State Farm Small/Mid Cap Equity Fund

Scorecard
2 / 5 Stars
Lipper
2 2 3 1 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
TheStreet.com
C- (Hold)

U.S. News evaluated 229 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 22.63 percent over the past year, 13.25 percent over the past three years, 18.92 percent over the past five years, and 6.57 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 5.0%
1 Year 22.6%
3 Years (Annualized) 13.2%
5 Years (Annualized) 18.9%
10 Years (Annualized) 6.6%

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Summary

The investment seeks long-term growth of capital. The fund's two different investment sub-advisers, Bridgeway and Rainier, each manage approximately one-half of the fund's portfolio. Bridgeway primarily invests its segment of The fund invests in a diversified portfolio of small and mid-capitalization stocks. Rainier invests its segment of the fund primarily (at least 80%) in the common stock of mid-capitalization companies traded in the U.S. with prospects of strong earnings growth and attractive overall business fundamentals, selling at reasonable valuations.

Fees

Fees are Above Average compared to funds in the same category.
State Farm Small/Mid Cap Equity Fund has an expense ratio of 1.72 percent.

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Risk

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

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