3 / 5 Stars
2 2 5 1 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#169 in Large Blend
U.S. News evaluated 486 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 20.65 percent over the past year, 13.09 percent over the past three years, 18.37 percent over the past five years, and 6.06 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.5%|
|3 Years (Annualized)||13.1%|
|5 Years (Annualized)||18.4%|
|10 Years (Annualized)||6.1%|
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 are Average compared to funds in the same category.
State Farm S&P 500 Index Fund has an expense ratio of 0.77 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.