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 t

o 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).

June is one of the biggest months for tying the knot, and while weddings are joyful celebrations, they can also carry a ...
06/02/2026

June is one of the biggest months for tying the knot, and while weddings are joyful celebrations, they can also carry a significant price tag. The earlier you start setting money aside, the more breathing room you can give yourself as the big day approaches.

A clear sense of your total budget, broken down by category like venue, catering, photography, and attire, can help you track progress and stay on course without the stress of last-minute scrambling.

Whether you're a parent thinking years ahead or someone saving on your own timeline, giving your money time to grow can be one of the most thoughtful ways to prepare for such a meaningful milestone.

Learn more about saving for a future celebration here: https://bit.ly/4uKMn9P.

School's almost out — but the learning doesn't have to stop! One of our portfolio managers visited a local classroom to ...
05/28/2026

School's almost out — but the learning doesn't have to stop!

One of our portfolio managers visited a local classroom to talk with first graders about the basics of money: saving, spending, and why it matters. And of course, Willie Wiredhand was along for the ride.

Financial literacy can start early, and conversations at home can make a real difference. Whether you're wrapping up the school year or gearing up for summer, our website has an activity book and conversation starters to help adults talk to kids about money.

https://bit.ly/43ANvRy

Where's Willie? We found him wandering the tulip fields near Amsterdam! 🌷Fun fact: The Dutch tulip fields are so vast an...
05/19/2026

Where's Willie? We found him wandering the tulip fields near Amsterdam! 🌷

Fun fact: The Dutch tulip fields are so vast and colorful, they're visible from space.

Here's the thing about tulips — they don't pop up overnight. Bulbs go in the ground in the fall, weather the cold all winter, and by spring? Boom. Something beautiful.

Not so different from a savings goal, really. Whether it's a dream trip to Amsterdam or a comfortable retirement, planting early and staying consistent can help your efforts bloom over time.

Start planning today: https://bit.ly/4dg4c9z.

05/13/2026

Looking for a fun and practical way to teach kids about money? “My Investment Adventure” is an activity book designed to help adults introduce financial concepts through age-appropriate, hands-on activities.

This guide makes financial literacy engaging and accessible for the kids in your life. https://www.homesteadadvisers.com/wp-content/uploads/Youth-Activity-Book.pdf

May is graduation season, a good reminder that education costs keep rising and that the best time to start planning for ...
05/12/2026

May is graduation season, a good reminder that education costs keep rising and that the best time to start planning for the young people in your life is before you think you need to.

If you have children, grandchildren, nieces, or nephews in your life, even modest contributions made consistently over the next 10 to 15 years can make a difference when the time comes.

Two options worth understanding:
A 529 Plan offers tax-free growth for qualified education expenses. Keep in mind that non-qualified withdrawals may be subject to penalties, and assets can affect financial aid eligibility.

A Uniform Gift/Transfer to Minors Account (UGMA/UTMA) is more flexible since funds aren't restricted to education, but assets are subject to taxes, and once the minor reaches adulthood, the funds are fully theirs to manage.

You don't have to fund everything. Even partially covering education costs may help give your graduate a little more financial breathing room when they enter the workforce.

Start now. Future you, and future them, may be glad you did.

Learn more at https://bit.ly/4dklmTy.

04/22/2026

Teaching kids that small amounts have the potential to grow into something bigger? That's parenting gold right there. Start with a piggy bank, graduate to a savings account, then introduce them to investing basics.

When children see how their dollars can multiply, some may say you're giving them a financial superpower. Explore youth investing basics: https://www.homesteadadvisers.com/who-we-serve/individuals/youth/

Willie Wiredhand went to Las Vegas for spring break!Fun fact: Las Vegas is considered the wedding capital of the world. ...
04/08/2026

Willie Wiredhand went to Las Vegas for spring break!

Fun fact: Las Vegas is considered the wedding capital of the world. Over 70,000 couples said “I do” there last year!

Behind every big moment — a wedding, a honeymoon, a new home — is a savings goal that helped make it possible.

Dreaming of your own milestone? Our financial calculators can help you set a savings goal and map out how to get there: homesteadadvisers.com/calculators

Tax refunds feel like found money — but they're actually your money, just returned late.Before that deposit hits your ac...
03/25/2026

Tax refunds feel like found money — but they're actually your money, just returned late.

Before that deposit hits your account, consider taking a few minutes to decide where it's going. Whether it's your emergency fund, a debt payoff, or a retirement contribution, an intentional plan beats a vague one every time.

Not sure where to start? Our latest issue of Horizons explores a few ways you could put your refund to work, check-ins worth doing every year, and wisdom from Willie Wiredhand.

Read it here: https://bit.ly/4t691bR

03/18/2026

Your 20s, 40s, and 60s call for different investment approaches. Early career focuses on growth, mid-career balances growth with stability, and late career emphasizes income and preservation.

Understanding where you are helps determine the best path forward. Find strategies for your life stage: https://bit.ly/4cMBKNO

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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