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    State Farm LifePath 2020 Legacy A (SAWAX)

    14.06 Down 0.04(0.28%) Jul 27
    Prev Close:14.06
    YTD Return*:0.93%
    Net Assets*:2.10B
    Yield*:1.10%

    * As of 30-Jun-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for SAWAX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    CoreAlpha Bond Master Portfolio40.13N/A
    Active Stock Master Portfolio16.32N/A
    Russell 1000 Index Master10.89N/A
    MIP International Tilts Master Portfolio10.81N/A
    iShares TIPS Bond6.49N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:2.1B
    Category:Target Date 2016-2020
    Annual Report Expense Ratio (net):1.05%

    Performance & Risk

    YTD Return:0.93%
    5y Avg Return:8.13%
    Rank in Category (ytd):70
    % Rank in Category (ytd):27.34%
    Beta (3y):0.88
    Morningstar Risk Rating:2

    Fund Summary

    The investment seeks to provide for retirement outcomes based on quantitatively measured risk. As of March 31, 2015, the LifePath 2020 Portfolio held approximately 54% of its assets in underlying funds that invest primarily in equity securities, 46% of its assets in underlying funds that invest primarily in bonds and the remainder of its assets in underlying funds that invest primarily in money market instruments. View More
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