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Performance Summary — 2019 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. View the funds’ most recent quarterly performance.

Employer-Sponsored Savings Program Kit

Join other co-ops that have worked with Homestead Funds to encourage employee savings. Start an Employer-Sponsored Savings Program today and help your employees save for their financial future. Employer-Sponsored Savings Program Overview Case Study: Going the Extra Mile for Employees WSJ: Employers Help Workers Build Household-Emergency Funds Homestead Fund Consent to Disclosure Employer Instructions to […]

Employer-Sponsored Savings Program

Join other co-ops that have worked with Homestead Funds to encourage employee savings. Start an Employer-Sponsored Savings Program today and help your employees save for their financial future. Learn more

Article

The Secret is Out (But Homestead Investors Already Know)

Homestead’s Growth Fund was recently profiled in the Investor’s Business Daily article “Leading Growth Stocks Drive This Hush-Hush Mutual Fund's Outperformance.” Homestead Funds might not be a household name yet, but IBD recognized this fund’s portfolio management team’s ability to pick top-performing growth stocks.

A Holistic View of Financial Wellness — Horizons Newsletter

In this issue, we consider how the mental process around financial decisions could be holding you back — the negative self-talk, as psychologists would call it, that could be clouding your choices. We leave you with a checklist for conducting your own financial wellness checkup, as well as a resolutions calendar to keep you on track throughout 2020.

Article

2019 Year-End Distributions

Homestead Funds paid income and/or capital gain spillback distributions on December 18, 2019.

Video

Supporting Our Cooperative Family

Homestead representative Brian Allen is often in the field meeting face-to-face with co-op CEOs, managers and directors. A typical day—like the one he describes here—has him talking with co-ops about planning for unexpected events such as storms.

Video

Saving For Life’s Events

Home renovation? Looming college costs? Daughter’s wedding? CEO Mark Santero talks about the many things that come at us in our lifetimes and how planning and investing can help you meet those challenges.

Video

Getting Started With Homestead Funds

CEO Mark Santero explains how easy it is for people to turn their savings and investing plans into action with Homestead’s online resources and dedicated client services team. The number one thing: just get started.

Media Mentions

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

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