MUTUAL FUNDS

Small Cap Index Fund

Small Cap Index Funds seek to match as closely as practicable, before fees and expenses, the performance of the Russell 2000® Small Stock Index* (the "Russell 2000 Index"). For additional information about Small Cap investing, please contact your State Farm® agent.

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Investment Objective

Small Cap Index Funds seek to match as closely as practicable, before fees and expenses, the performance of the Russell 2000 Small Stock Index* (the "Russell 2000 Index").

Who Should Invest?

You may want to invest in the Small Cap Index Fund if you can tolerate the price fluctuations and volatility that are inherent in investing in a broad based small cap stock mutual fund, want to invest in stocks — but with an indexing approach, want to diversify your investments, are seeking a growth investment as part of an asset allocation program, and/or are investing for retirement or other goals that are many years in the future.

Fund Resources

Class A&B Fund Fact Sheet [PDF-392.2KB]
Class R-1, R-2, & R-3 Fund Fact Sheet [PDF-334.4KB]

Risk Disclosures

Investing involves risk, including potential for loss.

Diversification and Asset allocation do not assure a profit or protect against a loss.

The stocks of small companies are more volatile than the socks of larger, more established companies.

Foreign investments involve greater risks than U.S. investments, including political and economic risks and the risk of currency fluctuations.

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AP2014/03/9939

Not FDIC Insured

  • No Bank Guarantee
  • May Lose Value