MUTUAL FUNDS

LifePath 2030® Fund

The LifePath 2030 Fund from State Farm® was created for investors who are planning to retire around the year 2030 and begin withdrawing their investments. For more information, please contact your State Farm agent.

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Investment Objective

Seeking to maximize assets for retirement or other purposes, the State Farm LifePath 2030 Fund is managed for investors planning to retire (or planning to begin to withdraw a substantial portion of their investment) approximately in the year 2030.

Who Should Invest?

You may want to invest in the LifePath 2030 Fund if you expect to retire or begin withdrawing your investment around 2030. If you are willing to assume greater risk in exchange for the possibility of higher returns, you might direct some or all of your assets to a LifePath Fund with a longer time horizon. If you desire a more conservative investment and are willing to forego some potential returns, you might direct some or all of your assets to a LifePath Fund with a shorter time horizon, such as the LifePath 2020 or LifePath Retirement fund.

Fund Resources

Risk Disclosures

Investing involves risk, including potential for loss.

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.

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.

Diversification does not assure a profit or protect against loss.

Income may be subject to state and local taxes and (if applicable) the Alternative Minimum Tax.

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AP2014/03/9932

Not FDIC Insured

  • No Bank Guarantee
  • May Lose Value