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State Farm Interim SFITX

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

Morningstar’s Analysis SFITX

Will SFITX outperform in future?

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

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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