State Farm Growth
Three State Farm Plaza N-1 Bloomington IL 61791-0001
Map
Phone: 800-447-0740
| Category: | Large Blend | | Fund Family: | State Farm | | Net Assets: | 2.66B | | Year-to-Date Return: | -27.29% | | Yield: | 2.84% | | Morningstar Rating: |  | | Fund Inception Date: | 01-May-67 |
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Paul Eckley
Lead Manager since
31-Jan-91 | | | Eckley is a senior vice president--Investments at State Farm Mutual Automobile Insurance Company, has been associated with the Growth Fund since 1991. |
| Min Initial Investment: | $250 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $250 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term growth of capital and income. The fund normally invests at least 80% of assets in common stocks and other income-producing equity securities. It may also invest in U.S. government obligations, investment-grade bonds and debentures, preferred stocks, and foreign securities. The fund ordinarily invests in companies with market capitalizations of at least $1.5 billion. It may invest up to 25% of total assets in equity securities and depositary receipts of foreign companies. |
| Last Dividend
(30-Jun-08):
| 0.64 | | Last Cap Gain
(19-Dec-07):
| 2.08 | | Annual Holdings Turnover
| 4.00% | | Average for Category:
| 71.85% |
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| Expense | STFGX | Category
Avg | | Total Expense Ratio: | 0.12%
| 1.11% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.14% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$39 | $572 | | 5 Yr Expense Projection*: |
$68 | $876 | | 10 Yr Expense Projection*: |
$154 | $2,504 |
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2.63% Nasdaq 0.00%
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