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State Farm Lifepath 2040 Fund Class Institutional (SAUIX)

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State Farm LifePath 2040 Inst historical data, for real-time data please try another search
14.01 0.00    0.00%
19/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  State Farm
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 358.14M
State Farm LifePath 2040 Inst 14.01 0.00 0.00%

SAUIX Overview

 
Find basic information about the State Farm Lifepath 2040 Fund Class Institutional mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add SAUIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change0.02%
Prev. Close14.01
Risk Rating
TTM Yield1.70%
ROE18.92%
IssuerState Farm
Turnover9%
ROA6.76%
Inception Date37750
Total Assets358.14M
Expenses0.54%
Min. Investment1,000
Market Cap44.37B
CategoryTarget - Date 2040
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State Farm Lifepath 2040 Fund Class Institutional Analysis


Performance

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Condition

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 969 946 999 1220 1320 2327
Fund Return -3.13% -5.36% -0.07% 6.86% 5.72% 8.81%
Place in category 122 79 83 93 98 82
% in Category 54 31 38 53 66 87

Top Bond Funds by State Farm

  Name Rating Total Assets YTD% 3Y% 10Y%
  State Farm Interim 298.13M 0.51 0.97 1.10

Top Funds for Target-Date 2040 Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  The Vanguard Target Retire 2040 Tr1 109.35B 2.51 5.88 8.58
  The Vanguard Target Retire 2040 Tr2 109.35B 2.51 5.87 8.57
  Vanguard Target Retire Trust Plus40 109.35B 2.50 5.89 8.60
  Vanguard Target Retirement 2040 Inv 93.99B 2.50 5.86 8.51
  American Funds 2040 Trgt Date RetR6 32.96B 3.55 7.42 9.83

Top Holdings

Name ISIN Weight % Last Change %
iShares Russell 1000 ETF - 46.26 - -
iShares Core MSCI EAFE ETF - 21.26 - -
iShares Cohen & Steers REIT ETF - 11.39 - -
iShares Core US Aggregate Bond ETF - 9.92 - -
iShares Core MSCI Emerging Markets ETF - 7.25 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Sell Strong Sell Strong Sell
Technical Indicators Strong Sell Sell Sell
Summary Strong Sell Strong Sell Strong Sell
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