Fund Selection Tool
The State Farm Mutual Funds® Fund Selection Tool is designed to help you determine and understand your financial goals. Whether you are planning your retirement, managing your investments, or saving for your child's education, this investment tool may help you plan for your future.
1. How many years do you have to invest?
2. What is your investment style?
Funds to Consider
Note: Only Class "A" Shares are shown.
Investment return and principal value will fluctuate and your investment, when redeemed, may be worth more or less than its original cost. Past performance is no guarantee of future results. Current performance may be less than the figures shown. Obtain total returns current to the most recent month-end by calling our Mutual Funds Response Center at 800-447-4930.
The maximum sales charge for A shares is 5%. The performance data does not reflect the deduction of the sales charge, and if reflected, the sales charge would have reduced the performance quoted.
1 The 7-day current yield (%) reflects the net yield for each share class of the Money Market Fund, after expenses. The 7-day current yield more closely reflects the current earnings of the Money Market Fund than the total return quotation. 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 800-447-4930 or visit statefarm.com. Applies to the Money Market Fund only.
This tool is intended solely as an educational tool to help you better understand your risk tolerance and time horizon. The tool is not designed, nor should be used, for making specific investment choices. The Fund Selection Tool is not intended to serve as the primary basis for your personal investment decisions.
In addition, the tool is not intended to constitute investment, tax, or legal advice. You should consult a professional advisor in these areas for specific advice or information.
Investing involves risk, including potential for loss.
You could lose money by investing in the Money Market Fund. Although the Fund seeks to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so. An investment in the Fund is not a deposit of a bank and is not insured or guaranteed by the Federal Deposit Insurance Corporation ("FDIC") or any other government agency. The Fund's sponsor has no legal obligation to provide financial support to the Fund, and you should not expect that the sponsor will provide financial support to the Fund at any time.
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.
Not FDIC Insured
- No Bank Guarantee
- May Lose Value