State Farm Mutual Funds – Fund Performance

This performance data represents past performance and does not guarantee future results. There is no guarantee that the circumstances leading to this performance will be replicated in the future. Investment return and principal value will fluctuate and fund shares, when redeemed, may be worth less than their original cost. Recent performance may be less than the figures shown.

Click on the fund name for more information, including standardized performance as of the last calendar month or quarter.

Select Funds to View


Select Period to View

check / uncheck all

Average Annual Total Returns as of 4/30/2013

Show / hide classes: Leg A Leg B A B I R-1 R-2 R-3
Net Asset Value
(NAV)

Maximum
Sales Charge
(MSC)
Year
to
Date
1 yr 3 yr 5 yr 10 yr
or
Since
Inception*
Subsidized
30-day
SEC
Yield(%)8
Unsubsidized
30-day
SEC
Yield(%)8
Total Annual
Operating Exp.
Gross Net
Legacy A @NAV 13.11 16.72 11.35 1.82 4.42     1.18 1.18
  @MSC 9.71 13.15 10.20 1.20 4.10 n/a n/a    
Legacy B @NAV 12.85 16.25 10.89 1.36 4.01     1.58 1.58
  @MSC 9.85 13.25 10.14 0.98 4.01 n/a n/a    
Class A @NAV 13.17 16.83 11.35 1.80 0.81     1.18 1.18
  @MSC 7.57 10.93 9.45 0.75 0.39 n/a n/a    
Class B @NAV 12.71 15.75 10.54 1.08 0.08     1.88 1.88
  @MSC 7.71 10.75 9.57 0.70 0.08 n/a n/a    
Class I   13.11 16.98 11.65 2.04 4.74 n/a n/a 0.93 0.93
Class R-1   13.02 16.34 10.99 1.49 0.46 n/a n/a 1.50 1.50
Class R-2   13.04 16.56 11.18 1.65 0.66 n/a n/a 1.30 1.30
Class R-3   13.11 16.91 11.58 1.99 0.99 n/a n/a 1.00 1.00
Benchmark:
S&P 500® Index
     12.74 16.89 12.80 5.21 7.88 n/a n/a 0.00 0.00
Legacy A @NAV 12.45 16.01 11.95 4.45 7.08     0.77 0.77
  @MSC 9.11 12.50 10.80 3.81 6.74 n/a n/a    
Legacy B @NAV 12.38 15.59 11.52 4.04 6.68     1.17 1.17
  @MSC 9.38 12.59 10.78 3.69 6.68 n/a n/a    
Class A @NAV 12.51 16.03 11.97 4.45 2.73     0.76 0.76
  @MSC 6.92 10.27 10.07 3.39 2.30 n/a n/a    
Class B @NAV 12.17 15.18 11.16 3.73 2.04     1.47 1.47
  @MSC 7.17 10.18 10.20 3.38 2.04 n/a n/a    
Class I   12.60 16.33 12.25 4.75 7.42 n/a n/a 0.52 0.52
Class R-1   12.37 15.65 11.61 4.14 2.40 n/a n/a 1.09 1.09
Class R-2   12.43 15.88 11.82 4.35 2.60 n/a n/a 0.89 0.89
Class R-3   12.52 16.18 12.14 4.66 2.93 n/a n/a 0.59 0.59
Benchmark: S&P 500® Index   12.74 16.89 12.80 5.21 7.88 n/a n/a 0.00 0.00
Legacy A @NAV 13.00 16.73 12.24 3.01 7.73     1.44 1.42
  @MSC 9.60 13.22 11.12 2.39 7.40 n/a n/a    
Legacy B @NAV 12.92 16.26 11.79 2.60 7.31     1.84 1.82
  @MSC 9.92 13.26 11.06 2.24 7.31 n/a n/a    
Class A @NAV 13.06 16.73 12.23 2.99 3.92     1.44 1.42
  @MSC 7.43 10.94 10.33 1.95 3.49 n/a n/a    
Class B @NAV 12.77 15.90 11.46 2.35 3.24     2.14 2.12
  @MSC 7.77 10.90 10.52 1.98 3.24 n/a n/a    
Class I   13.11 17.05 12.47 3.25 8.04 n/a n/a 1.19 1.17
Class R-1   12.96 16.41 11.86 2.71 3.58 n/a n/a 1.76 1.74
Class R-2   13.02 16.65 12.08 2.90 3.78 n/a n/a 1.56 1.54
Class R-3   13.13 16.88 12.43 3.20 4.11 n/a n/a 1.26 1.24
Benchmark: Russell 2500® Index   13.20 18.96 12.95 7.95 11.38 n/a n/a 0.00 0.00
Legacy A @NAV 11.65 16.56 10.23 6.28 9.36     1.06 1.03
  @MSC 8.28 13.09 9.11 5.64 9.03 n/a n/a    
Legacy B @NAV 11.54 16.18 9.80 5.87 8.95     1.46 1.43
  @MSC 8.54 13.18 9.04 5.55 8.95 n/a n/a    
Class A @NAV 11.62 16.59 10.21 6.30 6.30     1.06 1.03
  @MSC 6.01 10.75 8.35 5.22 5.85 n/a n/a    
Class B @NAV 11.40 15.82 9.47 5.55 5.62     1.76 1.73
  @MSC 6.40 10.82 8.48 5.22 5.62 n/a n/a    
Class I   11.72 16.93 10.55 6.57 9.70 n/a n/a 0.81 0.78
Class R-1   11.57 16.25 9.90 5.97 5.98 n/a n/a 1.38 1.35
Class R-2   11.63 16.46 10.11 6.17 6.18 n/a n/a 1.18 1.15
Class R-3   11.72 16.78 10.45 6.48 6.48 n/a n/a 0.88 0.85
Benchmark: Russell 2000® Index   11.98 17.69 11.25 7.27 10.47 n/a n/a 0.00 0.00
Legacy A @NAV 5.55 10.69 6.90 -2.05 7.15     1.55 1.50
  @MSC 2.35 7.39 5.83 -2.64 6.81 n/a n/a    
Legacy B @NAV 5.41 10.26 6.48 -2.45 6.71     1.95 1.90
  @MSC 2.41 7.26 5.66 -2.82 6.71 n/a n/a    
Class A @NAV 5.60 10.67 6.90 -2.06 2.36     1.55 1.50
  @MSC 0.29 5.17 5.09 -3.06 1.94 n/a n/a    
