1 / 5 Stars
2 2 2 1 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
#117 in Small Blend
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.
The fund has returned 22.92 percent over the past year, 13.61 percent over the past three years, 19.29 percent over the past five years, and 6.91 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.1%|
|3 Years (Annualized)||13.6%|
|5 Years (Annualized)||19.3%|
|10 Years (Annualized)||6.9%|
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 are Above Average compared to funds in the same category.
State Farm Small/Mid Cap Equity Fund has an expense ratio of 1.40 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.