State Farm Equity Fund

Scorecard
2 / 5 Stars
Lipper
2 2 4 3 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
B (Buy)

#198 in Large Blend

U.S. News evaluated 481 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 23.57 percent over the past year, 14.98 percent over the past three years, 16.84 percent over the past five years, and 4.65 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 6.6%
1 Year 23.6%
3 Years (Annualized) 15.0%
5 Years (Annualized) 16.8%
10 Years (Annualized) 4.6%

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Summary

The investment seeks long-term growth of capital. Two different investment sub-advisers, Bridgeway and Westwood, select investments for the fund. Bridgeway and Westwood each manage approximately one-half of the fund's portfolio. Bridgeway primarily invests its portion of the Equity Fund in a diversified portfolio of large growth stocks. Under normal market conditions, Westwood invests at least 80% of its portion of the Equity Fund (which includes, for purposes of this test, the amount of any borrowings for investment purposes) primarily in common stocks of large capitalization companies, including foreign companies.

Fees

Fees are Above Average compared to funds in the same category.
State Farm Equity Fund has an expense ratio of 1.17 percent.

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Risk

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

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