State Farm International Equity B Legacy
Three State Farm Plaza N-1 Bloomington IL 61791-0001
Map
Phone: 800-447-4930
| Category: | Foreign Large Blend | | Fund Family: | State Farm | | Net Assets: | 13.24M | | Year-to-Date Return: | 30.79% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 18-Dec-00 |
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Edward E. Wendell
Lead Manager since
02-Sep-08 | | | Wendell has been involved in the investment management business since 1985 when he began his association with Castegren. During that period Mr. Wendell provided operational support to the investment process developed by Mr. Castegren, and provided non-US equity investment programs for mutual funds, ERISA plans and high net worth individuals. |
| 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 |
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| The investment seeks long-term growth of capital. Marsico invests its portion primarily in foreign equity securities issued by companies that it selects for their long-term growth potential. It may invest in an unlimited number of companies of any size throughout the world, and in the securities of issuers that are economically tied to at least four different foreign countries. Under normal market conditions Northern Cross will invest its portion in 70-90 companies with a diversified representation of sectors and invest up to 20% of its portion of the International Equity Fund in emerging markets. |
| Last Dividend
(28-Dec-07):
| 0.09 | | Last Cap Gain
(29-Dec-08):
| 0.21 | | Annual Holdings Turnover
| 154.00% | | Average for Category:
| 85.40% |
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| Expense | SFFBX | Category
Avg | | Total Expense Ratio: | 1.90%
| 1.43% | | Max 12b1 Fee: | 0.65%
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | 3.00%
| 2.69% | | 3 Yr Expense Projection*: |
$ 924 | $691 | | 5 Yr Expense Projection*: |
$ 1,314 | $1,051 | | 10 Yr Expense Projection*: |
$ 2,298 | $2,098 |
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