2 / 5 Stars
2 2 4 4 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#50 in Moderate Allocation
U.S. News evaluated 233 Moderate Allocation 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 16.06 percent over the past year, 10.41 percent over the past three years, 12.00 percent over the past five years, and 4.97 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.7%|
|3 Years (Annualized)||10.4%|
|5 Years (Annualized)||12.0%|
|10 Years (Annualized)||5.0%|
The investment seeks long term growth of principal while providing some current income. The fund invests all of its assets in shares of the State Farm Equity Fund and the State Farm Bond Fund. It attempts to maintain approximately 60% of its net assets in shares of the State Farm Equity Fund and approximately 40% of its net assets in shares of the State Farm Bond Fund. The fund never invests more than 75% of its net assets in either underlying fund.
Fees are Average compared to funds in the same category.
State Farm Equity and Bond Fund has an expense ratio of 0.25 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.