State Farm Equity Instl
Three State Farm Plaza N-1 Bloomington IL 61791-0001
Map
Phone: 800-447-4930
| Category: | Large Blend | | Fund Family: | State Farm | | Net Assets: | 108.16M | | Year-to-Date Return: | 13.29% | | Yield: | 2.65% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Nov-01 |
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Elena Khoziaeva
Lead Manager since
02-Sep-08 | | | Khoziaeva began working at the Adviser in 1998.Since 1999, her responsibilities have included investment management research and analysis as well as quantitative model maintenance and operation for the Adviser. Khoziaeva holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $250 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $50 |
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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
(19-Dec-08):
| 0.13 | | Last Cap Gain
(19-Dec-08):
| 0.01 | | Annual Holdings Turnover
| 143.00% | | Average for Category:
| 70.87% |
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| Expense | SLEIX | Category
Avg | | Total Expense Ratio: | 0.95%
| 1.09% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.59% | | 3 Yr Expense Projection*: |
$ 343 | $774 | | 5 Yr Expense Projection*: |
$ 595 | $1,287 | | 10 Yr Expense Projection*: |
$ 1,317 | $2,366 |
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