State Farm S&P 500 Index Fund

Scorecard
3 / 5 Stars
Lipper
1 1 5 1 5
Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
TheStreet.com
A (Buy)

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 23.26 percent over the past year, 15.31 percent over the past three years, 17.58 percent over the past five years, and 6.66 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 6.5%
1 Year 23.3%
3 Years (Annualized) 15.3%
5 Years (Annualized) 17.6%
10 Years (Annualized) 6.7%

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Summary

The investment seeks to provide investment results that correspond to the total return of publicly traded common stocks in the aggregate, as represented by the S&P 500 Index. The fund seeks to achieve investment performance that is similar to the S&P 500 Index. The S&P 500 Index is a widely used measure of large U.S. company stock performance. It invests at least 90% of its total assets in stocks that are represented in the S&P 500 Index.

Fees

Fees are Above Average compared to funds in the same category.
State Farm S&P 500 Index Fund has an expense ratio of 1.07 percent.

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Risk

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

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