We may collect personal information from you such as identifying information (name, address, driver's license number), transactional information (products or services purchased and payment history), digital network activity (interactions with our website, IP address), geo-location data, audio recordings and other forms of personal information. A mutual fund is a professionally managed portfolio of stocks, bonds and/or other income vehicles devoted to a specific investment strategy or asset class. BlackRock, the world’s largest asset manager with $7.81 trillion under management, has given the green light for two of its mutual funds to invest in Bitcoin futures. 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. The fund family has returned 11.3% in the past year. You don't have to log in for these tasks. Vanguard and iShares owner BlackRock are the two largest holders of prison companes CoreCivic and GEO. Other investments not mentioned here may have characteristics similar or superior to those that are included. Prior to the agreement becoming effective, RBC CS is responsible for making all disclosures to our firm’s designated examining authority as required by NYSE Rule 382. Investing involves risk, including possible loss of principal. Most of the money we manage is for retirement – for individuals and pension beneficiaries like teachers, firefighters, doctors, businesspeople, and many others. Russell Investment Group ("Russell") is the source and owner of the trademarks, service marks and copyrights related to the Russell 2000® Index. The 2020 Best Mutual Funds logo and accolades are available for licensing through Investor's Business Daily's partner, The YGS Group. This and other important information is contained in the fund prospectuses and summary prospectuses which can be obtained by visiting statefarm.com. State Farm VP Management Corp. is a separate entity from those State Farm entities which provide banking and insurance products. 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. A share represents a portion of the fund's holdings. The S&P 500® Index tracks the common stock performance of 500 large U.S. companies. The Credit Suisse High Yield Index is designed to mirror the investible universe of the U.S. dollar-denominated high yield debt market. They offer a simple way to invest in one fund that offers a diversified mix of stocks and bonds that adjusts over time. BlackRock’s Performance in 2019. Mutual funds to invest in. I consult or invest on behalf of a financial institution. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. 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. 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. 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"). The Bloomberg Barclays High-Yield Bond Index covers the U.S. dollar-denominated, non-investment grade, fixed-rate, taxable corporate bond market. The Dow Jones Industrial Average is an unmanaged average of 30 actively traded stocks. Lo sentimos! Russell is not responsible for and has not reviewed the Fund nor any associated literature or publications and Russell makes no representation or warranty, express or implied, as to their accuracy, or completeness, or otherwise. The FTSE EPRA/NAREIT Developed Real Estate Index is designed to measure the stock performance of companies engaged in specific real estate activities of the North American, European, and Asian real estate markets. Trusted to manage more money than any other investment firm*, BlackRock has world-class capabilities designed to address client needs and help create better financial futures. Find the top rated World Large Stock mutual funds. TIPS Index is an unmanaged index composed of inflation protected securities issued by the U.S. Treasury. Strategic Income Opportunities Fund (BSIIX), Strategic Municipal Opportunities Fund (MAMTX). The State Farm International Index Fund (the "Fund"), based on the EAFE® Free Index, has not been passed on by MSCI as to its legality or suitability, and is not issued, sponsored, endorsed, sold or promoted by MSCI. The Russell Midcap Index measures the performance of the mid-cap segment of the U.S. equity market and is a subset of the Russell 1000 Index. In the unlikely event that the significant business disruption is so severe that it prevents us from remaining in business, our plan provides procedures to help ensure that our customers have prompt access to their funds and securities. Our selection includes: Fixed income funds invest in bonds or other fixed income instruments and are understood to typically carry less risk than stocks, or equities Any references to such sites are provided for informational purposes only and are not a solicitation to buy or sell any of the products which may be referenced on such third party sites. In all of the situations described above, in light of the various types of disruptions that could take place and that every emergency poses unique problems, it may take longer to resume operations during any particular disruption. Seeks to realize over a period of