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    State Farm Equity B Legacy (SLEBX)

    9.83 Up 0.19(1.97%) Sep 2
    Prev Close:9.64
    YTD Return*:4.26%
    Net Assets*:543.42M
    Yield*:0.03%

    * As of 31-Jul-15

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

    Headlines

    • No Headlines available for SLEBX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    AAPL2.77N/A
    WFC1.82N/A
    JPM1.80N/A
    SWKS1.71N/A
    AET1.63N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:543.42M
    Category:Large Blend
    Annual Report Expense Ratio (net):1.56%

    Performance & Risk

    YTD Return:4.26%
    5y Avg Return:15.69%
    Rank in Category (ytd):19
    % Rank in Category (ytd):1.15%
    Beta (3y):0.99
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks long-term growth of capital. Two different investment sub-advisers, Bridgeway and Westwood, select investments for the fund. Bridgeway and Westwood each manage approximately one-half of the fund's portfolio. Bridgeway primarily invests its portion of the Equity Fund in a diversified portfolio of large growth stocks. View More
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