News

Filter results
Article

Performance Summary – 2019 Q2

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.

Article

2019 Mid-Year Distributions

Homestead Funds paid income and/or capital gain spillback distributions on June 28, 2019.

Article

The Journey From Before to After – Horizons Newsletter

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.

Media Mentions

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

Article

Homestead Launches New Bond Fund

On May 1, 2019, Homestead Funds introduced a new intermediate-term bond fund to its lineup of now nine no-load fund options. The Intermediate Bond Fund offers investors the potential to earn a higher level of current income than shorter-term fixed-income offerings typically provide. This actively managed portfolio will be overseen by Mauricio Agudelo and Ivan […]

Article

2019 1Q Market Review

Stock markets rebounded from the pullback of the previous quarter, with the rally largely driven by the Federal Reserve’s move to pause interest rate hikes. Read the entire market review here.

Webinar – 4Q Update and 2019 Outlook

Our portfolio managers discuss the economic factors affecting capital markets, the impact on investment performance and our 2019 outlook. Download Transcript Watch Webinar

Article

2019 Economic Outlook: A Focus on Rural America

Authors examine a number of issues of particular importance to rural electric co-ops, considering the economic implications for communities and the broader U.S. economy and market. 2019 Economic Outlook: A Focus on Rural America

Video

Our Story Started With You

Homestead Funds and RE Advisers were founded to help cooperatives and their employees, and that’s exactly what we still do today. Our products, our investment process, our people, are all reflections of that mission of service.

Media Mentions

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

Download