The Russell 2000® Index tracks the common stock performance of the 2,000 smallest U.S. companies in the Russell 3000 Index. The Bloomberg Barclays High-Yield Bond Index covers the U.S. dollar-denominated, non-investment grade, fixed-rate, taxable corporate bond market. Investments spanning the range of small and large companies, designed to help with long-term growth. BlackRock is a fiduciary to our clients, helping them invest for long-term goals. A share represents a portion of the fund's holdings. BlackRock is not affiliated with SFVPMC or any other entity mentioned herein. BlackRock offers investors broad EM exposure and regionally focused strategies via our actively managed mutual funds. Investing involves risk, including possible loss of principal. The MSCI Emerging Markets Index is a float-adjusted market capitalization index designed to measure equity market performance in global emerging markets. While reviewing your mutual fund options, be sure to evaluate your: There are a couple of potential risks associated with mutual funds: There are two common misconceptions about mutual funds: As a leader in the world of mutual funds, BlackRock offers many varieties to help meet your investment goals. Russell is not responsible for and has not reviewed the Fund nor any associated literature or publications and Russell makes no representation or warranty, express or implied, as to their accuracy, or completeness, or otherwise. Each of the investment products and services referred to on the State Farm Mutual Funds web site is intended to be made available to customers or prospective customers residing in the United States. This web site shall not be considered a solicitation or offering for any investment product or service to any person in any jurisdiction where such solicitation or offer would be unlawful. MSCI makes no warranties and bears no liability with respect to the Fund. These risks may be heightened for investments in emerging markets. A mutual fund is a professionally managed portfolio of stocks, bonds and/or other income vehicles devoted to a specific investment strategy or asset class. The Morgan Stanley Capital International Europe, Australasia and Far East Free (EAFE® Free) Index currently measures the performance of stock markets of Europe, Australia, New Zealand, and the Far East. State Farm VP Management Corp. is a separate entity from those State Farm entities which provide banking and insurance products. Our firm has a contractual agreement with RBC Correspondent Services (RBC CS) to serve as our clearing firm. The MSCI Japan Index is designed to measure the performance of the large and mid-cap segments of the Japan market. Allocation strategies combine different types of assets, such as stocks, bonds, real estate or cash, seeking to create a more broadly diversified portfolio. We may collect personal information from you for business, marketing, and commercial purposes. Securities distributed by State Farm® VP Management Corp. The customer's U.S. permanent residence address must be a street address. Esta página aún no está disponible en español. The Blended Benchmark for the Equity and Bond Fund is a combination of 60% of the S&P 500 Index and 40% of the Barclays U.S. The disclosure letter details the responsibilities that our firm(the introducing broker-dealer) and RBC CS (the clearing firm) have to the client. A certain degree of know-how and expertise is required in order to properly select and invest in a mutual fund scheme. In a disruption affecting our business district, city, or region, we will transfer our operations to a site outside of the affected area, and expect to recover and resume business within 3 business days. Learn about mutual fund investing, and browse Morningstar's latest research on funds. State Farm® (including State Farm Mutual Automobile Insurance Company and its subsidiaries and affiliates) is not responsible for, and does not endorse or approve, either implicitly or explicitly, any third party products or the content of any third party sites referenced in this material. The Russell 1000 Index is a market-capitalization weighted index that tracks the largest 1,000 companies in the Russell 3000 Index. You don't have to log in for these tasks. Seeks to realize over a period of years the highest yield consistent with investing in investment grade bonds. State Farm VP Management Corp. has developed a Business Continuity Plan on how we will respond to events that significantly disrupt our business. If changes are made, an updated summary will be promptly posted on our website (statefarm.com®). Equity mutual funds are further sub-categorised based on the investment strategy (Value, dividend yield, focussed), whether the fund is managed actively or passively (Active/Index), the level of market capitalisation (small-cap, mid-cap, large-cap), or whether it’s a Sector or a Thematic Fund (that only invests in a particular sector like pharmaceuticals or petroleum or a … The Russell 2500 Index measures the performance of the 2,500 smallest securities in the Russell 3000 Index. When investors buy shares in the fund, the mutual fund company pools that money to make investments on their behalf. The Dow Jones Industrial Average is an unmanaged average of 30 actively traded stocks. Our Business Continuity Plan—We plan to quickly recover and resume business operations as soon as possible after a significant business disruption and respond by safeguarding our employees and property, making a financial and operational assessment, protecting the firm’s books and records, and allowing our customers to transact business. BlackRock offers a comprehensive selection of