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: | 2.83B | | Year-to-Date Return: | 12.07% | | Yield: | 2.64% | | 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: | NaN | | Min Initial Investment, AIP: | $250 | | 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 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-09):
| 0.58 | | Last Cap Gain
(19-Dec-07):
| 2.08 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 70.87% |
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| Expense | STFGX | Category Avg | | Total Expense Ratio: | 0.12%
| 1.09% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.59% | | 3 Yr Expense Projection*: |
$ 39 | $774 | | 5 Yr Expense Projection*: |
$ 68 | $1,287 | | 10 Yr Expense Projection*: |
$ 154 | $2,366 |
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