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Morningstar

State Farm

State Farm Parent Rating

Average
Morningstar Manager Research

In a competitive industry, State Farm does n't differentiate itself enough, leading to an Average Parent Pillar rating.

However, an area of strength for the firm is that they've delivered strong risk-adjusted returns for shareholders, with an average five-year Morningstar Rating of 4.0 stars across its open-end and exchange-traded products. The metric measures the risk-adjusted performance of an asset manager's currently live funds. The firm stands out from a cost perspective for its open-end and exchange-traded funds, demonstrating a firm-wide commitment to minimizing costs and maximizing investors' returns. On average, the firm's fees on its funds are in the cheapest quintile of its category. Despite other redeeming qualities as a firm, State Farm has seen some disruption among its portfolio management ranks in the past five years, denoted by elevated turnover compared to peer asset-management firms. Long-term stability tends to support positive results.

State Farm Investments

Mutual Funds

See All State Farm Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

10.80 Bil

Investment Flows (TTM)

−538.66 Mil

Asset Growth Rate (TTM)

−5.70%

# of Share Classes

4
Morningstar Rating # of Share Classes
1
1
2
0
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
State Farm Balanced7
State Farm Municipal Bond45
State Farm Growth50
State Farm Interim70
View All 5-Star Standouts

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Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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