2 / 5 Stars
1 2 2 2 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 218 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 15.90 percent over the past year, 11.46 percent over the past three years, 2.35 percent over the past five years, and 7.00 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||12.8%|
|3 Years (Annualized)||11.5%|
|5 Years (Annualized)||2.3%|
|10 Years (Annualized)||7.0%|
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, and may invest up to 10% of its segment of the fund's portfolio primarily in common stocks of foreign companies. Rainier invests its segment of the fund primarily (at least 80%) in the common stock of mid-capitalization companies traded in the U.S.
Fees are High compared to funds in the same category.
State Farm Small/Mid Cap Equity Fund has an expense ratio of 2.10 percent.
Risk is Average compared to funds in the same category according to Morningstar.