Model portfolios designed to help you achieve your short- and long-term financial goals.
The State Farm Advisory Services model portfolios are part of a wrap fee program sponsored and managed by State Farm Investment Management Corp. (SFIMC) a registered investment advisor.
State Farm model portfolios can offer a diversified investment strategy that leverages low-cost exchange-traded funds (ETFs) and mutual funds built around an asset allocation framework targeted to meet your specific investment needs.
Work with your State Farm Investment Adviser Representative (IAR) to help determine which model portfolio could be right for you.
Model portfolios designed around different risk and reward profiles depending on your goals, investment preferences and time horizon.
The Strategic Core ETF investment strategy seeks total return through a diversified strategic asset allocation framework across global equity and fixed income markets. Through a passive investment strategy, each model portfolio is designed to provide exposure to broad market benchmarks by investing in low-cost, index-tracking exchange traded funds (ETFs).
| Asset Classes | Conservative | Moderate Conservative | Moderate | Moderate Aggressive | Aggressive |
|---|---|---|---|---|---|
| Equity | Target | Target | Target | Target | Target |
| US Large Cap | 13.0% | 24.0% | 36.0% | 47.5% | 53.0% |
| US Small Cap | - | 2.0% | 3.5% | 5.0% | 6.5% |
| International Equity | 5.5% | 11.0% | 15.5% | 21.5% | 23.5% |
| Emerging Markets Equity | 1.5% | 3.0% | 5.0% | 6.0% | 7.0% |
| Total Equity | 20% | 40% | 60% | 80% | 90% |
| Fixed Income | Target | Target | Target | Target | Target |
| US Treasury | 46.5% | 35.0% | 23.0% | 9.0% | 6.5% |
| US Treasury - ST | - | - | - | - | - |
| US Treasury - LT | 3.5% | 3.0% | 2.0% | 1.5% | - |
| US TIPS | 5.0% | 3.5% | 2.5% | 1.5% | - |
| US Corporates | 10.0% | 7.0% | 4.5% | 3.5% | 1.5% |
| US Corporates - ST | - | - | - | - | - |
| US High Yield | 2.5% | 1.5% | 1.5% | - | - |
| US Bank Loans | 6.5% | 5.0% | 3.0% | 2.5% | - |
| Emerging Markets Debt | 4.0% | 3.0% | 1.5% | - | - |
| Total Fixed Income | 78% | 58% | 38% | 18% | 8% |
| Cash | 2% | 2% | 2% | 2% | 2% |
| Weighted Expense Ratio | 0.06% | 0.06% | 0.06% | 0.05% | 0.05% |
| Asset Classes | Conservative |
|---|---|
| Equity | Target |
| US Large Cap | 13.0% |
| US Small Cap | - |
| International Equity | 5.5% |
| Emerging Markets Equity | 1.5% |
| Total Equity | 20% |
| Fixed Income | Target |
| US Treasury | 46.5% |
| US Treasury - ST | - |
| US Treasury - LT | 3.5% |
| US TIPS | 5.0% |
| US Corporates | 10.0% |
| US Corporates - ST | - |
| US High Yield | 2.5% |
| US Bank Loans | 6.5% |
| Emerging Markets Debt | 4.0% |
| Total Fixed Income | 78% |
| Cash | 2% |
| Weighted Expense Ratio | 0.06% |
| Asset Classes | Moderate Conservative |
|---|---|
| Equity | Target |
| US Large Cap | 24.0% |
| US Small Cap | 2.0% |
| International Equity | 11.0% |
| Emerging Markets Equity | 3.0% |
| Total Equity | 40% |
| Fixed Income | Target |
| US Treasury | 35.0% |
| US Treasury - ST | - |
| US Treasury - LT | 3.0% |
| US TIPS | 3.5% |
| US Corporates | 7.0% |
| US Corporates - ST | - |
| US High Yield | 1.5% |
| US Bank Loans | 5.0% |
| Emerging Markets Debt | 3.0% |
| Total Fixed Income | 58% |
| Cash | 2.00% |
| Weighted Expense Ratio | 0.06% |
| Asset Classes | Moderate |
|---|---|
| Equity | Target |
