Fund Manager Launches Thematic Mutual Fund for Rural America

Homestead Funds is a Virginia-based fund manager that provides financial advice and mutual funds to the National Rural Electric Cooperative Association’s 900 electric co-op members. Montieth & Company supported the $2.7 billion fund manager in the launch of its Rural America mutual fund.

In advance of the thematic fund launch, Montieth & Company created a comprehensive communications strategy and plan that provided clear and compelling messaging on how Homestead Funds was differentiated in its focus on rural America. We set up introductory interviews with financial reporters, including Joy Wiltermuth, a markets reporter at MarketWatch, who took a deep interest in the story. This marketing communications services strategy resulted in a number of placements ahead of the mutual fund launch that positioned Homestead Funds as an expert voice on rural America.

For the fund launch, Montieth & Company leveraged the relationship established with Joy, which resulted in a feature article published in MarketWatch on the thematic fund launch in timely coordination with the press release announcement.