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Watch Now: Q4 2020 Market Review — Vaccine Fuels Healthy Finish for Investments

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.

Our Perspectives: Navigating a New Year — The Outlook for 2021

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.

2020 4Q Market Review — Vaccine Fuels Healthy Finish for Investments

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.


Performance Summary — 2020 Q4

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.


2020 Year-End Distributions

Homestead Funds paid income and/or capital gain spillback distributions on December 17, 2020. Read more.


Emotions and Decisions — Horizons Newsletter

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.

Media Mentions

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