Explore current financial issues, trends and opportunities with co-op leadership from around the country. Speakers shared how they have strategically partnered with Homestead Funds to innovate business operations in ways that support their employees and members. Read the transcript.
Homestead Funds will be paying year-end income and/or capital gain distributions on December 17, 2020. We are providing youwith information regarding the expected distribution dates and estimated rates for your planning purposes. Read More.
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 […]
As in prior election cycles, we’ve gotten calls from shareholders on the heels of the 2020 decision and thought we’d provide some perspective.
In the third quarter, stock markets continued to rebound from the pandemic-induced lows of March. Most broad categories of stocks finished the period with gains. In fact, the S&P 500 Index reached a new record high in early September before retreating modestly. Bonds also delivered positive returns for the quarter.
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.
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.
Cooperatives have navigated through many different types of economic downturns and national emergencies, but 2020 is something that hasn’t been experienced since 1918: a global pandemic. As COVID-19 started to take a financial toll on local communities, cooperatives looked for ways to continue their support for scholarships and other programs, despite facing new challenges themselves. […]
With a major election on the horizon, emotions are running high. Investors may be wondering if they should make changes to their investments. While political issues are excellent at grabbing headlines and dominating the national conversation, the true connection between politics and market performance is much weaker than you might expect.