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Morningstar

State Farm Interim SFITX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 9.53  /  0.32 %
  • Total Assets 356.7 Mil
  • Adj. Expense Ratio
    0.160%
  • Expense Ratio 0.160%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Short Government
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 1.24%
  • Effective Duration —

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis SFITX

Will SFITX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SFITX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the SFITX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of SFITX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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State Farm Interim’s strong process and parent firm support this strategy's Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

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