Class B @NAV 5.47 10.13 6.24 -2.67 1.71     1.90 1.85
  @MSC 0.47 5.13 5.20 -3.04 1.71 n/a n/a    
Class I   5.65 11.03 7.20 -1.80 7.47 n/a n/a 1.30 1.25
Class R-1   5.53 10.39 6.60 -2.35 2.04 n/a n/a 1.87 1.82
Class R-2   5.61 10.57 6.81 -2.17 2.26 n/a n/a 1.67 1.62
Class R-3   5.66 10.92 7.11 -1.86 2.56 n/a n/a 1.37 1.32
Benchmark: MSCI ACWI Ex-US Index   6.96 14.15 5.98 -0.84 10.32 n/a n/a 0.00 0.00
Legacy A @NAV 9.21 18.32 6.57 -1.86 8.15     1.26 1.20
  @MSC 5.89 14.74 5.51 -2.46 7.82 n/a n/a    
Legacy B @NAV 9.07 17.85 6.17 -2.25 7.74     1.66 1.60
  @MSC 6.07 14.85 5.35 -2.61 7.74 n/a n/a    
Class A @NAV 9.19 18.30 6.59 -1.82 3.01     1.26 1.20
  @MSC 3.69 12.43 4.79 -2.82 2.58 n/a n/a    
Class B @NAV 8.89 17.42 5.84 -2.54 2.33     1.96 1.90
  @MSC 3.89 12.42 4.79 -2.91 2.33 n/a n/a    
Class I   9.18 18.51 6.85 -1.63 8.47 n/a n/a 1.01 0.95
Class R-1   9.00 17.80 6.24 -2.16 2.68 n/a n/a 1.58 1.52
Class R-2   9.12 18.08 6.44 -1.98 2.88 n/a n/a 1.38 1.32
Class R-3   9.17 18.44 6.79 -1.68 3.20 n/a n/a 1.08 1.02
Benchmark: MSCI EAFE® Free Index   10.61 19.39 7.44 -0.93 9.23 n/a n/a 0.00 0.00
Legacy A @NAV 8.11 11.39 9.00 3.73 4.83     1.07 0.97
  @MSC 4.88 8.01 7.88 3.11 4.51 1.68 1.55    
Legacy B @NAV 7.98 10.91 8.57 3.31 4.42     1.47 1.37
  @MSC 4.98 7.91 7.79 2.96 4.42 1.24 1.11    
Class A @NAV 8.19 11.37 9.01 3.74 2.94     1.07 0.97
  @MSC 2.74 5.81 7.16 2.68 2.51 1.69 1.56    
Class B @NAV 7.83 10.61 8.29 3.08 2.30     1.77 1.67
  @MSC 2.83 5.61 7.28 2.73 2.30 0.92 0.79    
Class I   8.18 11.62 9.25 3.98 5.16 1.94 1.81 0.82 0.72
Class R-1   7.93 10.94 8.65 3.40 2.62 1.33 1.20 1.39 1.29
Class R-2   8.16 11.23 8.88 3.62 2.83 1.55 1.41 1.19 1.09
Class R-3   8.27 11.67 9.18 3.93 3.14 1.87 1.73 0.89 0.79
Benchmark: Blended Benchmark*   7.90 11.59 10.18 5.87 7.03 n/a n/a 0.00 0.00
Legacy A @NAV 0.81 3.31 5.10 5.69 4.66     0.67 0.67
  @MSC -2.18 0.22 4.05 5.04 4.34 1.20 1.20    
Legacy B @NAV 0.67 2.89 4.71 5.28 4.25     1.07 1.07
  @MSC -2.33 -0.11 3.87 4.95 4.25 0.75 0.75    
Class A @NAV 0.90 3.30 5.13 5.70 5.30     0.67 0.67
  @MSC -2.10 0.22 4.08 5.06 5.04 1.20 1.20    
Class B @NAV 0.68 2.90 4.72 5.29 4.88     1.07 1.07
  @MSC -2.32 -0.10 3.88 4.96 4.88 0.80 0.80    
Class I   0.89 3.56 5.37 5.97 4.98 1.51 1.51 0.42 0.42
Class R-1   0.79 2.98 4.80 5.37 4.97 0.89 0.89 0.99 0.99
Class R-2   0.77 3.10 4.98 5.56 5.15 1.11 1.11 0.79 0.79
Class R-3   0.87 3.49 5.29 5.90 5.46 1.43 1.43 0.49 0.49
Benchmark: Barclays U.S. Aggregate Bond Index   0.89 3.68 5.51 5.72 5.04 n/a n/a 0.00 0.00
Legacy A @NAV 0.91 4.08 5.43 5.70 4.62     0.68 0.68
  @MSC -2.12 0.99 4.37 5.06 4.31 1.91 1.91    
Legacy B @NAV 0.86 3.84 5.03 5.29 4.22     1.08 1.08
  @MSC -2.14 0.84 4.20 4.96 4.22 1.47 1.47    
Class A @NAV 0.91 4.16 5.42 5.71 5.20     0.68 0.68
  @MSC -2.12 1.07 4.34 5.07 4.93 1.90 1.90    
Class B @NAV 0.78 3.75 5.03 5.29 4.78     1.08 1.08
  @MSC -2.22 0.75 4.20 4.96 4.78 1.53 1.53    
Class I                    
Class R-1                    
Class R-2                    
Class R-3                    
Benchmark: Barclays Municipal Bond Index   1.39 5.19 6.18 6.09 5.05 n/a n/a 0.00 0.00
Legacy A @NAV 3.51 6.77 6.79 4.70 5.39     1.55 1.18
  @MSC 0.37 3.54 5.71 4.06 5.07 n/a n/a    
Legacy B @NAV 3.39 6.25 6.36 4.30 4.97     1.95 1.58
  @MSC 0.39 3.25 5.54 3.96 4.97 n/a n/a    
Class A @NAV 3.51 6.68 6.77 4.70 5.39     1.55 1.18
  @MSC -1.65 1.31 4.95 3.63 4.85 n/a n/a    
Class B @NAV 3.42 6.22 6.16 4.03 4.71     1.85 1.48
  @MSC -1.58 1.22 5.11 3.68 4.71 n/a n/a    
Class I   3.65 6.95 7.06 4.97 5.69   n/a 1.30 0.93
Class R-1   3.42 6.38 6.47 4.38 5.05 n/a n/a 1.87 1.50
Class R-2   3.46 6.60 6.64 4.59 5.26 n/a n/a 1.67 1.30
Class R-3   3.65 6.92 7.01 4.92 5.57 n/a n/a 1.37 1.00
Benchmark: Custom Blended Benchmark   4.15 7.71 7.83 5.45 6.50 n/a n/a 0.00 0.00
Legacy A @NAV 4.76 8.29 7.52 3.56 6.07     1.57 1.18
  @MSC 1.61 5.05 6.43 2.94 5.75 n/a n/a    
Legacy B @NAV 4.68 7.90 7.10 3.15 5.67     1.97 1.58
  @MSC 1.68 4.90 6.29 2.80 5.67 n/a n/a    
Class A @NAV 4.74 8.23 7.51 3.55 6.10     1.57 1.18
  @MSC -0.48 2.82 5.68 2.49 5.56 n/a n/a    
