State Farm Equity R1
Three State Farm Plaza N-1 Bloomington IL 61791-0001
Map
Phone: 800-447-4930
| Category: | Large Value | | Fund Family: | State Farm | | Net Assets: | 1.63M | | Year-to-Date Return: | -36.44% | | Yield: | 2.32% | | Morningstar Rating: |  | | Fund Inception Date: | 13-Sep-04 |
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Susan M. Byrne
Lead Manager since
02-Sep-08 | | | Byrne has served as chairman and chief investment officer since founding Westwood in 1983. She participates in the investment decision process during the portfolio team meetings in which the teamdecides the stock selection and weights for the model portfolio. She has authority to direct trading activity for the fund. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term growth of capital. The fund invests at least 80% of Bridgeway's portion of the Equity Fund's net assets (plus borrowings for investment purposes) in stocks from among those in the large-cap growth category at the time of purchase. Under normal market conditions, Westwood invests at least 80% of its portion of the Equity Fund (which includes, for purposes of this test, the amount of any borrowings for investment purposes) in common stocks and other equity securities of large capitalization companies. |
| Last Dividend
(21-Dec-07):
| 0.12 | | Last Cap Gain
(21-Dec-07):
| 0.52 | | Annual Holdings Turnover
| 46.00% | | Average for Category:
| 60.91% |
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| Expense | SREOX | Category
Avg | | Total Expense Ratio: | 1.49%
| 1.28% | | Max 12b1 Fee: | 0.50%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.42% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$471 | $591 | | 5 Yr Expense Projection*: |
$813 | $885 | | 10 Yr Expense Projection*: |
$1,779 | $1,741 |
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2.63% Nasdaq 0.00%
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