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Mutual Funds 和 Investment Goals

Introducing 状态 Farm® Investment Planning Services: offering a variety of 帐户类型s, multiple investment products, 和 guidance to help reach your financial goals.

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What's Most Important to You When Investing?

What kind of investor are you? Why are you investing? 首先决定你想去哪里,然后决定你想如何到达那里. Once you have a goal in mind, 你可以开始探索跨风险水平和资产类别的投资选择.
Let us help meet your goals.

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Industry-Leading
Fund Providers

贝莱德® 和 American Funds® by Capital Group® add their global investing reach to our personalized investment services.

Trusted to manage more money than any other investment firm*, 贝莱德 has world-class capabilities designed to address your needs. 我们为您提供横跨资产类别和投资策略的全面贝莱德解决方案,帮助您创造更美好的财务未来.

*Based on $9.5 trillion in AUM as of 9/30/2021

Since 1931, American Funds by Capital Group® has helped millions of investors like you. See how we’re leveraging their proven approach to investing, 广泛的全球研究和经验丰富的基金经理团队,帮助您追求您的现实目标.

Investing for Long Term Goals is a Marathon, not a Sprint

To help keep your money working for you, 状态 Farm的注册代理人将在这里提供指导和支持,这些指导和支持基于以下关键的投资原则:

  1. 1 Start early 和 invest regularly

    随着时间的推移,复合的力量可以帮助大大小小的投资增长.

    平均成本法指的是定期投资等量的资金, usually monthly. 结果是,在股价低的时候购买更多的股票,而在股价高的时候购买更少的股票. This could help smooth out market volatility.

  2. 2 Make it 汽车matic

    为了简化平均成本计算,可以考虑一个自动投资计划(AIP). 然后钱可以从你的支票或储蓄帐户直接转移到你的投资帐户. Ask your registered agent for details.

  3. 3 Put asset allocation 和 diversification to work

    在不同资产类别之间进行配置,并在资产类别内进行多样化配置,有助于支持长期投资的成功.

    定期调整资产配置可能有助于减少市场波动的影响,使你朝着投资目标前进.

  4. 4 Keep thinking long-term

    The stock market’s ups 和 downs may leave investors feeling wary. But mutual fund shareholders may benefit from patience 和 discipline.

    During inevitable short-term market events, 你的国家农场注册代理可以是一个有价值的资源和顾问,帮助你保持一个更理性和更少情绪化的长期观点.

Risk Disclosures

在投资前,应考虑基金的投资目标、风险和费用. This 和 other important information is contained in the fund prospectusessummary prospectuses which can be obtained by visiting mahutvaruach.com. Read it carefully.

Dollar cost averaging, automatic investment plans, 资产配置和分散投资并不能保证盈利或防止损失.


Additional Disclosures

Mutual Funds Disclosures

自动投资计划不能保证盈利或防止损失.

Neither 状态 Farm® nor its agents provide tax or legal advice.

It is not possible to invest directly in an index.

状态 Farm VP Management Corp. 是一个独立于提供银行和10bet移动客户端产品的国有农场的实体吗.

贝莱德 mutual funds are distributed by 贝莱德 投资, 有限责任公司 (together with its affiliates, “贝莱德”). 贝莱德不隶属于SFVPMC或本文提及的任何其他实体. 贝莱德 is a registered trademark of 贝莱德, 公司.

SFVPMC是一个独立于资本研究和管理公司(CRMC)的实体,后者是美国基金的投资顾问.

我们公司与加拿大皇家银行通信服务公司(RBC CS)签订了合同协议,作为我们的清算公司. This fully disclosed agreement states the responsibilities of each party. Prior to the agreement becoming effective, 根据纽约证券交易所规则382的要求,RBC CS负责向本公司指定的审查机构进行所有披露. 我们律所的每位客户都通过披露信被告知这一关系. 披露信详细说明了我们公司(介绍经纪商-交易商)和RBC CS(清算公司)对客户的责任. Although client assets are held by RBC Capital Markets, 有限责任公司, Neither RBC Capital Markets, 有限责任公司, 也没有RBC CS对我们公司或我们的财务顾问的财务状况或业绩负责.