Class B @NAV 4.56 7.48 6.74 2.84 5.40     2.27 1.88
  @MSC -0.44 2.48 5.70 2.48 5.40 n/a n/a    
Class I   4.88 8.50 7.76 3.80 6.39 n/a n/a 1.32 0.93
Class R-1   4.70 7.88 7.16 3.22 5.76 n/a n/a 1.89 1.50
Class R-2   4.76 8.14 7.38 3.44 5.95 n/a n/a 1.69 1.30
Class R-3   4.82 8.46 7.69 3.74 6.21 n/a n/a 1.39 1.00
Benchmark: Custom Blended Benchmark   5.76 9.84 8.69 4.60 7.31 n/a n/a 0.00 0.00
Legacy A @NAV 6.11 9.86 8.14 2.99 6.29     1.59 1.19
  @MSC 2.93 6.57 7.07 2.36 5.96 n/a n/a    
Legacy B @NAV 5.98 9.45 7.71 2.59 5.87     1.99 1.59
  @MSC 2.98 6.45 6.91 2.22 5.87 n/a n/a    
Class A @NAV 6.12 9.90 8.14 3.00 6.30     1.59 1.19
  @MSC 0.80 4.43 6.30 1.94 5.76 n/a n/a    
Class B @NAV 5.86 9.08 7.39 2.28 5.61     2.29 1.89
  @MSC 0.86 4.08 6.37 1.91 5.61 n/a n/a    
Class I   6.23 10.15 8.40 3.25 6.60 n/a n/a 1.34 0.94
Class R-1   6.00 9.61 7.82 2.67 5.97 n/a n/a 1.91 1.51
Class R-2   6.06 9.75 8.01 2.88 6.17 n/a n/a 1.71 1.31
Class R-3   6.16 10.05 8.34 3.23 6.49 n/a n/a 1.41 1.01
Benchmark: Custom Blended Benchmark   7.44 12.04 9.49 4.30 7.68 n/a n/a 0.00 0.00
Legacy A @NAV 7.10 11.18 8.60 2.45 6.40     1.63 1.20
  @MSC 3.88 7.84 7.50 1.83 6.08 n/a n/a    
Legacy B @NAV 6.97 10.72 8.17 2.04 6.00     2.03 1.60
  @MSC 3.97 7.72 7.38 1.67 6.00 n/a n/a    
Class A @NAV 7.19 11.17 8.61 2.46 6.40     1.63 1.20
  @MSC 1.84 5.58 6.78 1.41 5.86 n/a n/a    
Class B @NAV 6.88 10.38 7.85 1.75 5.73     2.33 1.90
  @MSC 1.88 5.38 6.84 1.37 5.73 n/a n/a    
Class I   7.21 11.47 8.85 2.71 6.71 n/a n/a 1.38 0.95
Class R-1   7.08 10.82 8.27 2.11 6.07 n/a n/a 1.95 1.52
Class R-2   7.12 11.04 8.48 2.33 6.29 n/a n/a 1.75 1.32
Class R-3   7.14 11.33 8.79 2.85 6.70 n/a n/a 1.45 1.02
Benchmark: Custom Blended Benchmark   8.79 13.79 10.08 3.95 7.93 n/a n/a 0.00 0.00
Class A @NAV 8.10 12.12 8.97 n/a 4.68     1.76 1.25
  @MSC 2.66 6.56 7.14 n/a 3.56 n/a n/a    
Class R-1   7.97 11.78 8.63 n/a 4.38 n/a n/a 2.08 1.57
Class R-2   8.07 12.09 8.85 n/a 4.59 n/a n/a 1.88 1.37
Benchmark: Custom Blended Benchmark   9.97 15.30 10.56 n/a 6.52 n/a n/a 0.00 0.00
Legacy A @NAV 10.60 13.46 10.72 2.47 4.82     1.18 1.18
  @MSC 7.29 10.00 9.63 1.84 4.50 n/a n/a    
Legacy B @NAV 10.49 13.13 10.24 2.05 4.43     1.58 1.58
  @MSC 7.49 10.13 9.48 1.67 4.43 n/a n/a    
Class A @NAV 10.72 13.59 10.68 2.47 0.63     1.18 1.18
  @MSC 5.24 7.88 8.78 1.41 0.21 n/a n/a    
Class B @NAV 10.41 12.69 9.91 1.75 -0.08     1.88 1.88
  @MSC 5.41 7.69 8.94 1.37 -0.08 n/a n/a    
Class I   10.67 13.75 10.98 2.74 5.15     0.93 0.93
Class R-1   10.57 13.11 10.31 2.16 0.28 n/a n/a 1.50 1.50
Class R-2   10.58 13.32 10.51 2.35 0.49 n/a n/a 1.30 1.30
Class R-3   10.52 13.70 10.86 2.63 0.81 n/a n/a 1.00 1.00
Benchmark: S&P 500® Index   10.61 13.96 12.67 5.81 8.53 n/a n/a 0.00 0.00
Legacy A @NAV 10.41 13.04 11.81 5.06 7.73     0.77 0.77
  @MSC 7.12 9.65 10.69 4.43 7.40 n/a n/a    
Legacy B @NAV 10.35 12.65 11.38 4.63 7.32     1.17 1.17
  @MSC 7.35 9.65 10.64 4.30 7.32 n/a n/a    
Class A @NAV 10.46 13.05 11.83 5.06 2.60     0.76 0.76
  @MSC 4.97 7.39 9.94 3.99 2.16 n/a n/a    
Class B @NAV 10.22 12.32 11.05 4.34 1.91     1.47 1.47
  @MSC 5.22 7.32 10.09 4.00 1.91 n/a n/a    
Class I   10.47 13.38 12.12 5.33 8.05     0.52 0.52
Class R-1   10.33 12.69 11.47 4.73 2.26 n/a n/a 1.09 1.09
Class R-2   10.37 13.01 11.68 4.94 2.47 n/a n/a 0.89 0.89
Class R-3   10.39 13.23 12.01 5.24 2.79 n/a n/a 0.59 0.59
Benchmark: S&P 500® Index   10.61 13.96 12.67 5.81 8.53 n/a n/a 0.00 0.00
Legacy A @NAV 12.71 16.20 14.02 4.01 8.74     1.44 1.42
  @MSC 9.31 12.71 12.88 3.37 8.40 n/a n/a    
Legacy B @NAV 12.62 15.70 13.55 3.58 8.30     1.84 1.82
  @MSC 9.62 12.70 12.83 3.23 8.30 n/a n/a    
Class A @NAV 12.77 16.21 14.02 3.99 3.93     1.44 1.42
  @MSC 7.16 10.35 12.09 2.92 3.50 n/a n/a    
Class B @NAV 12.57 15.46 13.28 3.33 3.25     2.14 2.12
  @MSC 7.57 10.46 12.36 2.97 3.25 n/a n/a    
Class I   12.73 16.44 14.27 4.25 9.04 n/a n/a 1.19 1.17
Class R-1   12.66 15.87 13.65 3.68 3.58 n/a n/a 1.76 1.74
Class R-2   12.63 16.02 13.87 3.87 3.78 n/a n/a 1.56 1.54
Class R-3   12.75 16.37 14.19 4.18 4.11 n/a n/a 1.26 1.24
