What's in each LifePath Fund?
The LifePath Funds may include a mix of the underlying funds representing the following asset classes.1 The mix of these asset classes in each LifePath Fund will depend on the risk and return objectives of the Fund.
| U.S. Stocks |
U.S. and International Bond |
- Active Stock Master Portfolio
- iShares S&P Midcap 400 Index Fund
- iShares S&P Small Cap 600 Index Fund
|
- CoreAlpha Bond Master Portfolio
- iShares Barclays TIPS Bond Fund
|
| International Stocks |
Money Market |
- iShares MSCI EAFE Index Fund
- iShares MSCI EAFE Small Cap Index Fund
- iShares MSCI Emerging Markets Index Fund
- iShares MSCI Canada Index Fund
|
- BGIF Institutional Money Market Fund
|
| Real Estate |
- iShares Cohen & Steers Realty Majors Index Fund
- iShares FTSE EPRA/NAREIT Global Real Estate ex-US Index Fund
|
1These securities are held in the Master Portfolio. It is not possible to invest directly in an index.
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 adviser to the LifePath Master Portfolios. State Farm Investment Management Corp. (SFIMC) is the investment adviser 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.
iShares®, and LifePath®, LifePath 2010®, LifePath 2020®, LifePath 2030®, LifePath 2040®, and LifePath 2050® are all registered trademarks of Barclays Global Investors, N.A. All other trademarks, service marks or registered trademarks are the property of their respective owners.
Barclays Global Investors Services (BGIS) provides marketing support to the LifePath Master Portfolios. BGFA and BGIS are wholly owned subsidiaries of Barclays Global Investors, N.A. Neither Barclays Global Investors, N.A. or its affiliates are affiliated with State Farm. BGI is located at 45 Fremont Street, San Francisco, CA 94105.
State Farm VP Management Corp Risk/Important Disclosures. State Farm Mutual Funds Prospectus. The State Farm College Savings Plan Enrollment Handbook
(PDF 553 KB)
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It is important to note that there is market risk involved when investing in mutual funds, including possible loss of principal.
An investment in a money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the State Farm Money Market Fund seeks to preserve the value of your investment at $1 per share, it is possible to lose money by investing in the Fund.
The stocks of small companies are more volatile than the stocks of larger, more established companies.
Investing in emerging markets involves risks not normally associated with investing in developed countries including, but not limited to, greater market volatility, lower trading volume, political and economic instability, greater risk of market shut down and more governmental limitations on foreign investment policy than those typically found in a developed country.
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