For the 35th anniversary, it seems fitting that coral is the traditional symbol that represents this milestone. Just as corals grow steadily over decades to become vibrant, thriving ecosystems, investing requires the same patient, long-term dedication that has defined our 35 years in business.
For three and a half decades, Homestead Funds has embodied these principles of steady growth and resilience. And similar to how a coral withstands ocean storms to emerge stronger, we’ve maintained our disciplined approach through various market cycles. This unwavering commitment allows us to focus on what matters most: building wealth through quality investment products and dedicated customer service to shareholders.
As we look toward the future, we remain committed to helping you work toward your financial goals throughout every phase of your investment journey.
Thank you to those who have placed their trust in us over the last 35 years. Our story is because of you.
Read the Press Release: Homestead Funds Celebrates 35 Years of Serving Main Street America
The Value Fund: Our Flagship Fund
For investors seeking to build a foundation for long-term wealth, our Value Fund has provided a steady option through decades of changing markets. By focusing on quality companies trading at reasonable valuations, it reflects our commitment to patient, disciplined investing — the same philosophy that has guided Homestead Funds since our founding.
Learn More About the Value Fund
A Milestone Worth Celebrating
Born 35 years ago from NRECA’s vision to provide pension plan management to our electric cooperative members and offer accessible, affordable wealth management services to the hardworking cooperative employees of rural America.
For 35 years, relationships have come before transactions. Founded by NRECA and guided by the cooperative principles, Beth Civerolo and Brian Allen reflect on what happens when clients become extended family.
Equity securities generally have greater price volatility than fixed-income securities. The market price of equity securities may go up or down, sometimes rapidly or unpredictably. Equity securities may decline in value due to a number of factors including those relating to the issuer or equity securities markets generally, among others.
Value stocks are subject to the risk that returns on stocks within this style category will trail returns of stocks representing other styles or the market overall over any period of time and may shift in and out of favor with investors generally, sometimes rapidly, depending on changes in market, economic, and other factors. Investments in value securities may be subject to risks, among others, that (1) the issuer’s potential business prospects will not be realized; (2) their potential values will not be recognized by the market; and (3) they will not perform as anticipated.