Benchmark: Russell 2500® Index   12.85 17.73 14.59 9.02 12.30 n/a n/a 0.00 0.00
Legacy A @NAV 12.21 15.28 12.43 7.24 10.41     1.06 1.03
  @MSC 8.82 11.82 11.30 6.58 10.07 n/a n/a    
Legacy B @NAV 12.10 14.79 12.00 6.82 9.98     1.46 1.43
  @MSC 9.10 11.79 11.26 6.51 9.98 n/a n/a    
Class A @NAV 12.17 15.24 12.43 7.25 6.38     1.06 1.03
  @MSC 6.53 9.48 10.53 6.14 5.94 n/a n/a    
Class B @NAV 12.04 14.44 11.64 6.50 5.71     1.76 1.73
  @MSC 7.04 9.44 10.70 6.19 5.71 n/a n/a    
Class I   12.20 15.50 12.70 7.52 10.74 n/a n/a 0.81 0.78
Class R-1   12.12 14.90 12.08 6.92 6.07 n/a n/a 1.38 1.35
Class R-2   12.18 15.11 12.30 7.11 6.26 n/a n/a 1.18 1.15
Class R-3   12.27 15.52 12.66 7.44 6.57 n/a n/a 0.88 0.85
Benchmark: Russell 2000® Index   12.39 16.30 13.45 8.24 11.52 n/a n/a 0.00 0.00
Legacy A @NAV 3.23 7.35 5.39 -1.44 7.90     1.55 1.50
  @MSC 0.10 4.18 4.32 -2.04 7.57 n/a n/a    
Legacy B @NAV 3.06 6.89 4.96 -1.85 7.49     1.95 1.90
  @MSC 0.06 3.89 4.12 -2.22 7.49 n/a n/a    
Class A @NAV 3.26 7.30 5.39 -1.45 2.19     1.55 1.50
  @MSC -1.93 1.91 3.60 -2.45 1.77 n/a n/a    
Class B @NAV 3.20 6.72 4.72 -2.05 1.54     1.90 1.85
  @MSC -1.80 1.72 3.64 -2.43 1.54 n/a n/a    
Class I   3.23 7.57 5.62 -1.20 8.22 n/a n/a 1.30 1.25
Class R-1   3.17 7.01 5.08 -1.75 1.87 n/a n/a 1.87 1.82
Class R-2   3.26 7.20 5.25 -1.57 2.08 n/a n/a 1.67 1.62
Class R-3   3.23 7.47 5.57 -1.27 2.38 n/a n/a 1.37 1.32
Benchmark: MSCI ACWI Ex-US Index   3.17 8.36 4.41 -0.39 10.93 n/a n/a 0.00 0.00
Legacy A @NAV 4.18 10.42 4.06 -1.74 8.65     1.26 1.20
  @MSC 1.01 7.15 3.01 -2.33 8.33 n/a n/a    
Legacy B @NAV 4.06 9.90 3.67 -2.13 8.25     1.66 1.60
  @MSC 1.06 6.90 2.81 -2.49 8.25 n/a n/a    
Class A @NAV 4.17 10.31 4.08 -1.69 2.64     1.26 1.20
  @MSC -1.08 4.76 2.31 -2.69 2.21 n/a n/a    
Class B @NAV 3.88 9.60 3.35 -2.42 1.96     1.96 1.90
  @MSC -1.12 4.60 2.25 -2.79 1.96 n/a n/a    
Class I   4.16 10.63 4.34 -1.48 8.98 n/a n/a 1.01 0.95
Class R-1   4.07 10.05 3.77 -2.02 2.31 n/a n/a 1.58 1.52
Class R-2   4.08 10.19 3.92 -1.85 2.51 n/a n/a 1.38 1.32
Class R-3   4.16 10.57 4.28 -1.54 2.82 n/a n/a 1.08 1.02
Benchmark: MSCI EAFE® Free Index   5.13 11.26 5.00 -0.89 9.69 n/a n/a 0.00 0.00
Legacy A @NAV 6.29 9.63 8.57 4.02 5.06     1.07 0.97
  @MSC 3.10 6.30 7.45 3.38 4.74 1.75 1.65    
Legacy B @NAV 6.27 9.28 8.18 3.62 4.66     1.47 1.37
  @MSC 3.27 6.28 7.39 3.27 4.66 1.35 1.25    
Class A @NAV 6.34 9.60 8.63 4.03 2.82     1.07 0.97
  @MSC 0.99 4.12 6.77 2.96 2.39 1.75 1.66    
Class B @NAV 6.10 8.96 7.90 3.37 2.18     1.77 1.67
  @MSC 1.10 3.96 6.89 3.02 2.18 1.05 0.95    
Class I   6.34 9.85 8.87 4.27 5.38 1.98 1.88 0.82 0.72
Class R-1   6.18 9.27 8.25 3.71 2.50 1.43 1.33 1.39 1.29
Class R-2   6.29 9.45 8.44 3.91 2.70 1.62 1.52 1.19 1.09
Class R-3   6.40 9.88 8.79 4.22 3.01 1.92 1.82 0.89 0.79
Benchmark: Blended Benchmark*   6.24 9.95 10.10 6.14 7.42 n/a n/a 0.00 0.00
Legacy A @NAV -0.18 3.59 5.11 5.39 4.63     0.67 0.67
  @MSC -3.14 0.47 4.05 4.75 4.32 1.40 1.40    
Legacy B @NAV -0.28 3.27 4.69 4.99 4.23     1.07 1.07
  @MSC -3.26 0.27 3.85 4.66 4.23 1.05 1.05    
Class A @NAV -0.18 3.59 5.08 5.39 5.24     0.67 0.67
  @MSC -3.14 0.46 4.02 4.75 4.98 1.40 1.40    
Class B @NAV -0.36 3.18 4.67 4.98 4.83     1.07 1.07
  @MSC -3.34 0.18 3.82 4.65 4.83 1.05 1.05    
Class I   -0.12 3.94 5.38 5.68 4.95 1.70 1.70 0.42 0.42
Class R-1   -0.26 3.26 4.75 5.06 4.91 1.13 1.13 0.99 0.99
Class R-2   -0.21 3.47 4.96 5.27 5.10 1.33 1.33 0.79 0.79
Class R-3   -0.14 3.87 5.30 5.60 5.41 1.63 1.63 0.49 0.49
Benchmark: Barclays U.S. Aggregate Bond Index   -0.12 3.77 5.52 5.47 5.03 n/a n/a 0.00 0.00
Legacy A @NAV -0.50 4.10 5.25 5.64 4.57     0.68 0.68
  @MSC -3.49 0.97 4.20 5.00 4.26 2.03 2.03    
Legacy B @NAV -0.60 3.69 4.84 5.22 4.16     1.08 1.08
  @MSC -3.56 0.69 3.99 4.89 4.16 1.69 1.69    
Class A @NAV -0.50 4.09 5.25 5.65 5.11     0.68 0.68
  @MSC -3.49 0.97 4.19 5.02 4.85 2.02 2.02    
Class B @NAV -0.59 3.77 4.86 5.24 4.70     1.08 1.08
  @MSC -3.56 0.77 4.02 4.91 4.70 1.68 1.68    
Class I                    
Class R-1                    