| US Large Cap | 36.0% |
| US Small Cap | 3.5% |
| International Equity | 15.5% |
| Emerging Markets Equity | 5.0% |
| Total Equity | 60% |
| Fixed Income | Target |
| US Treasury | 23.0% |
| US Treasury - ST | - |
| US Treasury - LT | 2.0% |
| US TIPS | 2.5% |
| US Corporates | 4.5% |
| US Corporates - ST | - |
| US High Yield | 1.5% |
| US Bank Loans | 3.0% |
| Emerging Markets Debt | 1.5% |
| Total Fixed Income | 38% |
| Cash | 2.00% |
| Weighted Expense Ratio | 0.06% |
| Asset Classes | Moderate Agressive |
|---|---|
| Equity | Target |
| US Large Cap | 47.5% |
| US Small Cap | 5.0% |
| International Equity | 21.5% |
| Emerging Markets Equity | 6.0% |
| Total Equity | 80% |
| Fixed Income | Target |
| US Treasury | 9.0% |
| US Treasury - ST | - |
| US Treasury - LT | 1.5% |
| US TIPS | 1.5% |
| US Corporates | 3.5% |
| US Corporates - ST | - |
| US High Yield | - |
| US Bank Loans | 2.5% |
| Emerging Markets Debt | - |
| Total Fixed Income | 18% |
| Cash | 2.00% |
| Weighted Expense Ratio | 0.05% |
| Asset Classes | Agressive |
|---|---|
| Equity | Target |
| US Large Cap | 53.0% |
| US Small Cap | 6.5% |
| International Equity | 23.5% |
| Emerging Markets Equity | 7.0% |
| Total Equity | 90% |
| Fixed Income | Target |
| US Treasury | 6.5% |
| US Treasury - ST | - |
| US Treasury - LT | - |
| US TIPS | - |
| US Corporates | 1.5% |
| US Corporates - ST | - |
| US High Yield | - |
| US Bank Loans | - |
| Emerging Markets Debt | - |
| Total Fixed Income | 8% |
| Cash | 2.00% |
| Weighted Expense Ratio | 0.05% |
The Strategic Core Tax-Aware ETF investment strategy seeks total return through a diversified strategic asset allocation framework across global equity and fixed income markets. Each model portfolio is designed to provide exposure to broad market benchmarks (passive) by investing in low-cost, index-tracking exchange traded funds (ETFs). Within fixed income, each model invests in ETFs focusing on municipal bonds for tax efficiency.
| Asset Classes | Conservative | Moderate Conservative | Moderate | Moderate Aggressive | Aggressive |
|---|---|---|---|---|---|
| Equity | Target | Target | Target | Target | Target |
| US Large Cap | 13.0% | 24.0% | 36.0% | 47.5% | 53.0% |
| US Small Cap | - | 2.0% | 3.5% | 5.0% | 6.5% |
| International Equity | 5.5% | 11.0% | 15.5% | 21.5% | 23.5% |
| Emerging Markets Equity | 1.5% | 3.0% | 5.0% | 6.0% | 7.0% |
| Total Equity | 20% | 40% | 60% | 80% | 90% |
| Fixed Income | Target | Target | Target | Target | Target |
| US Treasury | 8.5% | 6.0% | 4.0% | 2.0% | 1.5% |
| US Treasury - LT | 4.0% | 3.0% | 2.0% | 1.5% | - |
| US TIPS | 2.5% | 2.0% | 1.5% | - | - |
| US Muni | 57.0% | 42.0% | 27.0% | 13.0% | 6.5% |
| US Muni - ST | - | - | - | - | - |
| US Corporates | 2.5% | 2.0% | 1.5% | - | - |
| US High Yield | - | - | - | - | - |
| US Bank Loans | 3.5% | 3.0% | 2.0% | 1.5% | - |
| Emerging Markets Debt | - | - | - | - | - |
| Total Fixed Income | 78% | 58% | 38% | 18% | 8% |
| Cash | 2% | 2% | 2% | 2% | 2% |
| Weighted Expense Ratio | 0.06% | 0.06% | 0.06% | 0.05% | 0.05% |
| Asset Classes | Conservative |
|---|---|
| Equity | Target |
| US Large Cap | 13.0% |
| US Small Cap | - |
| International Equity | 5.5% |
| Emerging Markets Equity | 1.5% |
| Total Equity | 20% |
| Fixed Income | Target |
| US Treasury | 8.5% |
| US Treasury - LT | 4.0% |
| US TIPS | 2.5% |
| US Muni | 57.0% |
| US Muni - ST | - |
