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State Farm Small Mid Cap Equity Fund

SFSBX:US
NASDAQ GM
11.47
USD
0.03
0.26%
As of 6/22/2018
Fund Type
Open-End Fund
52Wk Range
9.31 - 11.53
1 Yr Return
20.21%
YTD Return
9.76%
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Previous Close
11.44
52Wk Range
9.31 - 11.53
1 Yr Return
20.98%
YTD Return
9.76%
Fund Type
Open-End Fund
Objective
Blend Mid Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 06/22/2018)
11.47
Total Assets (m USD) (on 06/21/2018)
319.182
Inception Date
08/11/1998
Last Dividend (on 12/26/2017)
0.46935
Dividend Indicated Gross Yield
0.32%
Fund Managers
JAMES R MARGARD / PETER M MUSSER
Front Load Fee
0.00%
Back Load Fee
3.00%
Redemption Fee
0.00%
12b-1 Fee
0.65%
Current Mgmt Fee
0.80%
Expense Ratio
1.79%

Top Fund Holdings

Name Position Value % of Fund
800.63 k 150.17 m 51.75
86.40 k 4.70 m 1.62
50.30 k 2.99 m 1.03
49.20 k 2.99 m 1.03
101.30 k 2.97 m 1.02
213.00 k 2.67 m 0.92
21.10 k 2.51 m 0.87
22.70 k 2.43 m 0.84
36.90 k 2.35 m 0.81
34.20 k 2.34 m 0.81
Profile
State Farm Small/Mid Cap Equity Fund is an open-end fund incorporated in the USA. The Fund seeks long-term growth of capital. The Fund invests most of its assets in equity securities of companies with relatively small market capitalizations located in the U.S. The companies typically have a market capitalization of $28 million to $4.9 billion at the time of purchase.
Address
State Farm Investment Management Crp
PO Box 219548
Kansas City, Missouri 64121-9548
Phone
1-800-447-4930