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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.

Article

Webinar: Q2 2019 Market Review

Homestead Funds' portfolio managers discuss how both risk-on and risk-off assets performed well in the quarter, a rare scenario. Weaker global growth data, downward trends in manufacturing and continued trade conflicts between the U.S. and China weighed on the broader outlook.

Video

See What Makes Our Customer Service Stand Out

Kara Gardner and Makia Tillman, members of Homestead Fund’s customer service team, discuss how they help cooperatives with the operational details specific to deferred compensation plans.

Video

Meeting Investors Where They Are

Certified Financial Planner ™, John Scott, discusses how he communicates with investors to be sure he has a clear understanding of their financial goals.

Article

2019 2Q Market Review

Stocks rallied, bringing year-to-date returns well into the double digits for most major indexes. Bonds also rallied, riding a tailwind of falling interest rates.

Media Mentions

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

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