Ascensus公司为状态 Farm投资管理公司提供退休计划的记录服务.

指数

The 罗素 2000® 指数 tracks the common stock performance of the 2,000 smallest U.S. 公司 in the 罗素 3000 指数.

The 罗素 2500 指数 measures the performance of the 2,500 smallest securities in the 罗素 3000 指数.

罗素1000指数是一个市值加权指数,追踪最大的1,000 公司 in the 罗素 3000 指数.

罗素中盘股指数衡量的是美国股市中盘股的表现.S. equity market 和 is a subset of the 罗素 1000 指数.

道琼斯工业平均指数是30只交易活跃的股票的未管理平均数.

纳斯达克综合指数是一个非管理的市值加权指数,旨在代表全国市场系统的表现.

的年代&P 500® 指数 tracks the common stock performance of 500 large U.S. 公司.

The Bloomberg Barclays 1-5 Year U.S. 财政部 指数 measures the performance of short-term U.S. 财政部 Securities maturing within one to five years.

The Bloomberg Barclays U.S. Aggregate Bond 指数 represents debt securities in the U.S. investment grade fixed rate taxable bond market.

彭博巴克莱市政债券指数是一个代表免税债券市场的非管理指数.

The Bloomberg Barclays High-Yield Bond 指数 covers the U.S. 美元计价,非投资级,固定利率,应税公司债券市场.

The Bloomberg Barclays U.S. TIPS指数是由美国发行的通货膨胀保值证券组成的非管理指数.S. 财政部.

花旗3个月国库券指数是一个非管理的3个月国库券指数.

The FTSE EPRA/NAREIT Developed Real Estate ex-U.S. 指数是用来衡量在美国以外的房地产市场从事特定房地产活动的公司的股票表现.

富时EPRA/NAREIT发达房地产指数旨在衡量在北美从事特定房地产活动的公司的股票表现, 欧洲, 和 Asian real estate markets.

摩根士丹利资本国际欧洲、大洋洲和远东自由基金(EAFE)® 免费)指数目前衡量的是欧洲股市的表现, 澳大利亚, 新西兰, 和 the Far East.

摩根士丹利资本国际全球指数(MSCI All Country World 指数, ACWI)是一个自由浮动调整后的市值加权指数,旨在衡量发达市场和新兴市场的股市表现.

The MSCI All Country World 指数 (ex-U.S.) (MSCI ACWI ex-U.S. 指数(指数)是一个自由浮动调整后的市值指数,旨在衡量全球发达和新兴市场的股票市场表现, excluding the United 状态s.

摩根士丹利资本国际新兴市场指数(MSCI Emerging Markets 指数)是一个经浮动资本调整的市值指数,旨在衡量全球新兴市场股市的表现.

摩根士丹利资本国际日本指数旨在衡量日本市场中大盘股和中盘股的表现.

瑞信(Credit Suisse)的高收益指数(High Yield 指数)旨在反映美国的可投资领域.S. dollar-denominated high yield debt market.

根据其上市证券的总市值,纽约证券交易所被认为是世界上最大的股票交易所.

日经225指数是由东京证券交易所日本最大的225家蓝筹股组成的价格加权指数.

股票和债券基金的混合基准是S&P 500 指数 和 40% of the Barclays U.S. Aggregate Bond 指数, rebalanced monthly.

商标

"S&P 500®" is a trademark of The McGraw-Hill Companies, 公司. 和 has been licensed for use by the 状态 Farm Mutual Fund Trust. The 状态 Farm S&标准普尔500指数基金(以下简称“基金”)并非由标准普尔发起、认可、销售或推广 & Poor's, 和 St和ard & Poor's对于投资本基金的合理性不作任何陈述.

罗素投资集团(“罗素”)是商标的来源和所有者, service marks 和 copyrights related to the 罗素 2000® 指数. 罗素® is a trademark of 罗素. The 状态 Farm Small Cap 指数 Fund (the "Fund") is not 赞助, 支持, sold or promoted by, nor in any way affiliated with 罗素. 罗素不对本基金或任何相关文献或出版物负责,也没有审查,罗素不作任何陈述或保证, express or implied, as to their accuracy, or completeness, 或以其他方式.