years the highest yield consistent with investing in investment grade bonds. As a global investment manager and fiduciary to our clients, our purpose at BlackRock is to help everyone experience financial well-being. BlackRock mutual funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). Russell® is a trademark of Russell. It is not possible to invest directly in an index. Our clients can invest in funds run by some of the industry's leading portfolio managers, benefiting from their deep experience and expertise. International and global stock funds typically own stocks in different countries and across different industries to help diversify portfolios. The New York Stock Exchange is considered the largest equities-based exchange in the world based on total market capitalization of its listed securities. © 2021 BlackRock, Inc. All rights reserved. The MSCI Emerging Markets Index is a float-adjusted market capitalization index designed to measure equity market performance in global emerging markets. Learn more about BlackRock® mutual funds by reading the various fund information or by contacting a registered State Farm agent today! State Farm has no discretion to alter, update, or control the content on the third party sites. Read more. The Citigroup 3-Month Treasury Bill Index is an unmanaged index of three-month Treasury bills. We value your privacy. The Bloomberg Barclays U.S. Consult with your financial professional before making any investment decisions. Mutual funds offer an affordable way to invest in a wide array of stocks without paying transaction fees for each stock held. Because mutual funds can invest in many different stocks or bonds, they give investors an easy way to diversify their portfolio. Credit risk refers to the possibility that the bond issuer will not be able to make principal and interest payments. State Farm® (including State Farm Mutual Automobile Insurance Company and its subsidiaries and affiliates) is not responsible for, and does not endorse or approve, either implicitly or explicitly, any third party products or the content of any third party sites referenced in this material. Esta página aún no está disponible en español. Securities are not FDIC insured, are not bank guaranteed and are subject to investment risk, including possible loss of principal. BlackRock offers investors broad EM exposure and regionally focused strategies via our actively managed mutual funds. When investors buy shares in the fund, the mutual fund company pools that money to make investments on their behalf. Securities distributed by State Farm® VP Management Corp. Specialty funds can give you access to a smaller part of the overall market, like a specific industry or sector. They offer a comprehensive range of solutions across asset classes and investment strategies. Allocation strategies combine different types of assets, such as stocks, bonds, real estate or cash, seeking to create a more broadly diversified portfolio. BlackRock and iShares ETFs that range from globally diversified strategies, such as the iShares MSCI Emerging Markets ETF , to funds that focus on specific regions like Latin America and countries like China and India. Compare reviews and ratings on Financial mutual funds from Morningstar, S&P, and others to help find the best Financial mutual … The NASDAQ Composite is an unmanaged market capitalization weighted index that is designed to represent the performance of the National Market System. Our business continuity plan may be revised or amended. Our Business Continuity Plan—We plan to quickly recover and resume business operations as soon as possible after a significant business disruption and respond by safeguarding our employees and property, making a financial and operational assessment, protecting the firm’s books and records, and allowing our customers to transact business. Each of the investment products and services referred to on the State Farm Mutual Funds web site is intended to be made available to customers or prospective customers residing in the United States. BlackRock offers a comprehensive selection of high-strong-performing, low-cost mutual funds, designed to cover multiple asset classes, geographic areas and investment goals. Aggregate Bond Index represents debt securities in the U.S. investment grade fixed rate taxable bond market. Investing involves risk, including potential for loss. A certain degree of know-how and expertise is required in order to properly select and invest in a mutual fund scheme. The Trust's Statement of Additional Information contains a more detailed description of the limited relationship MSCI has with the Trust and the Fund. For more information—If you have questions about our business continuity planning, you can contact your State Farm agent. Read it carefully. Investments spanning the range of small and large companies, designed to help with long-term growth. 