LifePath 2040® Fund

The LifePath 2040 Fund from State Farm™ is managed for investors who are planning to retire around the year 2040 and begin withdrawing their investments.

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Investment Objective

Seeking to maximize assets for retirement or other purposes, the State Farm LifePath 2040 Fund is managed for investors planning to retire (or planning to begin to withdraw a substantial portion of their investment) approximately in the year 2040.

Who Should Invest?

Based strictly on statistical considerations, you would want to invest in the LifePath Fund corresponding to the year when you expect to begin withdrawing your investment (2020, 2030, etc.). 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.

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.


Not FDIC Insured

  • No Bank Guarantee
  • May Lose Value
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