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2020 Estimated Year-End Distributions

Homestead Funds will be paying year-end income and/or capital gain distributions on December 17, 2020. We are providing youwith information regarding the expected distribution dates and estimated rates for your planning purposes. Read More.


Watch Now: Q3 2020 Market Review — Amid Support, Rally Continues

In the third quarter, stock markets continued to rebound from the pandemic-induced lows of March. Most broad categories of stocks finished the period with gains. In fact, the S&P 500 Index reached a new record high in early September before retreating modestly. Bonds also delivered positive returns for the quarter.

2020 3Q Market Review — Amid Support, Rally Continues

Stocks recovered substantially from first-quarter declines, though most categories of stocks remained below February peaks as of quarter-end. Bonds also posted gains as credit spreads, the difference in yields between non-government bonds and U.S. Treasuries, retreated from crisis levels.


Performance Summary — 2020 Q3

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.


Emerging Stronger from COVID-19: How Cooperatives Can Spread Goodwill Across Their Communities

Cooperatives have navigated through many different types of economic downturns and national emergencies, but 2020 is something that hasn’t been experienced since 1918: a global pandemic. As COVID-19 started to take a financial toll on local communities, cooperatives looked for ways to continue their support for scholarships and other programs, despite facing new challenges themselves. […]


Our Perspectives: Don’t Stress About Elections and Politics, Focus on Long-Term Investing

With a major election on the horizon, emotions are running high. Investors may be wondering if they should make changes to their investments. While political issues are excellent at grabbing headlines and dominating the national conversation, the true connection between politics and market performance is much weaker than you might expect.

Media Mentions

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