State Farm Small/Mid Cap Equity Fund

Scorecard
2 / 5 Stars
Lipper
2 3 3 2 3
Zacks Investment Research
3 (Hold)
Standard & Poor's
2 / 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 20.41 percent over the past year, 11.38 percent over the past three years, 21.93 percent over the past five years, and 5.60 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 1.7%
1 Year 20.4%
3 Years (Annualized) 11.4%
5 Years (Annualized) 21.9%
10 Years (Annualized) 5.6%

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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 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

Fees are Above Average compared to funds in the same category.
State Farm Small/Mid Cap Equity Fund has an expense ratio of 1.90 percent.

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Risk

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

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