State Farm International Index Fund

Scorecard
2 / 5 Stars
Lipper
2 3 2 3 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
D- (Sell)

#134 in Foreign Large Blend

U.S. News evaluated 209 Foreign Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all State Farm funds

See full Foreign Large Blend rankings

See more fund rankings

Performance

The fund has returned 18.48 percent over the past year, 5.54 percent over the past three years, 16.79 percent over the past five years, and 5.63 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 1.3%
1 Year 18.5%
3 Years (Annualized) 5.5%
5 Years (Annualized) 16.8%
10 Years (Annualized) 5.6%

See more SIIAX performance

Summary

The investment seeks to match as closely as practicable, before fees and expenses, the performance of an international portfolio of common stocks represented by the Morgan Stanley International Europe, Australasia, and Far East Free Index. The fund invests at least 80% of its total assets primarily in the common stock of companies included in the EAFE Free Index, in weights that approximate the relative composition of the securities contained in the index. The EAFE Free Index is a capitalization-weighted index that currently includes stocks of companies located in 16 European countries, Australia, Israel, New Zealand, Hong Kong, Japan and Singapore.

Fees

Fees are Above Average compared to funds in the same category.
State Farm International Index Fund has an expense ratio of 1.20 percent.

See more SIIAX fees

Risk

Risk is Average compared to funds in the same category according to Morningstar.

See more SIIAX risk