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. Fixed income risks include interest-rate and credit risk. The FTSE EPRA/NAREIT Developed Real Estate ex-U.S. Index is designed to measure the stock performance of companies engaged in specific real estate activities of the real estate markets outside of the United States. The Russell 2500 Index measures the performance of the 2,500 smallest securities in the Russell 3000 Index. Stock and bond values fluctuate in price so the value of your investment can go down depending on market conditions. As a leader in the world of mutual funds, BlackRock offers many varieties to help meet your investment goals. *Based on $8.7 trillion in AUM as of 12/31/2020. If changes are made, an updated summary will be promptly posted on our website (statefarm.com®). The initial investment of the majority of BlackRock mutual funds ranges from $0 to $1,000. The Bloomberg Barclays Municipal Bond Index is an unmanaged index representative of the tax-exempt bond market. The customer's U.S. permanent residence address must be a street address. Within each of these areas, the severity of the disruption can also vary from minimal to severe. A target date fund is a professionally managed collection of mutual funds designed to help you invest for retirement. 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. The State Farm Small Cap Index Fund (the "Fund") is not sponsored, endorsed, sold or promoted by, nor in any way affiliated with Russell. The Morgan Stanley Capital International Europe, Australasia and Far East Free (EAFE® Free) Index currently measures the performance of stock markets of Europe, Australia, New Zealand, and the Far East. 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. The Blended Benchmark for the Equity and Bond Fund is a combination of 60% of the S&P 500 Index and 40% of the Barclays U.S. The Russell 1000 Index is a market-capitalization weighted index that tracks the largest 1,000 companies in the Russell 3000 Index. Invest in historically high-liquid money market securities and are generally less risky than stock funds. Find your next great investment and explore picks from our analysts. Ascensus provides recordkeeping for retirement plans offered by State Farm Investment Management Corp. The Russell 2000® Index tracks the common stock performance of the 2,000 smallest U.S. companies in the Russell 3000 Index. Typically, when interest rates rise, there is a corresponding decline in bond values. The Bloomberg Barclays 1-5 Year U.S. Treasury Index measures the performance of short-term U.S. Treasury Securities maturing within one to five years. For California residents, click here to view the full version of the California Consumer Privacy Notice. We use this information for business, marketing and commercial purposes, including but not limited to, providing the products and services you request, processing your claims, protecting against fraud, maintaining security, confirming your identity and offering you other insurance and financial products. State Farm VP Management Corp. has developed a Business Continuity Plan on how we will respond to events that significantly disrupt our business. Different strategies are designed to achieve particular investment objectives, such as seeking growth, seeking income, or minimizing risk. MSCI has no responsibility for and does not participate in the management of the Fund assets or sale of the Fund shares. Like a good neighbor, State Farm is there. Your 10-digit key code can be found in your paper bill, and bill notification email. The Nikkei 225 Index is a price-weighted index comprised of Japan’s top 225 blue-chip companies on the Tokyo Stock Exchange. You may obtain a current summary of our business continuity plan by writing to us at State Farm Investment Planning Services, 1 State Farm Plaza, Bloomington, IL 61710. To reach a different BlackRock site directly, please update your user type. Experienced investment teams set the fund's strategies, research investments, make trades and monitor the fund's performance. Mutual Funds can prove to be a tricky enterprise to invest in. The funds shown below do not represent the full universe of investments that could compose an asset allocation. BlackRock is a fiduciary to our clients, helping them invest for long-term goals. The MSCI Japan Index is designed to measure the performance of the large and mid-cap segments of the Japan market. This fully disclosed agreement states the responsibilities of each party. The disclosure letter details the responsibilities that our firm(the introducing broker-dealer) and RBC CS (the clearing firm) have to the client. BlackRock is not affiliated with SFVPMC or any other entity mentioned herein. There is a wide variety of tools, ideas, and designs that can be consolidated into a mutual fund portfolio, which aligns with your financial goals. BlackRock offers one of the largest selections of funds. In addition, BlackRock's investment teams use our Aladdin® investment platform to inform their decision making and better manage risk. With that in mind, we are providing you with this information on our business continuity plan. Learn about mutual fund investing, and browse Morningstar's latest research on funds. © Copyright, State Farm Mutual Automobile Insurance Company, 2021, Enter a policy number in the same format as it appears on your bill or ID card, >Enter a 10 digit Payment Plan Account Number, iShares Russell 2000 Small-Cap Index Fund, iShares MSCI EAFE International Index Fund, Emerging Markets Flexible Dynamic Bond Fund, LifePath Index 2065 Fund (fact sheet coming soon). The MSCI All Country World Index (ex-U.S.) (MSCI ACWI ex-U.S. Index) is a free float-adjusted market capitalization index that is designed to measure equity market performance in global developed and emerging markets, excluding the United States. Mutual funds invest in a variety of asset classes, including stocks and bonds. 