We have received many questions from our shareholders over the last few weeks about the impact the Coronavirus Aid, Relief, and Economic Security (CARES) Act will have on their accounts with Homestead Funds. We’ve summarized some of the main parts of the CARES Act below to hopefully answer questions you may have about it and […]
Homestead Funds paid income and/or capital gain spillback distributions on June 30, 2019.
When markets undergo extreme volatility, as we have seen in the wake of the COVID-19 pandemic, we get a lot of questions from investors about “moving to cash.” We are also hearing from many investors wondering about the impact of the Federal Reserve’s interest rate cuts, in terms of the impact on savings accounts and […]
Flip through these pages to learn a few important and actionable ways to deal with what’s happening in the markets and in the economy. We offer a close look at how stock markets rebound after lows — and what the cost is to investors who miss out. We share stats on how the environment has affected American spending and investing, and tips on how to shockproof your own finances.
First and foremost, I hope you and your families are safe and well. As I write this, the world continues to struggle through a global pandemic and protests have erupted in the United States — fueled by outrage over racial injustice. We would like to affirm our commitment to unity and fairness. Our company was […]
RE Advisers, investment advisor of Homestead Funds, has a long history of managing institutional and mutual fund portfolios. Our equity team today remains true to its roots, being composed of traditional value managers. But it has evolved in step with new technologies, the addition of new team members, and the influx of new ideas and […]
Homestead Funds will be paying mid-year income and/or capital gain distributions on June 30, 2020. We are providing you with information regarding the expected distribution dates and estimated rates for your planning purposes. Read more.
Hear from our portfolio managers on fund performance and sector exposure, portfolio positioning and near-term outlook. Read transcript.
Stock markets peaked around the third week of February, at which point it was clear that the global spread of the coronavirus had reached a tipping point. The bad news came in rapid succession, driving the S&P 500 Index to fall about 30% before recovering modestly.
Our portfolio managers and analysts oversee an array of nine funds designed to accommodate a wide variety of goals, from conservative income to aggressive growth. View the funds’ most recent quarterly performance.