Homestead Advisers is an institutional investment firm founded by the National Rural Electric Cooperative Association (NRECA) to manage portfolios, pension plans and mutual fund assets for rural electric cooperatives and affiliated organizations across the United States of America.
Homestead Mutual Funds
Institutional Portfolios
Separately Managed Accounts
1990
Founded
$7.1B
Assets Under Management (as of June 30, 2023)
9
Mutual Funds Advised
The Homestead Advisers Advantage
Shaped by our roots in pension plan management and guided by a focus on providing partners with long-term solutions, our portfolio management teams employ traditional, yet multi-dimensional approaches to equity and fixed-income value investing.
In The News
Funds managed by Homestead Advisers have been featured in several national publications.