high-strong-performing, low-cost mutual funds, designed to cover multiple asset classes, geographic areas and investment goals. Each client of our firm is notified of the relationship via a disclosure letter. Read it carefully. With that in mind, we are providing you with this information on our business continuity plan. BlackRock’s Performance in 2019. Our selection includes: There are mutual funds targeted toward growth, that seek to manage against risk and navigate different market conditions, and asset allocation funds to help support a balanced portfolio. To reach a different BlackRock site directly, please update your user type. The Bloomberg Barclays U.S. We value your privacy. *Based on $8.7 trillion in AUM as of 12/31/2020. Fixed income risks include interest-rate and credit risk. Contacting Us—If after a significant business disruption you cannot contact your State Farm agent (registered representative) as you usually do, you should go to our web site at statefarm.com® or you may contact another local registered State Farm agent. Our business continuity plan addresses: data back-up and recovery; all mission critical systems; financial and operational assessments; alternative communications with customers, employees, and regulators; alternate physical location of employees; critical supplier, contractor, bank and counter-party impact; regulatory reporting; and procedures to help ensure that our customers have prompt access to their funds and securities if we are unable to continue our business. We value your privacy. Trusted to manage more money than any other investment firm*, BlackRock has world-class capabilities designed to address client needs and help create better financial futures. Compare reviews and ratings on Financial mutual funds from Morningstar, S&P, and others to help find the best Financial mutual … Aggregate Bond Index represents debt securities in the U.S. investment grade fixed rate taxable bond market. Since the timing and impact of disasters and disruptions is unpredictable, we will have to be flexible in responding to actual events as they occur. The Trust's Statement of Additional Information contains a more detailed description of the limited relationship MSCI has with the Trust and the Fund. The MSCI All Country World Index (ACWI) is a free float-adjusted market capitalization weighted index that is designed to measure the equity market performance of developed and emerging markets. Large Cap Growth mutual funds purchase stakes in numerous large U.S. companies that are expected to develop and grow at a faster rate than other large-cap stocks. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. The Bloomberg Barclays U.S. Below are some examples of funds to consider and are not meant as recommendations. International and global stock funds typically own stocks in different countries and across different industries to help diversify portfolios. Choice to help match growth potential and risk to fit your comfort level. Read the prospectus carefully before investing. Consult with your financial professional before making any investment decisions. Prior to the agreement becoming effective, RBC CS is responsible for making all disclosures to our firm’s designated examining authority as required by NYSE Rule 382. MSCI has no responsibility for and does not participate in the management of the Fund assets or sale of the Fund shares. Find your next great investment and explore picks from our analysts. BLACKROCK, iSHARES and ALADDIN are trademarks of BlackRock, Inc. or its subsidiaries in the United States and elsewhere. TIPS Index is an unmanaged index composed of inflation protected securities issued by the U.S. Treasury. The NASDAQ Composite is an unmanaged market capitalization weighted index that is designed to represent the performance of the National Market System. We may collect personal information from you for business, marketing, and commercial purposes. Lo sentimos! They offer a comprehensive range of solutions across asset classes and investment strategies. Our business continuity plan may be revised or amended. BlackRock is a registered trademark of BlackRock, Inc. SFVPMC is a separate entity from Capital Research and Management Company (CRMC) which is the investment adviser for the American Funds. The fund family has returned 11.3% in the past year. Learn more about how these asset classes can play a role in an investment portfolio. We may collect personal information from you such as identifying information (name, address, driver's license number), transactional information (products or services purchased and payment history), digital network activity (interactions with our website, IP address), geo-location data, audio recordings and other forms of personal information. © 2021 BlackRock, Inc. All rights reserved. Because mutual funds can invest in many different stocks or bonds, they give investors an easy way to diversify their portfolio. The FTSE EPRA/NAREIT Developed Real Estate Index is designed to measure the stock performance of companies engaged in specific real estate activities of the North American, European, and Asian real estate markets. Stock and bond values fluctuate in price so the value of your investment can go down depending on market conditions. Most of the money we manage is for retirement – for individuals and pension beneficiaries like teachers, firefighters, doctors, businesspeople, and many others. I consult or invest on behalf of a financial institution. The Bloomberg Barclays 1-5 Year U.S. Treasury Index measures the performance of short-term U.S. Treasury Securities maturing within one to five years. The Russell Midcap Index measures the