Mutual Funds and Investment Goals

Introducing State Farm® Investment Planning Services: offering a variety of account types, multiple investment products, and guidance to help reach your financial goals.

Current Mutual Fund Customers

If you opened your account prior to 9/10/18 – please view important account information regarding changes to current State Farm Mutual Fund Customers.

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What’s Most Important to You When Investing?

What kind of investor are you? Why are you investing? First decide where you want to go, then determine how you want to get there. Once you have a goal in mind, you can begin exploring investment choices across risk levels and asset classes. Let us help build a plan.

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Industry-Leading Fund Providers

BlackRock® and American Funds® by Capital Group® add their global investing reach to our personalized investment services.

BlackRock registered logo.

American Funds registered logo.

Investing for Long Term Goals is a Marathon, not a Sprint

To help keep your money working for you, a State Farm registered agent will be right here with guidance and support based on these key investing principles:

  1. Keep thinking long-term

    The stock market’s ups and downs may leave investors feeling wary. But mutual fund shareholders may benefit from patience and discipline.

    During inevitable short-term market events, your State Farm registered agent can be a valuable resource and sounding board to help you maintain a long-term perspective that’s more rational and less emotional.

  2. Start early and invest regularly

    The power of compounding could help both large and small investments grow over time.

    Dollar-Cost Averaging involves investing the same amount of money at regular intervals, usually monthly. The result is that more shares are purchased when the price is low and fewer shares are purchased during periods of high prices. This could help smooth out market volatility.

  3. Make it automatic

    To help simplify Dollar-Cost Averaging, consider an Automatic Investment Plan (AIP). Money can then be moved from your checking or savings account directly into your Investment Account. Ask your registered agent for details.

  4. Put asset allocation and diversification to work

    Allocation across different asset classes and diversification within asset classes could help support long-term investment success.

    Periodic rebalancing of asset allocations may help reduce the impact of market fluctuations and keep you on track toward investment objectives.

Risk Disclosures

Investors should carefully consider investment objectives, risk, charge and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses which can be obtained by visiting statefarm.com. Read it carefully.

Investing involves risk, including potential for loss.

Dollar cost averaging, automatic investment plans, asset allocation and diversification do not assure a profit or protect against loss.

AP2018/09/1058

Not FDIC Insured

  • No Bank Guarantee
  • May Lose Value