offer tips and guidance for addressing these realities — advice we hope will help not just our women readers but also the fathers, husbands and friends who may also appreciate insights into the specific challenges facing women.

Our Perspectives: Value Investing Returns to Favor. We’ve Been There All Along.

The equity team at RE Advisers, investment advisor to the Homestead Funds, has been solidly in the value camp since the company’s start in 1990. The team’s traditional approach to value investing has consistently focused on rigorous analysis while evolving to make use of new technologies and the insights and expertise of new team members. […]

Semi-Annual Report (with Fund Holdings) — June 30, 2021

How far we have come since mid-year 2020! The U.S. economy is reopening as vaccination rates climb. And while we are seeing supply chain bottlenecks and labor shortages — especially in industries strained by the pandemic — consumers are spending and major market indexes have reached fresh highs this year-to-date. Stocks as an asset class […]

Watch Now: Q2 2021 Market Review — The Bumpy Road Back

Hear from our portfolio managers as they present their Q2 market review and outlook for the coming months. Senior portfolio managers Mauricio Agudelo and Jim Polk discuss the macroeconomic backdrop, portfolio positioning and fund performance.

Article

2021 2Q Market Review — A Bumpy Road Back

Stock markets rallied higher, marking the fifth straight quarter of gains. Economic activity inched closer to normal around the country, while fiscal and monetary stimulus efforts continued to support the recovery’s momentum. Interest rates retreated from first-quarter levels as the prospect of long-term inflation eased slightly. Read more.

2021 Mid-Year Distributions

Homestead Funds paid income and/or capital gain spillback distributions on June 30, 2021. Read more.

Video

Watch Now: Saving for Education

Homestead representative, John Scott, discusses the different investment options available to you at Homestead Funds to save towards the education needs of the loved ones in your life. Read the transcript.

Media Mentions

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

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