Our portfolio managers and analysts oversee an array of ten funds designed to accommodate a wide variety of goals, from conservative income to aggressive growth.
Mutual funds typically engage a third-party to serve as their recordkeeper. That entity, known as a transfer agent, is responsible for maintaining customer data and reporting on account details. The transfer agent produces statements, tax forms and other essential records on behalf of the fund company. This entity typically also serves as the technology provider […]
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.
The equity team at RE Advisers, investment advisor to the Homestead Funds, has been solidly in the value camp since the company’s start in 1990. The team’s traditional approach to value investing has consistently focused on rigorous analysis while evolving to make use of new technologies and the insights and expertise of new team members. […]
How far we have come since mid-year 2020! The U.S. economy is reopening as vaccination rates climb. And while we are seeing supply chain bottlenecks and labor shortages — especially in industries strained by the pandemic — consumers are spending and major market indexes have reached fresh highs this year-to-date. Stocks as an asset class […]
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.
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.
Homestead Funds paid income and/or capital gain spillback distributions on June 30, 2021. Read more.
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.