2024 Q1 Market Review — Record Highs for Stocks as Economic Strength Continues
2024 started with a strong quarter for stocks, driving many to new record highs. Bond…
Investing for a Brighter Future
Mutual Funds Built for Individuals, Communities and Cooperatives
We are Homestead Funds, an established and trusted mutual fund manager, empowering cooperatives, families and advisors with education, access and opportunity through straightforward investment planning and partnership.
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30+
Years Investing
$2.5b
Assets Under Management (as of December 31, 2023)
350+
Co-op Partnerships
13k+
Investors
The Homestead Difference
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2024 Q1 Homestead Horizons: Individual retirement arrangement — doesn’t that sound sophisticated?
In this issue, we take a deep dive into all things IRA. We start with a little primer…
Annual Report (with Fund Holdings) — December 31, 2023
The financial markets gave us a taste of everything in 2023. Stocks and bonds were up…
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Investing for a Brighter Future
Deferred Compensation
2024 Market Review — Record Highs for Stocks as Economic Strength Continues
2024 started with a strong quarter for stocks, driving many to new record highs.
Horizons Q1 2024: Individual retirement arrangement — doesn't that sound sophisticated?
In this issue, we take a deep dive into all things IRA. We start with a little primer on the “why” — a look at some of the benefits that IRAs confer on their owners.