MUTUAL FUNDS

Long-Term Funds

If your investment goal allows for long-term planning, there are eight State Farm Mutual Funds® that could fit your plans.

Our three equity funds, three index funds, and two LifePath® Funds invest in stocks that the portfolio managers believe have the potential to increase in value over time.

Equity Funds

Equity funds are actively managed to meet the investment goal of each fund. Managers purchase stocks of companies that match the goals, anticipating they'll increase in value. Equity funds seek to achieve long-term growth of capital, and each fund will try to achieve this by investing in different types of companies.

Index Funds

Index funds seek to mirror the returns, before fees and expenses, of a certain stock index listed in the investment objective of the fund. The manager attempts to reach the objective by purchasing stocks of companies found in the benchmark index. The stocks are purchased in amounts that reflect the weighting of the index.

LifePath Funds

LifePath Funds, as their stated time horizon approaches, gradually shift allocations from more high-risk investments (stocks) to more low-risk investments (bond funds), thereby making the fund increasingly conservative with lower expected return.

Have Questions About Investing?

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

Fund Selection Tool

What's your investment personality?

Get started

red-toolbox

Risk Disclosures

Investing involves risk, including potential for loss.

LifePath Funds are target-date portfolios whose investment objectives are adjusted over time to be more conservative as the target date (date the investor plans to start withdrawing their funds) approaches. The principal value of the fund(s) is not guaranteed at any time, including at the target date. Investing involves risk, including potential for loss.

The stocks of small companies are more volatile than the stocks of larger, more established companies.

Foreign investments involve greater risks than U.S. investments, including political and economic risks and the risk of current fluctuations.

AP2013/11/2092

Not FDIC Insured

  • No Bank Guarantee
  • May Lose Value