Barron's Mutual Funds Rankings
Since 2002, State Farm® Mutual Funds has qualified as one of "The Best Mutual Fund Families" by Barron's ranking of mutual fund families compiled annually by Lipper. Less than 10% of mutual fund families have the product breadth to qualify for the Barron's Fund Family Ranking.
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- 40th out of 48 fund families on a 10-year basis ending 12/31/2013
- 55th out of 55 fund families on a 5-year basis ending 12/31/2013
- 63st out of 64 fund families on a 1-year period ending 12/31/2013
Besides the 63rd overall one-year ranking for 2013, State Farm also ranked 63rd in U.S. Equity, 39th in World Equity, 55th in Mixed Equity, 64th in Taxable Bonds and 19th in Tax Exempt Bonds. While we're proud of the recognition we have consistently received from Barron's, what really excites us is how we perform relative to the long-term which helps people realize their dreams. Our State Farm Mutual Funds portfolio is just one more example of how we are serving customers' multiple needs.
The State Farm Mutual Funds included in the Barron's Fund Family Survey (compiled by Lipper Associates, Inc.) consist of four Associate mutual funds available only to State Farm associates and 14 Retail mutual funds available to the public. The Barron's survey did not include the State Farm Money Market Fund.
To qualify for the Lipper/Barron's Fund Survey, a fund family must have at least three funds in Lipper's general U.S.–stock category; one in world equity, which combines global and international funds; one mixed-equity fund, which holds stocks and bonds; two taxable-bond funds and one tax-exempt offering. Fund loads and 12b-1 fees aren't included in the calculation of returns. Each fund's return is measured against all funds in its Lipper category, resulting in a percentile ranking which was then weighted by asset size relative to the fund family's other assets in its general classifications. Finally, the score is multiplied by the general classification weightings as determined by the entire Lipper universe of funds.
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