Media

Profiled in Barron’s: Homestead Funds’ active value strategy

The fund and co-managers Prabha Carpenter and Jim Polk were recently profiled in Barron’s magazine where they discussed their approach to money management and their rationale for several of the fund’s holdings.

Past performance does not guarantee future results. Equity securities generally have greater price volatility than fixed-income securities and are subject to issuer risk and market risk. Value stocks are subject to the risk that returns on stocks within the style category will trail returns of stocks representing other styles or the market overall.

Lewis Braham – Barron’s February 9, 2022

Homestead Fund Makes “Category Kings” Ranking

Homestead’s Small-Company Stock Fund appeared in the “Category Kings” section of The Wall Street Journal for the period ending January 31, 2022.

Past performance does not guarantee future results. Equity securities generally have greater price volatility than fixed-income securities and are subject to issuer risk and market risk. Securities of small and medium-sized companies tend to be riskier than those of larger companies.

The Wall Street Journal February 7, 2022

Municipal yields continue rising even before Fed statement

Expect continued market volatility, said Mauricio Agudelo, head of fixed income investments at Homestead Funds. Balance sheet reduction is “complicated” he said.

Gary Siegel, Jessica Lerner and Lynne Funk – The Bond Buyer January 26, 2022

Fed’s inflation policy walks ‘tightrope’ between 2 constituencies

“We think the market [has] gotten ahead of itself both from a valuation standpoint and from a speculative standpoint,” Jim Polk, head of equity investments at Homestead Funds, wrote in a note to clients.

Javier David – Yahoo Finance January 27, 2022

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Valerie Kerner

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