Class R-2                    
Class R-3                    
Benchmark: Barclays Municipal Bond Index   0.29 5.25 6.23 6.10 5.01 n/a n/a 0.00 0.00
Legacy A @NAV 2.14 5.70 6.72 4.77 5.29     1.55 1.18
  @MSC -0.96 2.49 5.64 4.14 4.97 n/a n/a    
Legacy B @NAV 2.11 5.26 6.29 4.37 4.88     1.95 1.58
  @MSC -0.89 2.26 5.47 4.03 4.88 n/a n/a    
Class A @NAV 2.20 5.76 6.73 4.78 5.30     1.55 1.18
  @MSC -2.90 0.49 4.92 3.71 4.76 n/a n/a    
Class B @NAV 2.11 5.22 6.06 4.09 4.62     1.85 1.48
  @MSC -2.89 0.22 5.01 3.75 4.62 n/a n/a    
Class I   2.28 5.96 6.96 5.04 5.60 n/a n/a 1.30 0.93
Class R-1   2.11 5.46 6.40 4.46 4.96 n/a n/a 1.87 1.50
Class R-2   2.09 5.54 6.58 4.64 5.17 n/a n/a 1.67 1.30
Class R-3   2.28 5.93 6.91 4.98 5.47 n/a n/a 1.37 1.00
Benchmark: Custom Blended Benchmark   2.88 6.85 7.89 5.57 6.43 n/a n/a 0.00 0.00
Legacy A @NAV 3.10 6.65 7.24 3.89 5.95     1.57 1.18
  @MSC 0.00 3.46 6.14 3.26 5.63 n/a n/a    
Legacy B @NAV 3.03 6.27 6.82 3.47 5.55     1.97 1.58
  @MSC 0.03 3.27 6.01 3.12 5.55 n/a n/a    
Class A @NAV 3.09 6.67 7.23 3.88 5.98     1.57 1.18
  @MSC -2.05 1.34 5.42 2.81 5.43 n/a n/a    
Class B @NAV 2.97 5.93 6.48 3.16 5.29     2.27 1.88
  @MSC -2.03 0.93 5.45 2.81 5.29 n/a n/a    
Class I   3.23 6.94 7.52 4.13 6.27 n/a n/a 1.32 0.93
Class R-1   3.03 6.32 6.91 3.55 5.64 n/a n/a 1.89 1.50
Class R-2   3.03 6.51 7.11 3.75 5.82 n/a n/a 1.69 1.30
Class R-3   3.17 6.91 7.44 4.07 6.10 n/a n/a 1.39 1.00
Benchmark: Custom Blended Benchmark   4.11 8.29 8.62 4.96 7.20 n/a n/a 0.00 0.00
Legacy A @NAV 4.08 7.67 7.68 3.43 6.13     1.59 1.19
  @MSC 0.95 4.45 6.60 2.80 5.81 n/a n/a    
Legacy B @NAV 3.94 7.18 7.24 3.01 5.71     1.99 1.59
  @MSC 0.94 4.18 6.44 2.65 5.71 n/a n/a    
Class A @NAV 4.08 7.64 7.68 3.44 6.14     1.59 1.19
  @MSC -1.14 2.29 5.85 2.37 5.60 n/a n/a    
Class B @NAV 3.88 6.89 6.92 2.71 5.46     2.29 1.89
  @MSC -1.12 1.89 5.89 2.35 5.46 n/a n/a    
Class I   4.13 7.89 7.94 3.69 6.44 n/a n/a 1.34 0.94
Class R-1   3.95 7.34 7.36 3.10 5.81 n/a n/a 1.91 1.51
Class R-2   4.01 7.48 7.54 3.31 6.02 n/a n/a 1.71 1.31
Class R-3   4.13 7.87 7.87 3.66 6.34 n/a n/a 1.41 1.01
Benchmark: Custom Blended Benchmark   5.37 9.78 9.29 4.76 7.54 n/a n/a 0.00 0.00
Legacy A @NAV 4.83 8.44 8.00 2.99 6.22     1.63 1.20
  @MSC 1.67 5.18 6.90 2.36 5.90 n/a n/a    
Legacy B @NAV 4.69 7.99 7.54 2.58 5.82     2.03 1.60
  @MSC 1.69 4.99 6.74 2.21 5.82 n/a n/a    
Class A @NAV 4.84 8.43 7.98 2.98 6.22     1.63 1.20
  @MSC -0.39 2.99 6.15 1.94 5.67 n/a n/a    
Class B @NAV 4.65 7.70 7.27 2.28 5.56     2.33 1.90
  @MSC -0.35 2.70 6.24 1.91 5.56 n/a n/a    
Class I   4.88 8.74 8.25 3.24 6.53 n/a n/a 1.38 0.95
Class R-1   4.79 8.14 7.66 2.64 5.89 n/a n/a 1.95 1.52
Class R-2   4.77 8.30 7.86 2.86 6.11 n/a n/a 1.75 1.32
Class R-3   4.76 8.55 8.17 3.38 6.52 n/a n/a 1.45 1.02
Benchmark: Custom Blended Benchmark   6.38 10.95 9.77 4.50 7.75 n/a n/a 0.00 0.00
Class A @NAV 5.50 8.97 8.21 n/a 4.23 n/a   1.76 1.25
  @MSC 0.20 3.49 6.39 n/a 3.09 n/a n/a    
Class R-1   5.49 8.75 7.95 n/a 3.95 n/a n/a 2.08 1.57
Class R-2   5.49 8.84 8.13 n/a 4.13 n/a n/a 1.88 1.37
Benchmark: Custom Blended Benchmark   7.25 11.95 10.16 n/a 6.08 n/a n/a 0.00 0.00
Legacy A   0.00 0.00 0.00 0.23 1.48 0.00 -0.48 0.59 0.59
Legacy B   0.00 0.00 0.00 0.17 1.25 0.00 -0.88 0.99 0.99
Class A   0.00 0.00 0.00 0.23 1.62 0.00 -0.49 0.59 0.59
Class B   0.00 0.00 0.00 0.17 1.35 0.00 -0.88 0.99 0.99
Class I   0.00 0.00 0.00 0.25 1.62 0.00 -0.33 0.44 0.44
Class R-1   0.00 0.00 0.00 0.18 1.40 0.00 -0.80 0.91 0.91
Class R-2   0.00 0.00 0.00 0.21 1.53 0.00 -0.60 0.71 0.71
Class R-3   0.00 0.00 0.00 0.24 1.66 0.00 -0.40 0.51 0.51
Legacy A   0.00 0.00 0.00 0.26 1.49 0.00 -0.47 0.59 0.59
Legacy B   0.00 0.00 0.00 0.19 1.25 0.00 -0.87 0.99 0.99
Class A   0.00 0.00 0.00 0.23 1.63 0.00 -0.47 0.59 0.59
Class B   0.00 0.00 0.00 0.17 1.36 0.00 -0.87 0.99 0.99
Class I   0.00 0.00 0.00 0.29 1.63 0.00 -0.32 0.44 0.44
Class R-1   0.00 0.00 0.00 0.21 1.41 0.00 -0.79 0.91 0.91
Class R-2   0.00 0.00 0.00 0.24 1.54 0.00 -0.59 0.71 0.71
Class R-3   0.00 0.00 0.00 0.27 1.67 0.00 -0.39 0.51 0.51

