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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

In the second quarter, markets were up – all markets, that is. Stocks rallied, bringing year-to-date returns well into the double digits for most major indexes. And bonds also rallied, riding a tailwind of falling interest rates.

Article

WSJ: Employers Help Workers Build Household-Emergency Funds

Not being prepared for an emergency expense is the #1 challenge faced by many Americans. Several cooperatives have partnered with Homestead Funds to establish and fund employee-owned investment accounts through automatic payroll deduction.

Article

Performance Summary — 2019 Q2

Our portfolio managers and analysts oversee an array of eight funds designed to accommodate a wide variety of goals, from conservative income to aggressive growth. View the funds’ most recent quarterly performance.

Article

2019 Mid-Year Distributions

Homestead Funds paid income and/or capital gain spillback distributions on June 28, 2019.

Article

The Journey from Before to After — Horizons Newsletter

In this issue for a deep dive into the befores and afters of investing. We consider some of the most common mistakes that savers make with DIY investments, and which financial attitudes are in need of a makeover.

Media Mentions

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

Media Mentions

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

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