MUTUAL FUNDS

Adding or Redeeming Shares

Once your account is established, it's easy to make additional purchases (minimum for each fund is $50).

Shares will be purchased at the offering price, which is the fund's net asset value (NAV)1, for that business day, plus any applicable sales charges, if your order is received before 3PM CT. Purchase orders received after 3PM CT will be at the next business day's offering price.

You Can Place a Purchase Order by Using One of the Following Options

Online

You can make additional purchases any time by accessing your account on our site.

You'll need to establish online investment privileges. To do that, call 800-447-4930 or download an Investor Account Services Form [PDF-223.5KB].

In Person

By Phone

Call 800-447-4930 and use our Interactive Voice Response system to purchase shares through electronic funds transfer from your predesignated bank account.

You will need to establish telephone investment privileges. To do that, call 800-447-4930 or download an Investor Account Services Form [PDF-223.5KB].

By Mail

Send payment along with the stub found on the bottom of your confirmation statement (for retirement accounts, be sure to indicate the contribution year) or send us payment and a letter of instruction indicating:

  • Your account number and fund name
  • The type of account you own
  • The amount you wish to invest

Mail your request to:

State Farm Mutual Funds
P.O. Box 219548
Kansas City, MO 64121-9548

By Wire

Call 800-447-4930 for wiring instructions. Your financial institution and State Farm may charge a fee for this service.

1Net Asset Value (NAV) is calculated by adding all of the assets of a Fund, subtracting the Fund's liabilities, then dividing by the number of outstanding shares.

Risk Disclosures

Investing involves risk, including potential for loss.

AP2013/11/2129

Not FDIC Insured

  • No Bank Guarantee
  • May Lose Value