Facts

What does Homestead Funds do with your personal information?

Why?

Financial companies choose how they share your personal information.  Federal law gives consumers the right to limit some but not all sharing.  Federal law also requires us to tell you how we collect, share, and protect your personal information.  Please read this notice carefully to understand what we do. 

What?

The types of personal information we collect and share depend on the product or service you have with us.  This information can include:

• Social Security number
• income
• account balances
• transaction history
• investment experience
• risk tolerance

All financial companies need to share consumers’ personal information to run their everyday business.  In the section below, we list the reasons financial companies can share their consumers’ personal information; the reasons Homestead Funds chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information

Does Homestead Funds share?

Can you limit this sharing?

For our everyday business purposes – such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus.

Yes

No

For our marketing purposes – to offer our products and services to you

Yes

No

For joint marketing with other financial companies

No

No

For our affiliates’ everyday business purposes – information about your transactions and experiences

Yes

No

For our affiliates’ everyday business purposes – information about your creditworthiness

No

No

For our affiliates to market to you – such as to make you aware of products you may be interested in.

Yes

Yes

For nonaffiliates to market to you

No

No

To limit our sharing

Call 1-800-258-3030 – our menu will prompt you through your choice(s). Representatives are available on weekdays from 8:30 am to 5:00 pm. ET.

Please note:

If you are a new consumer, we can begin sharing your information 30 days from the date we sent this notice.  When you are no longer our consumer, we continue to share your information as described in this notice.

However, you can contact us at anytime to limit our sharing.

Call 1-800-258-3030 or go to homesteadfunds.com.

Who we are

Who is providing this notice?

Homestead Funds, Inc.

What we do

How does Homestead Funds protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law.  These measures include computer safeguards and secured files and buildings, as well as confidentiality agreements with companies we hire to help us provide services to you.

How does Homestead Funds collect my personal information?

We collect your personal information, for example, when you

• open an account
• buy securities from us
• give us your income information
• provide account information
• give us your contact information

We do not collect personal information from others.

Why can’t I limit all sharing?

Federal law gives you the right to limit only

• sharing for affiliates’ everyday business purposes – information about your creditworthinesss
• affiliates from using information to market to you
• sharing for nonaffiliates to market to you

State laws and individual companies may give you additional rights to limit sharing.

What happens when I limit sharing for an account I hold jointly with someone else?

Your choices will apply to everyone on your account.

Definitions

Affiliates

Companies related by common ownership or control.  They can be financial and nonfinancial companies.

Our affiliates include financial companies, such as:

• RE Advisers Corporation
• RE Investment Corporation

Nonaffiliates

Companies not related by common ownership or control.  They can be financial and nonfinancial companies.

The nonaffiliates we share with can include the Funds’ custodian and transfer agent.

Joint Marketing

A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

Homestead Funds, Inc. doesn’t jointly market.