| US Corporates | 2.5% |
| US High Yield | - |
| US Bank Loans | 3.5% |
| Emerging Markets Debt | - |
| Total Fixed Income | 78% |
| Cash | 2% |
| Weighted Expense Ratio | 0.06% |
| Asset Classes | Moderate Conservative |
|---|---|
| Equity | Target |
| US Large Cap | 24.0% |
| US Small Cap | 2.0% |
| International Equity | 11.0% |
| Emerging Markets Equity | 3.0% |
| Total Equity | 40% |
| Fixed Income | Target |
| US Treasury | 6.0% |
| US Treasury - LT | 3.0% |
| US TIPS | 2.0% |
| US Muni | 42.0% |
| US Muni - ST | - |
| US Corporates | 2.0% |
| US High Yield | - |
| US Bank Loans | 3.0% |
| Emerging Markets Debt | - |
| Total Fixed Income | 58% |
| Cash | 2% |
| Weighted Expense Ratio | 0.06% |
| Asset Classes | Moderate |
|---|---|
| Equity | Target |
| US Large Cap | 36.0% |
| US Small Cap | 3.5% |
| International Equity | 15.5% |
| Emerging Markets Equity | 5.0% |
| Total Equity | 60% |
| Fixed Income | Target |
| US Treasury | 4.0% |
| US Treasury - LT | 2.0% |
| US TIPS | 1.5% |
| US Muni | 27.0% |
| US Muni - ST | - |
| US Corporates | 1.5% |
| US High Yield | - |
| US Bank Loans | 2.0% |
| Emerging Markets Debt | - |
| Total Fixed Income | 38% |
| Cash | 2% |
| Weighted Expense Ratio | 0.06% |
| Asset Classes | Moderate Agressive |
|---|---|
| Equity | Target |
| US Large Cap | 47.5% |
| US Small Cap | 5.0% |
| International Equity | 21.5% |
| Emerging Markets Equity | 6.0% |
| Total Equity | 80% |
| Fixed Income | Target |
| US Treasury | 2.0% |
| US Treasury - LT | 1.5% |
| US TIPS | - |
| US Muni | 13.0% |
| US Muni - ST | - |
| US Corporates | - |
| US High Yield | - |
| US Bank Loans | 1.5% |
| Emerging Markets Debt | - |
| Total Fixed Income | 18% |
| Cash | 2% |
| Weighted Expense Ratio | 0.05% |
| Asset Classes | Agressive |
|---|---|
| Equity | Target |
| US Large Cap | 53.0% |
| US Small Cap | 6.5% |
| International Equity | 23.5% |
| Emerging Markets Equity | 7.0% |
| Total Equity | 90% |
| Fixed Income | Target |
| US Treasury | 1.5% |
| US Treasury - LT | - |
| US TIPS | - |
| US Muni | 6.5% |
| US Muni - ST | - |
| US Corporates | - |
| US High Yield | - |
| US Bank Loans | - |
| Emerging Markets Debt | - |
| Total Fixed Income | 8% |
| Cash | 2% |
| Weighted Expense Ratio | 0.05% |
The Strategic Core MF/ETF investment strategy seeks total return through a diversified strategic asset allocation framework across global equity and fixed income markets. Each model portfolio is designed to utilize both active and passive investment styles by investing in actively managed mutual funds and low-cost, index-tracking exchange traded funds (ETFs).
| Asset Classes | Conservative | Moderate Conservative | Moderate | Moderate Aggressive | Aggressive |
|---|---|---|---|---|---|
| Equity | Target | Target | Target | Target | Target |
| US Large Cap | 13.0% | 24.0% | 36.0% | 47.5% | 53.0% |
| US Small Cap | - | 2.0% | 3.5% | 5.0% | 6.5% |
| International Equity | 5.5% | 11.0% | 15.5% | 21.5% | 23.5% |
| Emerging Markets Equity | 1.5% | 3.0% | 5.0% | 6.0% | 7.0% |
| Total Equity | 20% | 40% | 60% | 80% | 90% |
| Fixed Income | Target | Target | Target | Target | Target |
| US Treasury | 46.5% | 35.0% | 23.0% | 9.0% | 6.5% |
| US Treasury - ST | - | - | - | - | - |
| US Treasury - LT | 3.5% | 3.0% | 2.0% | 1.5% | - |
| US TIPS | 5.0% | 3.5% | 2.5% | 1.5% | - |
| US Corporates | 10.0% | 7.0% | 4.5% | 3.5% | 1.5% |
