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State Farm LifePath 2020 Legacy A (SAWAX)

On Feb 10: 11.45 USD  Up 0.10 (0.88%)  
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 STATE FARM LIFEPATH 2020 FUND L Delayed quote dataEdit
Net Asset Value:11.45
Trade Time:Feb 10
Change:Up 0.10 (0.88%)
Prev Close:11.45
YTD Return*:20.92%
Net Assets*:330.77M
Yield*:1.93%
* As of 30-Nov-09
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 HEADLINES 
No headlines available for SAWAX.

 FUND BASICS30-Nov-09
Morningstar Overall Rating:3 stars
Total Assets:330.77M
Category:Target Date 2016-2020
Total Expense Ratio:%
Fund Profile - Holdings


 PERFORMANCE & RISK30-Nov-09
YTD Return:20.92%
5y Avg Return:2.56%
Rank in Category (ytd):165
% Rank in Category (ytd):77.83%
Beta (3y):1.12
Morningstar Risk Rating:Below average
Performance Details - Risk Details

 FUND SUMMARY 
The investment seeks to maximize assets for retirement or other purposes. The fund invests all of assets in a separate master portfolio of the master fund that has a substantially identical investment objective as the LifePath fund. Each master portfolio, in turn, invests in a combination of stock, bond and money market funds. As of December 31, 2007, it intends to hold about 64% of assets in the underlying stock funds, 35% of assets in the underlying bond funds and the rest of assets in the underlying money market fund.
Fund Profile


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