Back To Top

Fund Name Annual
Turnover %
Fund Name Annual
Turnover %
Equity Fund 56.0   Tax Advantaged Bond Fund 3.0
S&P 500 Index Fund 2.0   Money Market Fund --
Small/Mid Cap Equity Fund 91.0   LifePath Retirement Fund 4.0
Small Cap Index Fund 14.0   LifePath 2020 Fund 5.0
International Equity Fund 47.0   LifePath 2030 Fund 5.0
International Index Fund 4.0   LifePath 2040 Fund 4.0
Equity and Bond Fund 1.0   LifePath 2050 Fund 5.0
Bond Fund 8.0      

Back To Top

Fund Performance Disclosures

Year-to-date and since inception total return are the compounded rate of change in value during a period of investment, including the value of shares acquired through reinvestment of all dividends and of all capital gain distributions for the period. These figures are based on an investment at the beginning of the period through the end of the period and reflect all applicable fees and expenses, including a maximum sales charge of 3% for Legacy A shares and maximum contingent deferred sales charges on Legacy B shares of 3% during year one, 2.75% in year two, 2.75% in year three, 2.50% in year four, 2.00% in year five, 1.00% in year six, and 0% in year seven. For Class A and B shares, figures are based on a maximum sales charge of 5% for Class A shares and maximum contingent deferred sales charges on Class B shares of 5% during year one, 4.25% in year two, 3.50% in year three, 2.75% in year four, 2.00% in year five, 1.00% in year six, and 0% in year seven. NAV Total Return does not include any initial sales charge or contingent deferred sales charge.

Class R shares do not include a sales charge.(There is no sales charge or 12b-1 fee associated with Institutional Class shares.) NAV Total Return does not include any initial sales charge or contingent deferred sales charge for any shares. These figures do not reflect the deduction of taxes that a shareholder would pay on fund distributions or the redemption of fund shares. While Legacy Class A, Class A, and Institutional Class shares are subject to different sales charges and expense levels, returns are substantially similar because the shares of each class are invested in the same portfolio of securities. Recent performance may be less than the figures shown. Obtain total returns current to the most recent month-end at statefarm.com® under the Mutual Funds tab for Legacy Class A, Legacy Class B, Class A, and Class B shares. For Institutional Class shares, you may obtain total returns current to the most recent month-end by calling our Mutual Funds Response Center at 1.800.447.4930.

For more information about the performance of our Funds, please read the Additional Disclosures section.


Note: Legacy A and B shares are only available to shareholders with account registrations established prior to 5/01/06.

The inception date for Mutual Funds, Class A and B is 5/01/06 (for all funds other than LifePath 2050). The inception date for Mutual Funds, Class R1, R2 and R3 is 09/13/04 (for all funds with these classes other than the LifePath 2050). The inception date for Legacy Class A and B is 12/18/00 (for all fund other than the LifePath funds). The inception date for LifePath Funds, Class A and B is 05/01/06 (except for the LifePath 2050 fund). The inception date for Institutional Funds is 11/1/01 for the Equity Fund and the Bond Fund. For all other funds with Institutional classes, the inception date was 2/28/2002 except for the LifePath funds which were 5/9/2003). The inception date for LifePath Funds, Legacy Class A and B is 05/09/03. The inception date for LifePath 2050 Fund is 7/14/08.

