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State Farm LifePath 2020 Inst (SAWIX)

On Feb 10: 11.52 USD  Up 0.11 (0.96%)  
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 STATE FARM LIFEPATH 2020 FD INS Delayed quote dataEdit
Net Asset Value:11.52
Trade Time:Feb 10
Change:Up 0.11 (0.96%)
Prev Close:11.41
YTD Return*:21.22%
Net Assets*:88.63M
Yield*:2.20%
* As of 30-Nov-09
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 HEADLINES 
No headlines available for SAWIX.

 FUND BASICS30-Nov-09
Morningstar Overall Rating:5 stars
Total Assets:88.63M
Category:Target Date 2016-2020
Total Expense Ratio:%
Fund Profile - Holdings


 PERFORMANCE & RISK30-Nov-09
YTD Return:21.22%
5y Avg Return:2.82%
Rank in Category (ytd):156
% Rank in Category (ytd):73.58%
Beta (3y):1.12
Morningstar Risk Rating: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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