| US Corporates - ST | - | - | - | - | - |
| US High Yield | 2.5% | 1.5% | 1.5% | - | - |
| US Bank Loans | 6.5% | 5.0% | 3.0% | 2.5% | - |
| Emerging Markets Debt | 4.0% | 3.0% | 1.5% | - | - |
| Total Fixed Income | 78% | 58% | 38% | 18% | 8% |
| Cash | 2% | 2% | 2% | 2% | 2% |
| Weighted Expense Ratio | 0.16% | 0.22% | 0.26% | 0.30% | 0.33 % |
| Asset Classes | Conservative |
|---|---|
| Equity | Target |
| US Large Cap | 13.0% |
| US Small Cap | - |
| International Equity | 5.5% |
| Emerging Markets Equity | 1.5% |
| Total Equity | 20% |
| Fixed Income | Target |
| US Treasury | 46.5% |
| US Treasury - ST | - |
| US Treasury - LT | 3.5% |
| US TIPS | 5.0% |
| US Corporates | 10.0% |
| US Corporates - ST | - |
| US High Yield | 2.5% |
| US Bank Loans | 6.5% |
| Emerging Markets Debt | 4.0% |
| Total Fixed Income | 78% |
| Cash | 2% |
| Weighted Expense Ratio | 0.16% |
| Asset Classes | Moderate Conservative |
|---|---|
| Equity | Target |
| US Large Cap | 24.0% |
| US Small Cap | 2.0% |
| International Equity | 11.0% |
| Emerging Markets Equity | 3.0% |
| Total Equity | 40% |
| Fixed Income | Target |
| US Treasury | 35.0% |
| US Treasury - ST | - |
| US Treasury - LT | 3.0% |
| US TIPS | 3.5% |
| US Corporates | 7.0% |
| US Corporates - ST | - |
| US High Yield | 1.5% |
| US Bank Loans | 5.0% |
| Emerging Markets Debt | 3.0% |
| Total Fixed Income | 58% |
| Cash | 2% |
| Weighted Expense Ratio | 0.22% |
| Asset Classes | Moderate Aggressive |
|---|---|
| Equity | Target |
| US Large Cap | 36.0% |
| US Small Cap | 3.5% |
| International Equity | 15.5% |
| Emerging Markets Equity | 5.0% |
| Total Equity | 60% |
| Fixed Income | Target |
| US Treasury | 23.0% |
| US Treasury - ST | - |
| US Treasury - LT | 2.0% |
| US TIPS | 2.5% |
| US Corporates | 4.5% |
| US Corporates - ST | - |
| US High Yield | 1.5% |
| US Bank Loans | 3.0% |
| Emerging Markets Debt | 1.5% |
| Total Fixed Income | 38% |
| Cash | 2% |
| Weighted Expense Ratio | 0.26% |
| Asset Classes | Moderate Agressive |
|---|---|
| Equity | Target |
| US Large Cap | 47.5% |
| US Small Cap | 5.0% |
| International Equity | 21.5% |
| Emerging Markets Equity | 6.0% |
| Total Equity | 80% |
| Fixed Income | Target |
| US Treasury | 9.0% |
| US Treasury - ST | - |
| US Treasury - LT | 1.5% |
| US TIPS | 1.5% |
| US Corporates | 3.5% |
| US Corporates - ST | - |
| US High Yield | - |
| US Bank Loans | 2.5% |
| Emerging Markets Debt | - |
| Total Fixed Income | 18% |
| Cash | 2% |
| Weighted Expense Ratio | 0.30% |
| Asset Classes | Agressive |
|---|---|
| Equity | Target |
| US Large Cap | 53.0% |
| US Small Cap | 6.5% |
| International Equity | 23.5% |
| Emerging Markets Equity | 7.0% |
| Total Equity | 90% |
| Fixed Income | Target |
| US Treasury | 6.5% |
| US Treasury - ST | - |
| US Treasury - LT | - |
| US TIPS | - |
| US Corporates | 1.5% |
| US Corporates - ST | - |
| US High Yield | - |
| US Bank Loans | - |
| Emerging Markets Debt | - |
| Total Fixed Income | 8% |
| Cash | 2% |
| Weighted Expense Ratio | 0.33% |
The Strategic Income & Growth ETF investment strategy seeks to generate income and long-term capital appreciation through a diversified strategic asset allocation framework across global equity and fixed income markets. Each model portfolio is designed to be a core income holding by investing in a broad range of yield-oriented, low-cost exchange traded funds (ETFs).
