MUTUAL FUNDS

State Farm® Associates Funds Performance

The performance data represents past performance and does not guarantee future results. There is no guarantee that the circumstances leading to this performance will be replicated in the future. Investment return and principal value will fluctuate and funds shares, when redeemed may be worth less than their original cost. Recent performance may be less than the figures shown.

Total Returns for the Period Ending March 31, 2014

Fund Name Total Annual Operating Expenses Calendar YTD One-Year Five-Year Ten-Year
Growth 0.12% 1.90% 17.39% 16.31% 7.33%
Balanced 0.13% 2.36% 10.35% 10.99% 6.24%
Interim Fund 0.15% 0.33% -0.87% 1.40% 2.68%
Muni Bond 0.16% 2.30% 0.69% 4.43% 4.14%

Total Returns for the Quarter Ending March 31, 2013

Fund Name Calendar YTD One-Year Five-Year Ten-Year
Growth 1.90% 17.39% 16.31% 7.33%
Balanced 2.36% 10.35% 10.99% 6.24%
Interim Fund 0.33% -0.87% 1.40% 2.68%
Muni Bond 2.30% 0.69% 4.43% 4.14%

The total returns are the average compounded rate of change in value during a period of investment, including the value of shares acquired through reinvestment of all dividends and of all capital gains distributions for the period. The performance data quoted represents past performance and does not guarantee future results. These figures are based on an investment at the beginning of the period through the end of the period and reflect all applicable fees and charges. Investment return and principal value will fluctuate, and fund shares, when redeemed, may be worth more or less than their original cost. Recent performance may be less than the figures shown. You may obtain total returns current to the most recent month-end by calling our Mutual Funds Response Center at 1.800.447.4930.

Disclosures

Risk Disclosures

Before investing, consider the funds' investment objectives, risks, charges and expenses. Contact State Farm VP Management Corp (1-800-447-0740) for a prospectus or summary prospectus containing this and other information. Read it carefully.

Investing involves risk, including potential for loss.

State Farm VP Management Corp. is a separate entity from those State Farm entities which provide banking and insurance products.

Neither State Farm nor its agents provide investment, tax, or legal advice.

Non-US Residents

Each of the investment products and services referred to on the State Farm Mutual Funds web site is intended to be made available to customers or prospective customers residing in the United States. The customer's U.S. permanent residence address must be a street address. This web site shall not be considered a solicitation or offering for any investment product or service to any person in any jurisdiction where such solicitation or offer would be unlawful.

Business Continuity Plan

State Farm VP Management Corp. has developed a Business Continuity Plan on how we will respond to events that significantly disrupt our business. Since the timing and impact of disasters and disruptions is unpredictable, we will have to be flexible in responding to actual events as they occur. With that in mind, download this information on our business continuity plan [PDF-27.5KB].

Need Assistance?
800-447-4930 Mutual Funds
888-702-2307 Variable Products

AP2014/03/9903

Not FDIC Insured

  • No Bank Guarantee
  • May Lose Value