MUTUAL FUNDS

Funds That May Generate Income

What Are My Choices?

A mutual fund may generate income in the form of interest and dividends from the bonds or money market securities held in its portfolio. State Farm Mutual Funds® offers three funds that seek long-term growth while providing some income.

State Farm® Bond Fund

This fund seeks the highest yield, or interest payments, consistent with investing in investment-grade bonds. Bonds are considered investment grade if rated in one of Standard and Poor's or Moody's Investors Services®, Inc.'s, top four rating categories. The higher the grade, the more secure the raters believe the bond may be.

Have Questions About Investing?

The answer is an easy one: talk with your registered State Farm agent who will discuss your current needs and opportunities and help you develop a plan to fit your goals. Simply click, call, or stop by an office in your neighborhood today!

Risk Disclosures

Investing involves risk, including potential for loss.

Bonds are subject to interest rate risk and may decline in value due to an increase in interest rates.

Income may be subject to state and local taxes and (if applicable) the Alternative Minimum Tax.

AP2013/11/2090

Not FDIC Insured

  • No Bank Guarantee
  • May Lose Value