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.
Stocks recovered substantially from first-quarter declines, though most categories of stocks remained below February peaks as of quarter-end. Bonds also posted gains as credit spreads, the difference in yields between non-government bonds and U.S. Treasuries, retreated from crisis levels.
2020 Capital Markets Review and 2021 Outlook: Homestead Funds’ CEO Mark Santero shares our thoughts on this unfolding year.
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 December 17, 2020. Read more.
Nearly a year after the virus first arrived in the U.S., many Americans are in a state of pandemic fatigue. And the imprint of chronic stress has taken its toll on many. With that in mind, we dug into the research to find actionable tips that can help you and your families move forward, even in uncertain times, to make the good financial decisions that will serve you well today and in the future.
Explore current financial issues, trends and opportunities with co-op leadership from around the country. Speakers share how they have partnered with Homestead Funds to innovate business operations in ways that support their employees and members. Read the transcript.
View fund holdings as of September 30, 2020.
Homestead Funds, a Virginia-based asset manager dedicated to bringing Wall Street investing expertise to Main Streets across the U.S., recognizes its 30th anniversary on November 19. Home to one of the “the best mutual funds you’ve never heard of” over the past three decades the firm has and continues to expand its investment products and […]