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.

 

About Us
30+
Years Investing
$2.6b
Assets Under Management (as of September 30, 2024)
350+
Co-op Partnerships
13k+
Investors

The Homestead Difference

Aligned

Our community origins create client alignment through a common perspective, ensuring advice and solutions driven by your interests.

Accessible

With a mission to serve, we are here to offer an attentive ear and provide a helping hand, so you are confident and well taken care of.

Affordable

We provide value in many ways, working hard to keep costs down to ensure your hard-earned money is always working for you.

Funds

Our funds are designed to offer our investors, cooperatives and advisors a full suite of solutions for every situation, risk level and life goal.

Our Funds
Daily Income Fund Short-Term Government Securities Fund Short-Term Bond Fund Intermediate Bond Fund Stock Index Fund Value Fund Growth Fund International Equity Fund Small-Company Stock Fund

Resources and Education

Our Guidance Center is your key to unlocking a life plan that helps meet your financial goals and objectives. We are here to answer your investment questions, help define goals and develop a comprehensive plan for your financial journey.

 

Guidance Center

2024 Q3 Market Review — Rate Cut Buoys Stocks and Bonds

The third quarter was positive for both stocks and bonds. Continued progress in infla…

2024 Q3 Homestead Horizons: Money Smarts at the Holidays

In this issue, we consider some of the financial factors at work around the holidays.…

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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