LifePath Funds
When you invest, you have lots of important decisions to make:
- What is the right mix of stocks and bonds?
- When do you need to change this mix?
- Do you need to make adjustments because of current market conditions?
LifePath Funds were created to help you with these decisions. Depending on your time horizon and how you feel about risk, the investment mix of the LifePath Funds you may select continually adjusts as you get closer to needing your money. The benefits of LifePath include:
Extensive Diversification
The Funds are made up of the three broadest asset classes -- stocks, bonds and money market instruments -- that can help you become a successful investor.
Active Management
Investment professionals manage the investment mix of each Fund to try and create the optimal mix of risk and return for each stage of the Fund.
A Personalized Approach
You decide when you'll need your money and how you feel about risk, and then consider a Fund that is tailored to help meet these needs.
Professional Guidance
The investments of the LifePath Funds are managed by a team of professionals, investment advisors of Barclays Global Fund Advisors (Barclays), who use their expertise to build and manage the investments.
For simplicity, all references to LifePath Funds refer also to the Master Portfolios in which the State Farm LifePath Funds invest.
Barclays is a subsidiary of Barclays Global Investors, N.A.
LifePath®, LifePath 2010®, LifePath 2020®, LifePath 2030®, LifePath 2040® are all registered trademarks of Barclays Global Investors, N.A.
Each State Farm LifePath Fund invests all of its assets in a corresponding LifePath Master Portfolio under a master/feeder structure. Barclays Global Fund Advisors (BGFA) 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 BGFA or its affiliates.
It is important to note that there is market risk involved when investing in mutual funds, including possible loss of principal.
State Farm VP Management Corp Risk/Important Disclosures. State Farm Mutual Funds Prospectus. The State Farm College Savings Plan Enrollment Handbook
(PDF 260 KB)
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