State Farm® Funds
Overview
Let State Farm Funds help you reach your long-term investment goals:
- Retirement
- Child's education
- Down payment on a new home
- A special purchase just for you
Plus, you enjoy the following advantages when investing in State Farm Funds:
- No Sales Charges – State Farm Funds are available to you with no sales charges.
- Low Fund Expenses – Because the Funds were originally developed to provide low-cost investment opportunities for State Farm associates, they have low operating costs and expense ratios.
State Farm Investment Management Corp. serves as investment adviser while Northern Trust Investments, Inc. (NTI) provides day-to-day portfolio management as sub-adviser and The Northern Trust Company provides shareholder servicing.
How to invest
You may open a shareholder account directly with the Funds. You can obtain a copy of the New Account Application by calling the Fund at 800-447-0740 (toll free), 866-342-2418 (toll free) or 501-255-1812, Monday – Friday 7:00 a.m. to 5:00 p.m. CT on days the Funds are open for business. Additionally, applications and related forms may be obtained in the Forms section below.
**Please note, the Funds are generally only available to be held directly with State Farm Funds and are not available through any financial intermediaries. **
Investment Minimums
Your initial and subsequent investment in each of the Funds must meet these minimum requirements:
- To open an account by check - $250 (per fund)
- To open an account by wire - $50 (per fund)
- Subsequent investments by check, automated clearing house (ACH) or automatic investing - $50 (per fund)
- Subsequent investment by wire - $50 (per fund)
Contact Information
Call 800-447-0740 (toll free), 866-342-2418 (toll free) or 501-255-1812
To Buy or Sell Shares by mail
Regular mail:
State Farm Funds
P.O. Box 182330
Columbus, OH 43218-2330
Overnight address:
State Farm Funds
4249 Easton Way, Suite 400
Columbus, OH 43219
Prospectus
Forms
State Farm Funds performance
Fund fact sheets
Dividend distributions
Monthly per share dividend rates
Related links
Need help?
Risk Disclosures
Before investing in State Farm Funds consider the funds' investment objectives, risks, charges and expenses. Contact a service representative (800-447-0740) for a prospectus or summary prospectus containing this and other information. Read it carefully.
The State Farm Funds are distributed by Foreside Financial Services, LLC.
State Farm Investment Management Corporation serves as advisor and Northern Trust Investments, Inc. serves as the sub-advisor to the State Farm Mutual Funds. Foreside Financial Services, LLC, member FINRA is the distributor of the Funds and is not affiliated with State Farm Investment Management Corporation or Northern Trust Investments, Inc.
Neither State Farm nor its agents provide tax or legal advice.
Non-US Residents
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. The customer's U.S. permanent residence address must be a street address. 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.
Securities are not FDIC insured, are not bank guaranteed and are subject to investment risk, including possible loss of principal.