State Farm Equity Instl
Three State Farm Plaza N-1 Bloomington IL 61791-0001
Map
Phone: 800-447-4930
| Category: | Large Value | | Fund Family: | State Farm | | Net Assets: | 115.44M | | Year-to-Date Return: | -18.17% | | Yield: | 2.59% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Nov-01 |
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Karen A. Miller
Lead Manager since
01-May-05 | | | Miller is a Senior Vice President and Director of Capital International Research, Inc. and is a portfolio manager of U.S. equity, U.S. value equity and U.S. small capitalization equity portfolios. She also has research responsibilities in the U.S. banking and money management industries. She joined our organization in 1990. She holds an MBA in finance from Columbia University Graduate School of Business and a masters degree in international economics from Columbia School of International Affairs |
| Min Initial Investment: | $250 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in common stocks and other equity securities of U.S. companies with market capitalization of at least $1.5 billion. It may invest up to 20% of assets in equity securities and depositary receipts of foreign companies. |
| Last Dividend
(21-Dec-07):
| 0.17 | | Last Cap Gain
(21-Dec-07):
| 0.52 | | Annual Holdings Turnover
| 46.00% | | Average for Category:
| 59.01% |
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| Expense | SLEIX | Category
Avg | | Total Expense Ratio: | 0.92%
| 1.28% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.38% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$293 | $587 | | 5 Yr Expense Projection*: |
$509 | $893 | | 10 Yr Expense Projection*: |
$1,131 | $1,756 |
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0.26% Nasdaq 0.00%
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