Homestead Funds

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Homestead Funds company description

Homestead Funds is a family of mutual funds offering equity and fixed-income strategies to all investors. 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 Homestead Funds, we bring the reliable, community-focused spirit of rural electric cooperatives to the world of investing. Investing in any mutual fund, 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 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. Homestead Advisers Corp. and Homestead Financial Services Corp. are indirect, wholly owned subsidiaries of the National Rural Electric Cooperative Association (NRECA).

Key Employees

  • Rob Dunphy
    Head of Intermediary Distribution
  • Jim Polk
    Head of Equity Investments
  • Nicholas Hiatt
    Equity Analyst

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New team members of Homestead Funds

Shannon Truman
Regional Relationship Manager
Tamika Bishop
Deferred Compensation Consultant
Megan Fontem
Financial Advisor Manager
Ryan Deedy
Equity Analyst
Laurie Webster
Chief Operating Officer
Rebecca Ferguson
Executive Assisant to CEO
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