Mutual Funds Could Get You Where You Want to Be
Fund Selection Tool
Determine which fund might be best for you.
Get a Mutual Fund IRA Bonus Up to $500 in Shares
Rollover or transfer into a State Farm Mutual Fund IRA and you may qualify for purchases of $200 to $500 of additional shares for your account, now through
June 30, 2016.
Find the right option for you.
LifePath Funds adjust their portfolio over time. So, you can spend less time maintaining and more time living.
Stock Funds invest in both small and large companies and are designed to help with long-term growth. Our stock funds match growth potential with risk to fit your comfort level.
Index Funds invest in companies based on well-known stock indexes, like the S&P 500® Index or Russell 2000® Index. The goal is long-term growth.
Behind the Scenes: State Farm Mutual Funds
Learn more about State Farm Investment Management Corp., its philosophy, and investment team.
Get to know our investment team and also hear their perspectives on how current economic events affect the funds they manage.
State Farm® is making changes to how it offers most investment products
State Farm will make changes in the way the company, and its agents, offer certain retail investment products.
Beginning in 2017, State Farm will offer mutual funds, variable products and tax-qualified bank deposit products through a self-directed customer call center. State Farm agents can continue to serve customers for all other insurance and financial services needs.
At this time, there is no customer action necessary. State Farm will contact customers regarding any changes or actions necessary in the future.
Investing involves risk, including potential for loss.
Before investing, consider the funds' investment objectives, risks, charges and expenses. Contact State Farm VP Management Corp (800-447-4930) for a prospectus or summary prospectus containing this and other information. Read it carefully.
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.
The stocks of small companies are more volatile than the stocks of larger, more established companies.
Bonds are subject to interest rate risk and may decline in value due to an increase in interest rates.
Prior to rolling over assets from an employer-sponsored retirement plan into an IRA, it's important that customers understand their options and do a full comparison on the differences in the guarantees and protections offered by each respective type of account as well as the differences in liquidity/loans, types of investments, fees, and any potential penalties.
Not FDIC Insured
- No Bank Guarantee
- May Lose Value