State Farm:Interim (SFITX.O)

At A Glance

You hold SFITX.O in 0 portfolios

Net Asset Value

9.95USD

0.00 0.00%

09/19/2014

Category
US Treasury & Government
YTD Return (Cumulative)
 0.75%
Classification
Short US Treas
5 Year Return (Annualized)
 1.50%
Manager Benchmark
Lipper Sh US Trsy Fd IX
Lipper Leader Profile (Overall)
 
 
 
 
 

Growth of $10,000 since November, 2013 »

 SFITX.O

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund FamilyState Farm Associate
Inception Date11/01/1977
Portfolio Turnover17%
Dividend Yield--
Fund ManagerFunk/Young
Manager Tenure1998
State Farm Investment Mgmt Corporation
Three State Farm Plaza
Bloomington, IL 61710

Fees, Expenses, & Minimums

Load TypeNo load
Total Expense Ratio0.15%
Max 12b-1 Fee Ratio--
Early Redemption Fee--
Initial Investment$250
Subsequent Investments$50
Initial IRA Investments--
Subsequent IRA Investments--

Investment Strategy

The Fund seeks to invest in high quality debt securities with short-term and intermediate-term maturities.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
23
Consistent Return
 
23
Capital Preservation
 
4990
Low Expense
 
12
Tax Efficiency (U.S. only)
 
23

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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