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Rural America Growth & Income Fund Is a MarketWatch Market Extra

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.

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Now Open: The Rural America Growth & Income Fund

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.

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Performance Summary — 2021 Q1

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.

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2021 U.S. Economic Outlook: A Focus on Rural America

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.

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Retirement Reset — Horizons Newsletter

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.

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Watch Now: Q4 2020 Market Review — Vaccine Fuels Healthy Finish for Investments

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.

Our Perspectives: Navigating a New Year — The Outlook for 2021

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.

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2020 Year-End Distributions

Homestead Funds paid income and/or capital gain spillback distributions on December 17, 2020. Read more.

Media Mentions

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

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