Hear from our portfolio managers as they present their Q2 market review and outlook for the coming months. Senior portfolio managers Mauricio Agudelo and Jim Polk discuss the macroeconomic backdrop, portfolio positioning and fund performance. Read the transcript.
Stock markets rallied higher, marking the fifth straight quarter of gains. Economic activity inched closer to normal around the country, while fiscal and monetary stimulus efforts continued to support the recovery’s momentum. Interest rates retreated from first-quarter levels as the prospect of long-term inflation eased slightly. Read more.
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.
Homestead Funds paid income and/or capital gain spillback distributions on June 30, 2021. Read more.
In this issue, we focus on the economic impacts of the vaccine rollout (and now pause in demand) and abundant fiscal support, the two dominant forces shaping the economy and markets over the past year and in the coming months.
In this issue, we look at the unique circumstances that women face when they make financial choices. We offer tips and guidance for addressing these realities — advice we hope will help not just our women readers but also the fathers, husbands and friends who may also appreciate insights into the specific challenges facing women.
Homestead representative, John Scott, discusses the different investment options available to you at Homestead Funds to save towards the education needs of the loved ones in your life. Read the transcript.
Homestead representative, Raymond Scott, discusses strategies that cooperatives across the country are using to balance their need for liquidity while also focusing on growth for their cooperative.
In this paper, we present our thoughts on why we are seeing a spike in inflation and view this as a temporary condition consistent with the economy’s getting back on a growth track.
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. […]