Small/Mid Cap Equity Fund

The Small-Mid Cap Equity Fund from State Farm® may be of interest to investors seeking long-term growth and can tolerate price fluctuations, especially those whose retirement and other goals are years in the future. For more information, please contact your State Farm agent.

Open an Account

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Investment Objective

Seeks long-term growth of capital.

Who Should Invest?

You may want to invest in this Fund if you can tolerate the price fluctuations and volatility that are inherent in investing in a broad based small-capitalization or mid-capitalization stock mutual fund, 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, Premier, Legacy B Fund Fact Sheet [PDF-281.8KB]

Class R1, R2, R3 Fund Fact Sheet [PDF-262.8KB]

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 stocks of larger, more established companies.


Not FDIC Insured

  • No Bank Guarantee
  • May Lose Value