State Farm Interim Fund

Class No Load (SFITX)
Scorecard
3 / 5 Stars
Lipper
5 5 5 4 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
TheStreet.com
D+ (Sell)

#27 in Short-Term Government

U.S. News evaluated 51 Short Government 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 -0.27 percent over the past year, 1.31 percent over the past three years, 1.65 percent over the past five years, and 2.79 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 0.8%
1 Year -0.3%
3 Years (Annualized) 1.3%
5 Years (Annualized) 1.7%
10 Years (Annualized) 2.8%

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Summary

The investment seeks the realization over a period of years of the highest yield consistent with relatively low price volatility. The fund invests in high quality debt securities with short- and intermediate-term maturities, including U.S. government and agency obligations, high quality corporate obligations, and high quality commercial paper and other money market instruments. The adviser typically distributes the fund's investments in varying amounts among securities maturing in up to six or seven years from the time of purchase, but occasionally may purchase securities maturing in up to 15 years.

Fees

Fees are Low compared to funds in the same category.
State Farm Interim Fund has an expense ratio of 0.15 percent.

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Risk

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

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