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 … 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. In short, our business continuity plan is designed to permit our firm to resume operations as quickly as possible, given the scope and severity of the significant business disruption. 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. We value your privacy. Aggregate Bond Index, rebalanced monthly. Automatic investment plans do not assure a profit or protect against loss. Read the prospectus carefully before investing. State Farm does not warrant the merchantability, fitness, or quality of the third party products referenced in this material. "S&P 500®" is a trademark of The McGraw-Hill Companies, Inc. and has been licensed for use by the State Farm Mutual Fund Trust. Choice to help match growth potential and risk to fit your comfort level. Before investing, consider the funds' investment objectives, risks, charges and expenses. International investing involves special risks including, but not limited to currency fluctuations, illiquidity and volatility. Prepared by BlackRock Investments, LLC, member FINRA, Leave the BlackRock site for Individuals to explore other content, Welcome to the BlackRock site for individuals. Our business continuity plan addresses: data back-up and recovery; all mission critical systems; financial and operational assessments; alternative communications with customers, employees, and regulators; alternate physical location of employees; critical supplier, contractor, bank and counter-party impact; regulatory reporting; and procedures to help ensure that our customers have prompt access to their funds and securities if we are unable to continue our business. BLACKROCK, iSHARES and ALADDIN are trademarks of BlackRock, Inc. or its subsidiaries in the United States and elsewhere. These risks may be heightened for investments in emerging markets. © 2021 BlackRock, Inc. All Rights Reserved. Each client of our firm is notified of the relationship via a disclosure letter. We may collect personal information from you for business, marketing, and commercial purposes. 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. We value your privacy. All other trademarks are those of their respective owners. Since the timing and impact of disasters and disruptions is unpredictable, we will have to be flexible in responding to actual events as they occur. 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. Learn more about how these asset classes can play a role in an investment portfolio. MSCI makes no warranties and bears no liability with respect to the Fund. Below are some examples of funds to consider and are not meant as recommendations. Large Cap Growth mutual funds purchase stakes in numerous large U.S. companies that are expected to develop and grow at a faster rate than other large-cap stocks. Our firm has a contractual agreement with RBC Correspondent Services (RBC CS) to serve as our clearing firm. The Bloomberg Barclays U.S. Neither State Farm® nor its agents provide tax or legal advice. 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. We may collect personal information from you for business, marketing, and commercial purposes. Seeks as high a rate of income exempt from federal income taxes as is consistent with prudent investment management. Although client assets are held by RBC Capital Markets, LLC, Neither RBC Capital Markets, LLC, nor RBC CS has responsibility for the financial condition or performance of our firm or our Financial Advisors. In a disruption affecting our business district, city, or region, we will transfer our operations to a site outside of the affected area, and expect to recover and resume business within 3 business days. Varying Disruptions—Significant business disruptions can vary in their scope, such as only our firm, a single building housing our firm, the business district where our firm is located, the city where we are located, or the whole region. It is not possible to invest in a wide array of stocks paying! Blackrock site directly, please update your user type the 2,500 smallest securities in the world Based on market. Nasdaq Composite is an unmanaged market capitalization of its listed securities fluctuations, illiquidity and volatility fund prospectuses and prospectuses! 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