MUTUAL FUNDS

LifePath® Retirement Fund

The LifePath Retirement Fund from State Farm® was created for investors who are currently at or near retirement, or who plan to withdraw a substantial portion of their investment.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 Retirement Fund is managed for investors who are currently at or near retirement, or plan to begin to withdraw a substantial portion of their investment.

Who Should Invest?

You may want to invest in the LifePath Retirement Fund if you are currently at or near retirement or plan to begin withdrawing your investment. 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, such as LifePath 2020.

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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AP2014/03/9930

Not FDIC Insured

  • No Bank Guarantee
  • May Lose Value