For the Money Market Fund, the seven-day current yield more closely reflects the current earnings than the total returns.

  • 1State Farm Investment Management Corp., the investment adviser for each fund, has voluntarily agreed to reimburse each fund for certain annual operating expenses. This agreement may be eliminated at any time.
  • 2BlackRock Fund Advisors ("BFA"), the investment adviser to the LifePath Master Portfolios, has contractually agreed to waive certain management fees. This contractual waiver extends through April 30, 2013.
  • 3State Farm Investment Management Corp. has agreed to waive certain fees for the Equity and Bond Fund. State Farm Investment Management Corp. has agreed to reimburse the Equity and Bond Fund for certain expenses incurred by the Fund. This expense reimbursement and waiver is voluntary and may be eliminated at any time.
  • 4For the time period prior to May 1, 2006, the performance data quoted in this report for State Farm Class A shares is the performance for the Legacy Class A shares adjusted to include the maximum sales charge associated with Class A shares. Legacy Class A shares and Class A shares are comprised of the same underlying securities portfolio and have the same investment objectives and annual operating expenses. Legacy Class A shares have a maximum sales load of 3.00%. Class A shares have a maximum sales load of 5.00% except for the Bond Fund and the Tax Advantaged Bond Fund, which have a maximum sales load of 3.00%. Neither the Class A Money Market Fund nor the Legacy Class A Money Market Fund has a sales load. Class A shares have an inception date of May 1, 2006. Legacy Class A shares have an inception date of December 18, 2000, except for LifePath® Funds, which have an inception date of May 9, 2003.
  • 5For the time period prior to May 1, 2006, the performance data quoted in this report for State Farm Class B shares is the performance for the Legacy Class B shares adjusted to include the higher contingent deferred sales charges and the higher 12b-1 fees associated with Class B shares. Legacy Class B shares and Class B shares are comprised of the same underlying securities portfolio and have the same investment objectives and annual operating expenses, except for 12b-1 fees. The annual 12b-1 fee for Legacy Class B shares is .65% for all the funds except the Money Market Fund which is .55%. The annual 12b-1 fee for Class B shares is .95% for all the funds except the Bond Fund and Tax Advantaged Bond Fund which are .65% and the Money Market Fund which is .55%. Class B shares have an inception date of May 1, 2006. Legacy Class B shares have an inception date of December 18, 2000 except for LifePath® Funds, which have an inception date of May 9, 2003.
  • 6For the time period prior to September 13, 2004, the performance data quoted in this report for State Farm Class R-1, R-2, and R-3 shares is the performance for the Legacy Class A shares adjusted for annual expenses associated with Class R-1, R-2, and R-3 shares. Class R-1, R-2, and R-3 shares are comprised of the same underlying securities portfolio and have the same investment objectives as Legacy Class A shares. Class R-1, R-2, and R-3 shares have an inception date of September 13, 2004. Legacy Class A shares have an inception date of December 18, 2000, except for the LifePath® Funds, which have an inception date of May 9, 2003.
  • 7The 7-day current yield (%) reflects the net yield for each share class, after Fund expenses. State Farm Investment Management Corp and/or State Farm VP Management Corp. have elected to waive all or a portion of their fees due from the Fund to prevent the Fund's yield from decreasing below zero. This waiver is voluntary and may be discontinued at any time. The waiver may also reduce the Fund's net annual operating expenses to a level below the net level shown in the table above. The 7-day unsubsidized yield represents what the yield would have been without the waiver. For more information, please call 1-800-447-4930 or visit statefarm.com.
  • 8The 30-day SEC Yield is the net investment income per share for the 30-day period as of the most recent calendar month ended divided by the maximum public offering price for A shares (5%) or the net asset value of B shares at the end of the period and annualizing the result.

    The 30-day SEC yield for B shares does not include their maximum contingent deferred sales charge of 5%. If it was included, the 30-day SEC yield quote would be lower for B shares.

Risk Disclosures

Investing involves risk, including potential for loss.

An investment in the Money Market Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the Fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the Fund.

LifePath Funds are target-date portfolios whose investment objectives are adjusted over time to be more conservative as the target date (date the investor plans to start withdrawing their funds) approaches. The principal value of the fund(s) is not guaranteed at any time, including at the target date.

It is not possible to invest directly in an index.

Additional Disclosures

Mutual Funds Disclosures

Before investing, consider the funds' investment objectives, risks, charges and expenses. Contact State Farm VP Management Corp (1-800-447-4930) for a prospectus or summary prospectus containing this and other information. Read it carefully.

General

Automatic investment plans do not assure a profit or protect against loss.

Neither State Farm nor its agents provide investment, tax, or legal advice.

It is not possible to invest directly in an index.

State Farm VP Management Corp. is a separate entity from those State Farm entities which provide banking and insurance products.

As of June 2nd, 2010, additional fees may apply to certain accounts with balances less than $5000.

Each State Farm LifePath Fund invests all of its assets in a corresponding LifePath Master Portfolio under a master/feeder structure. BlackRock Fund Advisors (“BFA”) is the investment advisor to the LifePath Master Portfolios. State Farm Investment Management Corp. (SFIMC) is the investment advisor to the State Farm LifePath Funds. State Farm VP Management Corp. (SFVPMC) is the distributor of the State Farm LifePath Funds. Neither SFIMC or SFVPMC, or their affiliates, are affiliated with BFA or its affiliates.

BlackRock Investors Services (BIS) provides marketing support to the LifePath Master Portfolios. BFA and BIS are wholly owned subsidiaries of BlackRock Institutional Trust Company, N.A. (“BTC”). Neither BTC or its affiliates are affiliated with State Farm. BTC is located at 400 Howard Street, San Francisco, CA 94105.

BlackRock Fund Advisors (“BFA”) is the investment sub-advisor to the S&P 500 Index Fund.

Ascensus provides recordkeeping and administrative services for retail 401(k) retirement plans offered by State Farm Investment Management Corp.

Net Asset Value (NAV) is calculated by adding all of the assets of a Fund, subtracting the Fund’s liabilities, then dividing by the number of outstanding shares.

Money market mutual fund data is not available for funds other than the State Farm Money Market Fund.

