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.
Homestead Funds’ low account minimums and transparent pricing structure (no loads, no transaction fees) make it easy to get started. And our competitive operating expenses help keep more of investors’ hard-earned money working for them.
Investing doesn’t require great wealth or complicated strategies. You just need to put today’s dollars – even small amounts – where time and compounding interest can help them grow.
Financial market volatility – real or anticipated – is often accompanied by a strong emotional reaction. The simple reason: you’re human.
For some things you buy, if you pay more, you get more. But paying more for a mutual fund may mean you get less. Here’s why.
Small-Company Stock Fund co-manager Mark Ashton was one of four panelists who participated in an Asset TV roundtable on small-cap investing. You can see excerpts from this discussion, videotaped April 13, 2016, where Mark talks about the team’s approach to stock selection and view of opportunities in the small-cap space.
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, financial resources or their management teams may have less depth and expertise compared with large-capitalization companies.