| Asset Classes | Conservative | Moderate Conservative | Moderate | Moderate Aggressive | Aggressive |
|---|---|---|---|---|---|
| Equity | Target | Target | Target | Target | Target |
| US Large Cap | 12.5% | 23.5% | 35.5% | 47.5% | 53.0% |
| US Small Cap | - | 1.5% | 2.0% | 2.5% | 3.0% |
| International Equity | 6.0% | 13.5% | 20.5% | 27.5% | 31.0% |
| Emerging Markets Equity | 1.5% | 1.5% | 2.0% | 2.5% | 3.0% |
| Total Equity | 20% | 40% | 60% | 80% | 90% |
| Fixed Income | Target | Target | Target | Target | Target |
| US Treasury | 40.0% | 30.0% | 19.0% | 9.0% | 6.5% |
| US Treasury - ST | - | - | - | - | - |
| US Treasury - LT | 4.5% | 3.5% | 2.5% | 1.5% | - |
| US TIPS | 4.0% | 3.0% | 2.0% | 1.5% | - |
| US Corporates | 11.0% | 8.0% | 5.0% | 2.5% | 1.5% |
| US Corporates - ST | - | - | - | - | - |
| US High Yield | 5.0% | 4.0% | 3.0% | 1.5% | - |
| US High Yield - ST | - | - | - | - | - |
| US Bank Loans | 8.0% | 6.0% | 4.0% | 2.0% | - |
| Emerging Markets Debt | 5.5% | 3.5% | 2.5% | - | - |
| Total Fixed Income | 78% | 58% | 38% | 18% | 8% |
| Cash | 2% | 2% | 2% | 2% | 2% |
| Weighted Expense Ratio | 0.09% | 0.10% | 0.10% | 0.10% | 0.11% |
| Asset Classes | Conservative |
|---|---|
| Equity | Target |
| US Large Cap | 12.5% |
| US Small Cap | - |
| International Equity | 6.0% |
| Emerging Markets Equity | 1.5% |
| Total Equity | 20% |
| Fixed Income | Target |
| US Treasury | 40.0% |
| US Treasury - ST | - |
| US Treasury - LT | 4.5% |
| US TIPS | 4.0% |
| US Corporates | 11.0% |
| US Corporates - ST | - |
| US High Yield | 5.0% |
| US High Yield - ST | - |
| US Bank Loans | 8.0% |
| Emerging Markets Debt | 5.5% |
| Total Fixed Income | 78% |
| Cash | 2% |
| Weighted Expense Ratio | 0.09% |
| Asset Classes | Moderate Conservative |
|---|---|
| Equity | Target |
| US Large Cap | 23.5% |
| US Small Cap | 1.5% |
| International Equity | 13.5% |
| Emerging Markets Equity | 1.5% |
| Total Equity | 40% |
| Fixed Income | Target |
| US Treasury | 30.0% |
| US Treasury - ST | - |
| US Treasury - LT | 3.5% |
| US TIPS | 3.0% |
| US Corporates | 8.0% |
| US Corporates - ST | - |
| US High Yield | 4.0% |
| US High Yield - ST | - |
| US Bank Loans | 6.0% |
| Emerging Markets Debt | 3.5% |
| Total Fixed Income | 58% |
| Cash | 2% |
| Weighted Expense Ratio | 0.10% |
| Asset Classes | Moderate |
|---|---|
| Equity | Target |
| US Large Cap | 35.5% |
| US Small Cap | 2.0% |
| International Equity | 20.5% |
| Emerging Markets Equity | 2.0% |
| Total Equity | 60% |
| Fixed Income | Target |
| US Treasury | 19.0% |
| US Treasury - ST | - |
| US Treasury - LT | 2.5% |
| US TIPS | 2.0% |
| US Corporates | 5.0% |
| US Corporates - ST | - |
| US High Yield | 3.0% |
| US High Yield - ST | - |
| US Bank Loans | 4.0% |
| Emerging Markets Debt | 2.5% |
| Total Fixed Income | 38% |
| Cash | 2% |
| Weighted Expense Ratio | 0.10% |
| Asset Classes | Moderate Agressive |
|---|---|
| Equity | Target |
| US Large Cap | 47.5% |
| US Small Cap | 2.5% |
| International Equity | 27.5% |
| Emerging Markets Equity | 2.5% |
| Total Equity | 80% |
| Fixed Income | Target |
| US Treasury | 9.0% |
| US Treasury - ST | - |
| US Treasury - LT | 1.5% |
| US TIPS | 1.5% |
| US Corporates | 2.5% |
| US Corporates - ST | - |
| US High Yield | 1.5% |
| US High Yield - ST | - |
| US Bank Loans | 2.0% |
| Emerging Markets Debt | - |
| Total Fixed Income | 18% |
| Cash | 2% |
| Weighted Expense Ratio | 0.10% |
| Asset Classes | Agressive |
|---|---|
| Equity | Target |
| US Large Cap | 53.0% |
| US Small Cap | 3.0% |
| International Equity | 31.0% |
| Emerging Markets Equity | 3.0% |
| Total Equity | 90% |
| Fixed Income | Target |
| US Treasury | 6.5% |
| US Treasury - ST | - |
| US Treasury - LT | - |
| US TIPS | - |
| US Corporates | 1.5% |
| US Corporates - ST | - |
| US High Yield | - |
| US High Yield - ST | - |
| US Bank Loans | - |
| Emerging Markets Debt | - |
| Total Fixed Income | 8% |
| Cash | 2% |
| Weighted Expense Ratio | 0.11% |
The Strategic Income & Preservation ETF investment strategy seeks to generate income through a diversified strategic asset allocation framework across global fixed income markets. Each model portfolio is designed to be a core income holding by investing in a broad range of income-producing, low-cost exchange traded funds (ETFs).
