2 / 5 Stars
2 2 3 1 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 225 Small 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 21.16 percent over the past year, 12.50 percent over the past three years, 19.34 percent over the past five years, and 5.22 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.7%|
|3 Years (Annualized)||12.5%|
|5 Years (Annualized)||19.3%|
|10 Years (Annualized)||5.2%|
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 in a diversified portfolio of small and mid-capitalization stocks. Bridgeway primarily invests its segment of the fund in a diversified portfolio of small and mid-capitalization stocks.
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.
Risk is Average compared to funds in the same category according to Morningstar.