State Farm Interim holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
State Farm Interim Fund SFITX
- NAV / 1-Day Return 9.59 / −0.31 %
- Total Assets 288.9M
-
Adj. Expense Ratio
0.160%
- Expense Ratio 0.160%
- Distribution Fee Level Below Average
- Share Class Type No Load
- Category Short Government
- Credit Quality / Interest Rate Sensitivity —
- Min. Initial Investment 250
- Status Open
- TTM Yield 3.68%
- Effective Duration —
USD | NAV as of Jun 18, 2026 | 1-Day Return as of Jun 18, 2026, 12:18 AM GMT+0
Morningstar’s Analysis SFITX
Will SFITX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 15.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
United States Treasury Notes 4% | 1.96 | 6M | Government |
United States Treasury Notes 4% | 1.64 | 5M | Government |
United States Treasury Notes 3.875% | 1.59 | 5M | Government |
United States Treasury Notes 4.125% | 1.55 | 5M | Government |
United States Treasury Notes 4.5% | 1.54 | 5M | Government |
United States Treasury Notes 0.625% | 1.51 | 4M | Government |
United States Treasury Notes 3.5% | 1.45 | 4M | Government |
United States Treasury Notes 3.5% | 1.42 | 4M | Government |
United States Treasury Notes 3.625% | 1.41 | 4M | Government |
United States Treasury Notes 4% | 1.40 | 4M | Government |
United States