Homestead Funds

Homestead Funds 4301 Wilson Blvd. Arlington VA, 22203
homesteadfunds.com Homestead Funds is a family of mutual funds that is publicly traded and open to all investors.

Investing for a Brighter Future

Homestead Advisers, the investment manager to the Homestead Funds, was created over 30 years ago by the National Rural Electric Cooperative Association (NRECA), a non-profit organization whose mission is to serve electric cooperative employees. Through the creation of Homestead Funds, we bring the reliable, community-focused spirit of rural electric cooperatives to the world of investing. Investing in any mutual fund, including the 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 the funds and should be read carefully. To obtain a copy of the prospectus call 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. receives compensation from the Homestead Funds for serving in these roles. and Homestead Financial Services Corp. are indirect, wholly owned subsidiaries of the National Rural Electric Cooperative Association (NRECA).

09/16/2026

"How much do I need to save?" is probably the #1 financial question we hear. The good news? You don't have to guess! Our online calculators show you exactly where you're headed and what adjustments might help you reach your goal. Plan your future with confidence: https://bit.ly/4gxeZiy.

Market headlines can make a 1-2% dip feel like a crisis. The latest issue of Horizons looks at why that happens — the ou...
09/15/2026

Market headlines can make a 1-2% dip feel like a crisis. The latest issue of Horizons looks at why that happens — the outside forces that actually move and the inside forces that shape how we react to them.

Read the full issue: https://shorturl.at/IIDPX

Financial Wellness Tip: If Disaster Strikes, Will Your Finances Be Ready?September is National Preparedness Month — a go...
09/09/2026

Financial Wellness Tip: If Disaster Strikes, Will Your Finances Be Ready?

September is National Preparedness Month — a good reminder that emergency readiness isn't just about flashlights and first aid kits. Financial preparedness can matter just as much, and an emergency savings account is one option to consider: a dedicated, easily accessible account set aside for life's unexpected moments — such as a job loss, medical bill, or car repair that can't wait. Many financial professionals suggest that three to six months of essential living expenses is a common savings target, though the right amount will vary based on your individual circumstances.

Getting started may be simpler than you might think. Some people find it helpful to open a separate savings account to keep funds out of reach for everyday spending, then set up automatic contributions — even small amounts can grow over time. When an unexpected expense does arrive, having savings in place may help ease the financial pressure.

This September, consider taking one step toward greater financial resilience. You may be glad you did.

Learn more about building an emergency fund: https://shorturl.at/GI7kO

09/08/2026

Is your teen getting their first job this summer? Here's a simple money lesson that could change their financial future: the golden 50/50 rule. Help them split every paycheck — 50% to spend and enjoy now, 50% to invest in an IRA for later.

Starting this habit early turns summer job money into potentially decades of compound growth. https://bit.ly/4zaEM7e

Willie made a stop at the Grand Canyon, where the view is so vast that you have to step back just to take it all in.Your...
09/03/2026

Willie made a stop at the Grand Canyon, where the view is so vast that you have to step back just to take it all in.

Your finances can feel the same way. It's easier to make sense of them once you step back and look at the whole picture instead of getting caught up in any one decision.

Homestead offers the tools and guidance to help you do just that, wherever you are in your journey. Take a look: https://bit.ly/4wkYr1N.

09/02/2026

Starting conversations about saving, spending, and investing early can build confident money managers. Read our guide to help you start the conversation: https://bit.ly/4hryFoP.

A friend of Homestead took Willie Wiredhand out to the ball game!Did you know the seventh-inning stretch has been a part...
08/25/2026

A friend of Homestead took Willie Wiredhand out to the ball game!

Did you know the seventh-inning stretch has been a part of baseball for as long as most fans can remember, a simple pause built in to help fans go the distance?

Staying in it for the full stretch is usually what it takes to make a retirement plan work too. See how our resources help investors plan for the long run: https://bit.ly/4bF9prB.

08/19/2026

Stop guessing about your financial future and start calculating! Our planning calculators can help you crunch the numbers and set realistic, achievable goals based on your situation. No more wondering if you're on track for retirement or college savings.

Try our calculators now: https://bit.ly/4xtPx2V.

08/11/2026

You can change your own oil, but sometimes you call a mechanic. The same goes for investing. While self-directed investing is totally possible, professional guidance can be valuable whether you're just starting out, planning major life changes, or simply want peace of mind.

An experienced advisor helps you develop a strategy — and more importantly, when markets get bumpy, contact your financial advisor to review your investment strategy. https://homesteadfunds.com/appointments.

Financial Wellness Tip: The Investors Trail Mix — A Simple RecipeAugust is peak camping season — and whether you're hitt...
08/03/2026

Financial Wellness Tip: The Investors Trail Mix — A Simple Recipe

August is peak camping season — and whether you're hitting the backcountry or the backyard, a good trail mix has something for every moment on the trail. A little something sweet, something salty, but most importantly, something with staying power.

Your financial plan should work the same way. A well-balanced mix of savings, investments, and an emergency fund may give you energy for the long haul and something to fall back on when the path gets rough.

Many financial professionals suggest starting with a base of three to six months of living expenses in an emergency fund. From there, regular contributions to a retirement account, even a small amount each month, may support long-term growth. Then consider adding a short-term goal, like a vacation fund or a home repair cushion, to help keep you motivated along the way.

Address

4301 Wilson Boulevard
Arlington, VA
22203

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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