Our firm has a contractual agreement with RBC Correspondent Services (RBC CS) to serve as our clearing firm. Our clients can invest in funds run by some of the industry's leading portfolio managers, benefiting from their deep experience and expertise. Contacting Us—If after a significant business disruption you cannot contact your State Farm agent (registered representative) as you usually do, you should go to our web site at statefarm.com® or you may contact another local registered State Farm agent. The MSCI All Country World Index (ACWI) is a free float-adjusted market capitalization weighted index that is designed to measure the equity market performance of developed and emerging markets. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses which may be obtained visiting the iShares ETF and BlackRock Mutual Fund prospectus pages. In either situation, we plan to continue in business, transfer operations if necessary, and notify you through our web site statefarm.com®, you can contact your State Farm agent, or you can contact another local registered State Farm agent. Experienced investment teams set the fund's strategies, research investments, make trades and monitor the fund's performance. The customer's U.S. permanent residence address must be a street address. State Farm does not warrant the merchantability, fitness, or quality of the third party products referenced in this material. When investors buy shares in the fund, the mutual fund company pools that money to make investments on their behalf. If changes are made, an updated summary will be promptly posted on our website (statefarm.com®). I consult or invest on behalf of a financial institution. Strategic Income Opportunities Fund (BSIIX), Strategic Municipal Opportunities Fund (MAMTX). Learn more about BlackRock® mutual funds by reading the various fund information or by contacting a registered State Farm agent today! Investing involves risk, including potential for loss. International and global stock funds typically own stocks in different countries and across different industries to help diversify portfolios. Investments spanning the range of small and large companies, designed to help with long-term growth. For California residents, click here to view the full version of the California Consumer Privacy Notice. The initial investment of the majority of BlackRock mutual funds ranges from $0 to $1,000. While reviewing your mutual fund options, be sure to evaluate your: There are a couple of potential risks associated with mutual funds: There are two common misconceptions about mutual funds: As a leader in the world of mutual funds, BlackRock offers many varieties to help meet your investment goals. The State Farm Small Cap Index Fund (the "Fund") is not sponsored, endorsed, sold or promoted by, nor in any way affiliated with Russell. Credit risk refers to the possibility that the bond issuer will not be able to make principal and interest payments. Read it carefully. The EAFE® Free Index is a trademark, service mark and the exclusive property of Morgan Stanley Capital International, Inc. ("MSCI") and its affiliates and has been licensed for use by the State Farm Mutual Fund Trust (the "Trust"). We value your privacy. Neither State Farm® nor its agents provide tax or legal advice. Our selection includes: There are mutual funds targeted toward growth, that seek to manage against risk and navigate different market conditions, and asset allocation funds to help support a balanced portfolio. The BlackRock Technology Opportunities Fund (BGSAX), for example, is an actively-managed mutual fundthat invests in the stocks of U.S. and non-U.S. technology companies to enable its investors to benefit from the growth in the technology sector. In a disruption to only our firm or a building housing our firm, we may transfer our operations to a local site when needed and expect to recover and resume business within 1 business day. Aggregate Bond Index represents debt securities in the U.S. investment grade fixed rate taxable bond market. The Dow Jones Industrial Average is an unmanaged average of 30 actively traded stocks. Investing involves risk, including possible loss of principal. The funds shown below do not represent the full universe of investments that could compose an asset allocation. BlackRock is a registered trademark of BlackRock, Inc. SFVPMC is a separate entity from Capital Research and Management Company (CRMC) which is the investment adviser for the American Funds. TIPS Index is an unmanaged index composed of inflation protected securities issued by the U.S. Treasury. The Bloomberg Barclays Municipal Bond Index is an unmanaged index representative of the tax-exempt bond market. Consult with your financial professional before making any investment decisions. 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. For more information—If you have questions about our business continuity planning, you can contact your State Farm agent. The Russell 1000 Index is a market-capitalization weighted index that tracks the largest 1,000 companies in the Russell 3000 Index. They offer a simple way to invest in one fund that offers a diversified mix of stocks and bonds that adjusts over time. Allocation strategies combine different types of assets, such as stocks, bonds, real estate or cash, seeking to create a more broadly diversified portfolio. Securities distributed by State Farm® VP Management Corp. The State Farm S&P 500 Index Fund (the "Fund") is not sponsored, endorsed, sold or promoted by Standard & Poor's, and Standard & Poor's makes no representation regarding the advisability of investing in the Fund. The Russell 2500 Index measures the performance of the 2,500 smallest securities in the Russell 3000 Index. Compare reviews and ratings on Financial mutual funds from Morningstar, S&P, and others to help find the best Financial mutual … Since 1999, we've been a leading provider of financial technology, and our clients turn to us for the solutions they need when planning for their most important goals. Stock and bond values fluctuate in price so the value of your investment can go down depending on market conditions. BlackRock is a fiduciary to our clients, helping them invest for long-term goals. This fully disclosed agreement states the responsibilities of each party. Equity mutual funds are further sub-categorised based on the investment strategy (Value, dividend yield, focussed), whether the fund is managed actively or passively (Active/Index), the level of market capitalisation (small-cap, mid-cap, large-cap), or whether it’s a Sector or a Thematic Fund (that only invests in a particular sector like pharmaceuticals or petroleum or a … The Credit Suisse High Yield Index is designed to mirror the investible universe of the U.S. dollar-denominated high yield debt market. Mutual funds invest in a variety of asset classes, including stocks and bonds. BLACKROCK, iSHARES and ALADDIN are trademarks of BlackRock, Inc. or its subsidiaries in the United States and elsewhere. Like a good neighbor, State Farm is there. 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