| Asset Classes | Standard | Select | Plus |
|---|---|---|---|
| Fixed Income | Target | Target | Target |
| US Treasury | 54.0% | 48.0% | 42.0% |
| US Treasury - LT | 9.0% | 6.0% | 3.0% |
| US Treasury - ST | - | - | - |
| US Corporates | 12.0% | 11.0% | 10.0% |
| US Corporates - ST | - | - | - |
| US High Yield | 6.0% | 11.0% | 16.0% |
| US High Yield - ST | - | - | - |
| US Bank Loans | 15.0% | 13.0% | 12.0% |
| EM Debt | 2.0% | 5.0% | 8.0% |
| US Preferreds | - | 4.0% | 7.0% |
| Cash | 2% | 2% | 2% |
| Weighted Expense Ratio | 0.09% | 0.12% | 0.17% |
| Asset Classes | Standard |
|---|---|
| Fixed Income | Target |
| US Treasury | 54.0% |
| US Treasury - LT | 9.0% |
| US Treasury - ST | - |
| US Corporates | 12.0% |
| US Corporates - ST | - |
| US High Yield | 6.0% |
| US High Yield - ST | - |
| US Bank Loans | 15.0% |
| EM Debt | 2.0% |
| US Preferreds | - |
| Cash | 2% |
| Weighted Expense Ratio | 0.09% |
| Asset Classes | Select |
|---|---|
| Fixed Income | Target |
| US Treasury | 48.0% |
| US Treasury - LT | 6.0% |
| US Treasury - ST | - |
| US Corporates | 11.0% |
| US Corporates - ST | - |
| US High Yield | 11.0% |
| US High Yield - ST | - |
| US Bank Loans | 13.0% |
| EM Debt | 5.0% |
| US Preferreds | 4.0% |
| Cash | 2% |
| Weighted Expense Ratio | 0.12% |
| Asset Classes | Plus |
|---|---|
| Fixed Income | Target |
| US Treasury | 42.0% |
| US Treasury - LT | 3.0% |
| US Treasury - ST | - |
| US Corporates | 10.0% |
| US Corporates - ST | - |
| US High Yield | 16.0% |
| US High Yield - ST | - |
| US Bank Loans | 12.0% |
| EM Debt | 8.0% |
| US Preferreds | 7.0% |
| Cash | 2% |
| Weighted Expense Ratio | 0.17% |
While your investment adviser helps you stay the course toward your goals, a team of dedicated investment professionals builds and manages the model portfolios using an investment process that includes:
Researching and developing long-term risk and return forecasts for 15+ assets classes across global markets
Determining which asset classes to include in the model portfolio and how much to invest in each
Analyzing and selecting ETFs and actively managing mutual funds through an open-architecture structure
Ongoing oversight of the model portfolio securities selections and risks, with rebalancing of your securities to align with your model portfolio, as appropriate
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Before engaging SFIMC, please review the SFIMC CRS and the SFIMC Wrap Fee Program Brochure for information about SFIMC and its fee, methods of analysis, investment strategies, business practices, disciplinary information, financial industry activities and affiliations, and other practices. This information is contained on statefarm.com (Regulatory Notices).
Securities are not FDIC insured, are not bank guaranteed and are subject to investment risk, including possible loss of principal.
In connection with establishing an advisory relationship with us, you will establish a brokerage account with our affiliate, State Farm VP Management Corp. (“SFVPMC”), a Registered Broker Dealer.
Neither State Farm nor its agents provide tax, or legal advice.
AS2025/07/1094