Indices

The Russell 2000® Index tracks the common stock performance of the 2,000 smallest U.S. companies in the Russell 3000® Index.

The Russell 2500 Index tracks the 2,500 smallest companies in the Russell 3000 Index.

The Russell 1000 Index is a stock market index that represents the highest-ranking 1,000 stocks in the Russell 3000 Index.

The Russell Midcap Index measures the performance of the mid-cap segment of the US equity market and is a subset of the Russell 1000 Index.

The Dow Jones Industrial Average is an unmanaged average of 30 actively traded stocks.

The NASDAQ Composite is an unmanaged market capitalization weighted index that is designed to represent the performance of the National Market System.

The S&P 500® Index tracks the common stock performance of 500 large U.S. companies.

The S&P 1500 Index is a stock market index of U.S. stock that includes all stocks in the large cap S&P 500 Index, the mid cap S&P 400 Index, and the small cap S&P 600 Index.

The Morgan Stanley Capital International Europe, Australasia and Far East Free (EAFE® Free) Index currently measures the performance of stock markets of Europe, Australia, New Zealand, and the Far East.

The Morgan Stanley Capital International Europe Index is a free float-adjusted market capitalization index that is designed to measure developed market equity performance in Europe.

The Barclays 1-5 Year U.S. Treasury Index measures the performance of short-term U.S. Treasury Securities maturing within one to five years.

The Barclays U.S. Aggregate Bond Index represents debt securities in the U.S. investment grade fixed rate bond market.

The Barclays Municipal Bond Index is an unmanaged index representative of the tax-exempt bond market.

The Barclays High Yield Index includes all fixed income securities having a maximum quality rating from Moody’s Investor Service of Ba1, a minimum amount outstanding of $100 million, and at least one year to maturity.

The Barclays TIPS Index measures the performance of the US Treasury Inflation-Protected Securities (TIPS) market.

The Citigroup 3 Month T-Bill Index is an average of the last 3-month Treasury bill issues (excluding the current month-end bill).

The FTSE EPRA/NAREIT Developed REIT and Non-Reit Index is a subset of the Developed Index, which is designed to track the performance of listed real estate companies and REITS worldwide.

The MSCI ACWI (All Country World Index) Index is a free float-adjusted market capitalization weighted index that is designed to measure the equity market performance of developed and emerging markets.

The Nikkei 225 Index is a price-weighted index comprised of Japan’s top 225 blue-chip companies on the Tokyo Stock Exchange.

The Credit Suisse High Yield Index is designed to mirror the investible universe of the $U.S. – Denominated high yield debt market.

The New York Stock Exchange is considered the largest equities-based exchange in the world based on total market capitalization of its listed securities.

The CBOE 10-Year Treasury Note (TNX) is based on 10 times the yield-to-maturity on the most recently auctioned 10-year Treasury note. The notes are usually auctioned every three months following the refunding cycle: February, May, August and November. The expiration period of these notes is three near-term months plus three additional months from the March quarterly cycle. The aggregate position and exercise limits are 25,000 contracts on the same side of the market.

The Blended Benchmark for the Equity and Bond Fund is a combination of 60% of the S&P 500 Index and 40% of the Barclays U.S. Aggregate Bond Index, rebalanced monthly.

The Blended Benchmark for the LifePath Funds is a combination of the holdings in the Barclays U.S Aggregate Bond Index, Russell 1000 Index, MSCI ACWI ex-U.S. Index, FTSE EPRA/NAREIT Developed Real Estate Index and Barclays TIPS Index. The weightings of the indices are adjusted quarterly to reflect the funds' changing asset allocations over time.

Trademarks

iShares and LifePath®, LifePath 2020®, LifePath 2030®, LifePath 2040®, and LifePath 2050® are all registered trademarks of BlackRock Institutional Trust Company, N.A. All other trademarks, service marks or registered trademarks are the property of their respective owners.

“Standard & Poor’s®”, “S&P®”, “S&P 500®”, “Standard and Poor’s 500”, and “500” are trademarks of The McGraw-Hill Companies, Inc. and have been licensed for use by State Farm Life Insurance Company, State Farm Life and Accident Assurance Company and the State Farm Variable Product Trust. Neither the Large Cap Equity Index Fund nor the Stock and Bond Balanced Fund is sponsored, endorsed, sold or promoted by Standard & Poor’s, and Standard & Poor’s makes no representation regarding the advisability of investing in the Large Cap Equity Index Fund or the Stock and Bond Balanced Fund.

The Russell 2000® Index is a trademark/service mark, and Russell™ is a trademark of the Frank Russell Company. The Small Cap Equity Index Fund is not sponsored, endorsed, sold or promoted by, nor in any way affiliated with the Frank Russell Company. Frank Russell Company is not responsible for and has not reviewed the Small Cap Equity Index Fund nor any associated literature or publications and Frank Russell Company makes no representation or warranty, express or implied, as to their accuracy, or completeness, or otherwise.

The EAFE® Free Index is a trademark, service mark and the exclusive property of Morgan Stanley Capital International, Inc. (“MSCI”) and its affiliates and has been licensed for use by the State Farm Variable Product Trust (the “Trust”). The International Equity Index Fund (the “Fund”), based on the EAFE® Free Index, has not been passed on by MSCI as to its legality or suitability, and is not issued, sponsored, endorsed, sold or promoted by MSCI. MSCI makes no warranties and bears no liability with respect to the Fund. MSCI has no responsibility for and does not participate in the management of the Fund assets or sale of the Fund shares. The Trust’s Prospectus contains a more detailed description of the limited relationship MSCI has with the Trust and the Fund.

Non-US Residents

Each of the investment products and services referred to on the State Farm Mutual Funds web site is intended to be made available to customers or prospective customers residing in the United States. The customer’s U.S. permanent residence address must be a street address. This web site shall not be considered a solicitation or offering for any investment product or service to any person in any jurisdiction where such solicitation or offer would be unlawful.

Business Continuity Plan

State Farm VP Management Corp. has developed a Business Continuity Plan on how we will respond to events that significantly disrupt our business. Since the timing and impact of disasters and disruptions is unpredictable, we will have to be flexible in responding to actual events as they occur. With that in mind, download this information (PDF 27 KB) on our business continuity plan.

Need Assistance?

1-800-447-4930 Mutual Funds
1-888-702-2307 Variable Products

AP2013/04/9902

Not FDIC Insured

  • No Bank Guarantee
  • May Lose Value