Homestead’s Growth Fund appeared in the “Category Kings” section of The Wall Street Journal for the period ending June 30, 2017. The top ten funds appear in each category and are ranked according to one-year returns. The Growth Fund was ranked #3 for the one-year period in the Large Cap Growth category out of 665 funds.
The Journal’s “Category Kings” rankings are based on Lipper categories. Total return for the top ten funds are ranked by one-year performance as of June 30, 2017. Total return includes capital appreciation and reinvested distributions.
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.
The symmetrical shape of our logo suggests a quilt pattern, evoking the familial values we share with our community. See how our logo tells the story of our heritage.
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.
The Department of Labor’s Conflict of Interest Rule is set to become effective on June 9, 2017. Homestead Funds’ CEO explains what this means for our investors.
The past year brought continued signs of improving economic activity in the U.S. and abroad, including further declines in the unemployment rate and slow but steady increases in gross domestic product. Please see the report for more on portfolio managers’ strategies and the impact of their decisions on fund performance.
We’re here when investors find it hard to stay the course. Perhaps emotions are clouding their decisions or they need help setting expectations for future outcomes. Our client service associates smooth the way, serving as educators and coaches.
Rural electric cooperatives have been a part of our mission since the company’s inception in 1990. Our capabilities extend beyond retail investment options. Cooperatives also look to us for help with corporate, trust and deferred compensation plan accounts.