Homestead Funds was founded to help cooperatives and their employees, and that’s exactly what we still do today.
Choosing a partner to help you establish a financial plan doesn’t have to be complicated. Homestead Funds is part of the family and contributes in many ways just as cooperatives do.
From your mobile, navigate to homesteadfunds.com and add us to your home screen. Now you have one-click access to the website, which is fully responsive end-to-end. So you can login and check your accounts, buy, sell and exchange right from your phone.
We are pleased to announce that Mark Santero will serve as president and CEO of Homestead Funds and the fund company’s investment advisor RE Advisers. Mark brings more than 30 years of investment management experience, including leadership roles at Dreyfus, BNY Mellon and Oppenheimer. We are delighted to welcome Mark to the team.
Homestead’s Small-Company Stock Fund was again included on Kiplinger’s list of the magazine’s favorite actively managed no-load mutual funds. The fund has been named to the list every year since 2012.
The editors at Kiplinger’s favor funds run by tenured managers who take a long view and have proved themselves by having solid long-term records. They also prefer funds with below-average volatility for their category and low operating costs. They keep a close eye on a fund’s size because a gargantuan asset base can make managing a fund difficult.
Past performance does not guarantee future results. Share prices of small-capitalization stock funds may be more volatile than those of large-capitalization stock funds. Smaller companies may have limited product lines, markets or financial resources, or their management teams may have less depth and expertise, compared with large-capitalization companies.
Based on feedback from investors like you, we’ve made some exciting enhancements to the shareholder section of the homesteadfunds.com website. Shareholders will now be able to open new accounts, create or update bank instructions, and set up automatic transactions online.
In addition, the site will feature easier, more intuitive navigation, and a cleaner look that will closely match the rest of the website. We are also adding two-factor authentication, an enhanced security measure to help protect your information online.
Homestead’s Value Fund was included on Kiplinger’s list of “unloved” value funds to consider buying now. Value strategies tended to lag growth approaches in 2017, but the magazine suggests that investors should keep value funds in their sights as periods of relative over (and under) performance rotate.
In determining funds for this list, Kiplinger’s considered Morningstar’s database of large-cap value funds (1,238 funds) and selected the top five, no-load funds based on five-year average annual returns as of November 17, 2017.
Past performance does not guarantee future results. Equity funds, in general, are subject to style risk, the chance that returns on stocks within the style category in which the fund invests will trail returns of stocks representing other styles or the market overall.