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.
Certified Financial Planner ™, John Scott, discusses how he communicates with investors to be sure he has a clear understanding of their financial goals.
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.
Homestead’s Value Fund was included in the recent Barron’s story “The Best Mutual Funds You’ve Never Heard Of.”
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.
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.
Welcome to the new homesteadfunds.com! We are glad you have found your way to our newly updated site, and we invite you to explore how it can help you.
Homestead Funds paid income and/or capital gain spillback distributions on June 28, 2019.
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.
A compilation of major financial publications’ coverage of Homestead Funds.