Homestead Funds' newest fund, Rural America Growth & Income Fund, made headlines on its first full day of operations, May 3, 2021. The fund was the focus of a MarketWatch article that noted especially the timing of the fund's launch coinciding with President Biden’s plan to invest in the nation’s infrastructure, including rural broadband initiatives.
Guided by its mission to provide Main Street investors with Wall Street expertise, Homestead Funds developed the Rural America Growth & Income Fund to allow Americans to invest in businesses and sectors tied to the rural communities in which they live and work.
Hear from our portfolio managers as they present their Q1 market review and outlook for the coming months. Senior portfolio managers Mauricio Agudelo and Prabha Carpenter discuss the macroeconomic backdrop, portfolio positioning and fund performance.
Stocks climbed higher in the first quarter of 2021, extending the market rally past the one-year mark since the pandemic-induced low on March 20, 2020.
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.
A momentous 2020 is behind us, and the country looks to be slowly emerging from the pandemic. Notwithstanding supply and distribution difficulties, more and more people are getting their shots; additional vaccines are nearing authorization, and we are seeing a decline in the daily number of new cases. This, along with critically important support from the Federal Reserve and fiscal stimulus packages, is helping to return the economy to health and boosting markets.
In this issue, we take a closer look at retirement in particular. Whether you need a full-blown retirement reset or just some smart tips to guide your decisions, read on for insights from our team.
After a historically challenging year for Americans, investment markets finished 2020 with another positive quarter, closing at record highs for stocks. Bond markets posted moderate gains, capping off a strong year. In this most recent video, senior portfolio managers Mauricio Agudelo and Jim Polk discuss the macroeconomic backdrop, portfolio positioning and fund performance. Read the transcript.
2020 was an unprecedented year, and it’s fair to say that 2021 will also be a year like no other. Here, we take a look at the state of the economy and investment markets in the wake of the COVID-19 pandemic that has caused tragic loss of life and stinging economic pain for so many Americans. With two effective vaccines already entering arms, the shape of 2021 is starting to come into focus. Here’s our take on what the year ahead could hold.
Homestead Funds paid income and/or capital gain spillback distributions on December 17, 2020. Read more.