The State Farm Lifespan 2040 Funds managed for investors planning to retire(or planning to begin to withdraw a substantial portion of their capital) between the ages 60 and 71, with a minimum distribution of 250. The State Farm Lifespan 2040 Fund invests in a combination of market index and government exchange-traded stocks, with less than 20 percent of shares in the market. The Investment Strategy Fund is managed for investors hoping to take advantage of the broad market strength, low fee and transparency of market-capitalization weighted index funds; government stock index funds; and international fixed income fund (including equity and emerging market bond funds); and funds from outside investors. Investment Methodology: The State Farm Lifespan 2040 Fund invests in index funds that track an equity market index of 50 percent of stocks. The fund also invests in government stocks with less than 20 percent of the market weight and in international stocks less than 20 percent of the total market price. Each of those individual investments is rated by a professional investment adviser, including, as of June 30, 2014, Morningstar, Vanguard and Schwab, and is designed to reflect the fundamental characteristics of each investor's risk tolerance and investment needs. In order to minimize the potential impact of market and sector specific risks, the Fund invests using both a sector based strategy and market value weighted strategies. Market valuations are determined by an index that is designed to deliver the broadest available amount of value. Index funds are available in an array of industries and stocks, and may include a mix of both market-based, market-weighted and sector, or even asset-based, strategies. The fund selects those indexes that are best suited to each investment objective. The fund's allocations are designed such that the sum of the fund's assets in the most recently completed year of the Fund's investment period will typically represent less than 15 percent of the value of the fund's investments when calculated by Morningstar using comparable or comparable indexes. The minimum value of each year within a year (or a portion thereof) may be increased by the balance of assets of the Fund during that year by an amount not to exceed 3 billion plus earnings until such minimum value has been achieved. The minimum amount, once achieved, shall only be increased by additions to the balance after a minimum period of five years.
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State Farm Lifespan 2040 Fund Legacy Class A&B Shares and Class A&B Shares as of June 30, 2014, Investment Strategy Fund Facts Investment Objective: The State Farm Lifespan Funds seek to maximize
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