performance of the mid-cap segment of the U.S. equity market and is a subset of the Russell 1000 Index. The State Farm International Index Fund (the "Fund"), based on the EAFE® Free Index, has not been passed on by MSCI as to its legality or suitability, and is not issued, sponsored, endorsed, sold or promoted by MSCI. Learn more about BlackRock® mutual funds by reading the various fund information or by contacting a registered State Farm agent today! In addition, BlackRock's investment teams use our Aladdin® investment platform to inform their decision making and better manage risk. Find the top rated World Large Stock mutual funds. Other investments not mentioned here may have characteristics similar or superior to those that are included. Automatic investment plans do not assure a profit or protect against loss. "S&P 500®" is a trademark of The McGraw-Hill Companies, Inc. and has been licensed for use by the State Farm Mutual Fund Trust. Securities are not FDIC insured, are not bank guaranteed and are subject to investment risk, including possible loss of principal. Varying Disruptions—Significant business disruptions can vary in their scope, such as only our firm, a single building housing our firm, the business district where our firm is located, the city where we are located, or the whole region. Our clients can invest in funds run by some of the industry's leading portfolio managers, benefiting from their deep experience and expertise. Within each of these areas, the severity of the disruption can also vary from minimal to severe. It is not possible to invest directly in an index. The State Farm S&P 500 Index Fund (the "Fund") is not sponsored, endorsed, sold or promoted by Standard & Poor's, and Standard & Poor's makes no representation regarding the advisability of investing in the Fund. Prepared by BlackRock Investments, LLC, member FINRA, Leave the BlackRock site for Individuals to explore other content, Welcome to the BlackRock site for individuals. Neither State Farm® nor its agents provide tax or legal advice. © 2021 BlackRock, Inc. All Rights Reserved. Credit risk refers to the possibility that the bond issuer will not be able to make principal and interest payments. The initial investment of the majority of BlackRock mutual funds ranges from $0 to $1,000. In short, our business continuity plan is designed to permit our firm to resume operations as quickly as possible, given the scope and severity of the significant business disruption. BlackRock offers one of the largest selections of funds. In all of the situations described above, in light of the various types of disruptions that could take place and that every emergency poses unique problems, it may take longer to resume operations during any particular disruption. Any references to such sites are provided for informational purposes only and are not a solicitation to buy or sell any of the products which may be referenced on such third party sites. This fully disclosed agreement states the responsibilities of each party. The Citigroup 3-Month Treasury Bill Index is an unmanaged index of three-month Treasury bills. Investing involves risk, including potential for loss. Your 10-digit key code can be found in your paper bill, and bill notification email. A target date fund is a professionally managed collection of mutual funds designed to help you invest for retirement. The MSCI All Country World Index (ex-U.S.) (MSCI ACWI ex-U.S. Index) is a free float-adjusted market capitalization index that is designed to measure equity market performance in global developed and emerging markets, excluding the United States. Aggregate Bond Index, rebalanced monthly. We value your privacy. There is a wide variety of tools, ideas, and designs that can be consolidated into a mutual fund portfolio, which aligns with your financial goals. The BlackRock Technology Opportunities Fund (BGSAX), for example, is an actively-managed mutual fundthat invests in the stocks of U.S. and non-U.S. technology companies to enable its investors to benefit from the growth in the technology sector. International investing involves special risks including, but not limited to currency fluctuations, illiquidity and volatility. Mutual funds to invest in. They offer a simple way to invest in one fund that offers a diversified mix of stocks and bonds that adjusts over time. This and other important information is contained in the fund prospectuses and summary prospectuses which can be obtained by visiting statefarm.com. For California residents, click here to view the full version of the California Consumer Privacy Notice. The Credit Suisse High Yield Index is designed to mirror the investible universe of the U.S. dollar-denominated high yield debt market. Our selection includes: Fixed income funds invest in bonds or other fixed income instruments and are understood to typically carry less risk than stocks, or equities The FTSE EPRA/NAREIT Developed Real Estate ex-U.S. Index is designed to measure the stock performance of companies engaged in specific real estate activities of the real estate markets outside of the United States. The State Farm Small Cap Index Fund (the "Fund") is not sponsored, endorsed, sold or promoted by, nor in any way affiliated with Russell. Experienced investment teams set the fund's strategies, research investments, make trades and monitor the fund's performance. In either situation, we plan to continue in business, transfer operations if necessary, and notify you through our web site statefarm.com®, you can contact your State Farm agent, or you can contact another local registered State Farm agent. 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