The same principles that supported the history of rural electrification—self-reliance, concern for others and innovation—were behind the launch of Homestead Funds. The company got its start after NRECA board members passed a resolution authorizing the Association to sponsor and establish the mutual fund company. We’ve since expanded our fund and client service offerings to meet the needs of different types of investors with many diverse needs and objectives. But we’ve kept our mission, vision and values close to home.
Just as consumers count on their local cooperative to provide reliable electricity, investors can turn to Homestead Funds. And like local cooperatives, we contribute economically. Profits earned by Homestead Funds’ investment manager are available to NRECA, supporting the Association’s financial strength and creating a source of potential revenue beyond member dues and fees.
[well color="highlight"]Investing in any mutual funds, including Homestead Funds, involves risk, including the possible loss of principal.
An investment in a mutual fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency.
Past performance does not guarantee future results.Before investing in any Homestead Fund, you should carefully consider the fund’s investment objectives, risks, charges and expenses before investing. The prospectus contains this and other information about each of the Homestead Funds and should be read carefully before investing. To obtain a prospectus calling 800.258.3030 or visit homesteadadvisers.com.
Homestead Funds’ investment adviser and/or administrator, Homestead Advisers Corp., is an SEC-registered investment adviser. Homestead Funds are distributed by Homestead Financial Services Corp. Homestead Advisers Corp. and Homestead Financial Services Corp. receive compensation from the Homestead Funds for serving in these roles. Homestead Advisers Corp. and Homestead Financial Services Corp. are indirect, wholly owned subsidiaries of the National Rural Electric Cooperative Association (NRECA). 01/25
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