MUTUAL FUNDS

Institutional Shares

The following individuals and entities are eligible to purchase Institutional Shares:

  • A Registered State Farm®??agent, Field Sales Associate (FSA), Sales Associate Manager (SAM), Sales Leader (SL), Agency Administration Leader (AAL), and the plan sponsor, administrator, trustee, or fiduciary.
  • A family member1 of a Registered State Farm Agent, FSA, SAM, SL, or AAL and the plan sponsor, administrator, trustee, or fiduciary.
  • A person with investment authority for the plan of one of the above, or
  • Institutional investors, including certain insurance companies, defined contribution plans, defined benefit plans, and may be used as a funding vehicle for certain tax-qualified accounts.

1 For these purposes, a "family member" of a Registered State Farm Agent, FSA, SAM, SL, or AAL includes a spouse, lineal ascendant (e.g., parent, step-parent, grandparent, step-grandparent), lineal descendant (e.g., child, stepchild, grandchild), lineal descendant's spouse, sibling, and sibling's spouse.

Institutional shares may be used to fund the following accounts:

  • 401(k)
  • Archer Medical Savings Account (MSA)
  • Coverdell Education Savings Account (ESA)
  • IRA (Roth, SEP, SIMPLE, Traditional)
  • Qualified Retirement Plan (QRP)
  • Retirement Plan Funding Program (RPFP)
  • Tax-Sheltered Annuity (TSA)

There is no sales charge or 12b-1 fee associated with Institutional Class shares.

Please read the prospectus [PDF-718.1KB] for complete details regarding Institutional shares.

Risk Disclosures

Investing involves risk, including potential for loss.

AP2013/11/2105

Not FDIC Insured

  • No Bank Guarantee
  • May Lose Value