的方案® Free 指数 is a trademark, 服务标志,是摩根士丹利资本国际的独家财产, 公司. (“摩根士丹利资本国际”)及其关联公司,并已获国家农场共同基金信托(“信托”)许可使用。. The 状态 Farm International 指数 Fund (the "Fund"), based on the EAFE® Free 指数, has not been passed on by MSCI as to its legality or suitability, 和 is not issued, 赞助, 支持, sold or promoted by MSCI. MSCI不就该基金作出任何保证,也不承担任何责任. MSCI对基金资产的管理或基金股份的出售没有责任,也不参与. 该信托的附加信息声明包含了关于MSCI与该信托和基金有限关系的更详细描述.

Non-US Residents

状态 Farm Mutual Funds网站上提到的每一种投资产品和服务都是为居住在美国的客户或潜在客户提供的. The customer's U.S. permanent residence address must be a street address. 本网站不应被视为向任何司法管辖区内的任何人招揽或提供任何投资产品或服务,而该等招揽或提供将是非法的.

BUSINESS CONTINUITY PLAN DISCLOSURE FOR STATE FARM VP MANAGEMENT CORP.

状态 Farm VP Management Corp. 是否制定了业务连续性计划,以应对严重干扰我们业务的事件. 因为灾害和破坏的时间和影响是不可预测的, 我们必须在实际事件发生时灵活地作出反应. 考虑到这一点,我们向您提供以下有关我们业务连续性计划的信息.

联系ing Us-如果在一次重大的业务中断后,您不能像往常一样联系您的州农场代理(注册代表), you should go to our web site at mahutvaruach.com® or you may contact another local registered 状态 Farm agent.

Our 业务 Continuity Plan-我们计划在发生重大业务中断后尽快恢复和恢复业务运营,并通过保护我们的员工和财产来应对, making a financial 和 operational assessment, protecting the firm’s books 和 records, 和 allowing our customers to transact business. 简而言之, 我们的业务连续性计划旨在使我们公司尽快恢复运营, given the scope 和 severity of the significant business disruption.

Our business continuity plan addresses: data back-up 和 recovery; all mission critical systems; financial 和 operational assessments; alternative communications with customers, 员工, 和 regulators; alternate physical location of 员工; critical supplier, 承包商, bank 和 counter-party impact; regulatory reporting; 和 procedures to help ensure that our customers have prompt access to their funds 和 securities if we are unable to continue our business.

Our business continuity plan may be revised or amended. 如果有更改,更新的摘要将及时发布在我们的网站(statefarm)上.com®). 您可以通过写信给我们状态 Farm Investment Planning Services获取我们业务连续性计划的当前摘要, 1 状态 Farm Plaza, 布卢明顿, IL 61710.

Varying Disruptions—Significant business disruptions can vary in their scope, such as only our firm, a single building housing our firm, the business district w在这里 our firm is located, the 城市 w在这里 we are located, or the whole region. 在这些区域中,破坏的严重程度也可能从最小到严重不等. In a disruption to only our firm or a building housing our firm, 我们可以在需要的时候将业务转移到当地,预计在1个工作日内恢复和恢复业务. In a disruption affecting our business district, 城市, 或地区, we will transfer our operations to a site outside of the affected area, 和 expect to recover 和 resume business within 3 business days. In either situation, we plan to continue in business, transfer operations if necessary, 和 notify you through our web site mahutvaruach.com®, you can contact your 状态 Farm agent, or you can contact another local registered 状态 Farm agent. 在不太可能发生的情况下,重大的业务中断是如此严重,它阻止我们继续经营, 我们的计划提供程序,以帮助确保我们的客户迅速获得他们的资金和证券.

In all of the situations described above, 鉴于可能发生的各种各样的中断,以及每一种紧急情况都会造成独特的问题, it may take longer to resume operations during any particular disruption.

For more information-如果您对我们的业务连续性计划有任何疑问,您可以联系您的州农场代理.


Securities are not FDIC insured, are not bank guaranteed 和 are subject to investment risk, including possible loss of principal.

Securities distributed by 状态 Farm® VP Management Corp.

AP2021/10/1521