State Farm Small/Mid Cap Equity B
Three State Farm Plaza N-1 Bloomington IL 61791-0001
Phone: 800-447-4930
| Category: |
Small Growth |
| Fund Family: |
State Farm |
| Net Assets: |
7.25M |
| Year-to-Date Return: |
-4.76% |
| Yield: |
0.00% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
01-May-06 |
|
Daniel M. Brewer
Lead Manager since
01-Dec-06 |
|
| Brewer is a senior portfolio manager and equity research analyst and Principal. He began his career in 1987 as a financial analyst and securities trader for WCM Investment Management in Orange County, CA. Beginning in 1992, he served as a portfolio manager and equity analyst at Wells Fargo Asset Management. Prior to joining Rainier Investment Management, Inc in 2000, he was a portfolio manager and equity analyst at Laird Norton Trust Co. in Seattle. |
| Min Initial Investment: |
$250 |
| Min Initial Investment, IRA: |
$250 |
| Min Initial Investment, AIP: |
$50 |
| Min Subsequent Investment: |
$50 |
| Min Subsequent Investment, IRA: |
$50 |
| Min Subsequent Investment, AIP: |
$50 |
|
|
|
| The investment seeks long-term growth of capital. The fund invests in a diversified portfolio of small and mid-capitalization stocks issued by companies listed on the New York Stock Exchange, the American Stock Exchange and the NASDAQ. It also invests in the common stock of mid-capitalization companies traded in the U.S. with prospects of strong earnings growth and attractive overall business fundamentals, selling at reasonable valuations. |
| Last Dividend
(24-Dec-08):
|
0.05 |
| Last Cap Gain
(27-Dec-07):
|
1.56 |
| Annual Holdings Turnover
|
99.00% |
| Average for Category:
|
131.92% |
|
| Expense |
SSNBX |
Category
Avg |
| Total Expense Ratio: |
2.00%
|
1.60% |
| Max 12b1 Fee: |
0.85%
|
N/A |
| Max Front End Sales Load: |
%
|
5.41% |
| Max Deferred Sales Load: |
5.00%
|
2.67% |
| 3 Yr Expense Projection*: |
$993 |
$690 |
| 5 Yr Expense Projection*: |
$1,303 |
$1,094 |
| 10 Yr Expense Projection*: |
$2,228 |
$2,198 |
|
|
Help
0.08 (1.16%) 
Profile
