View fund performance relative to the benchmark index for the most recent quarter. See the latest Market Review for details on the investment backdrop and manager’s approach.
In this issue, we take a broad view of the generations we serve. We look at shifting attitudes about major things such as family, work and education.
Investors saw U.S. stocks trend higher in the first six months of 2019, buoyed by positive economic data and solid corporate earnings.
NRECA economists and RE Advisers portfolio managers consider a number of issues of importance to rural electric cooperatives.
Homestead Funds' portfolio managers discuss how both risk-on and risk-off assets performed well in the quarter, a rare scenario. Weaker global growth data, downward trends in manufacturing and continued trade conflicts between the U.S. and China weighed on the broader outlook.
Kara Gardner and Makia Tillman, members of Homestead Fund’s customer service team, discuss how they help cooperatives with the operational details specific to deferred compensation plans.
Certified Financial Planner ™, John Scott, discusses how he communicates with investors to be sure he has a clear understanding of their financial goals.
Stocks rallied, bringing year-to-date returns well into the double digits for most major indexes. Bonds also rallied, riding a tailwind of falling interest rates.
Homestead’s Value Fund was one of five funds acknowledged for its “terrific track record and thoughtful, skilled managers.”
“There is growing recognition on the part of employers that people cannot save for retirement if they don’t also save for emergencies and figure out a way to pay down debt.”