State Farm Small Cap Index Fund

Scorecard
2 / 5 Stars
Lipper
2 2 2 5 4
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

U.S. News evaluated 228 Small 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 23.19 percent over the past year, 11.48 percent over the past three years, 22.42 percent over the past five years, and 6.80 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 0.9%
1 Year 23.2%
3 Years (Annualized) 11.5%
5 Years (Annualized) 22.4%
10 Years (Annualized) 6.8%

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Summary

The investment seeks to match as closely as practicable, before fees and expenses, the performance of the Russell 2000 Small Stock Index. The fund normally invests at least 80% of the fund's total assets primarily in the common stocks of companies included in the Russell 2000 Index, in weights that approximate the relative composition of the securities contained in the index. The Russell 2000 Index is an index of 2,000 small companies that is created by taking the largest 3,000 companies traded in the U.S. and eliminating the largest 1,000 of those companies.

Fees

Fees are Above Average compared to funds in the same category.
State Farm Small Cap Index Fund has an expense ratio of 1.49 percent.

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Risk

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

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