Mutual Funds | State Farm®
Mutual Funds | State Farm®

Mutual Funds | State Farm®

Mutual Funds Disclosures
Automatic investment plans do not assure a profit or protect against loss .
It is not possible to invest directly in an index .
BlackRock common funds are distributed by BlackRock Investments, LLC ( together with its affiliates, “ BlackRock ” ). BlackRock is not affiliated with SFVPMC or any early entity mentioned herein. BlackRock is a register hallmark of BlackRock, Inc.

SFVPMC is a separate entity from Capital Research and Management Company ( CRMC ) which is the investment adviser for the american Funds .
Our firm has a contractual agreement with RBC Correspondent Services ( RBC CS ) to serve as our clear firm. This fully disclosed agreement states the responsibilities of each party. Prior to the agreement becoming effective, RBC CS is creditworthy for making all disclosures to our firm ’ sulfur designated examining assurance as required by NYSE Rule 382. Each node of our firm is notified of the relationship via a disclosure letter. The disclosure letter details the responsibilities that our firm ( the introducing broker-dealer ) and RBC CS ( the clear firm ) have to the customer. Although node assets are held by RBC Capital Markets, LLC, Neither RBC Capital Markets, LLC, nor RBC CS has province for the fiscal condition or performance of our firm or our fiscal Advisors .
SFVPMC is a separate entity from Ascensus which provides recordkeeping and administrative services for retirement plans. Ascensus is not affiliated with SFVPMC
Indices
The Russell 2000® Index tracks the common stock certificate performance of the 2,000 smallest U.S. companies in the Russell 3000 Index .
The Russell 2500 Index measures the performance of the 2,500 smallest securities in the Russell 3000 Index .
The Russell 1000 Index is a market-capitalization slant index that tracks the largest 1,000 companies in the Russell 3000 Index .
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 .
The Dow Jones Industrial Average is an unmanaged median of 30 actively deal stocks .
The NASDAQ Composite is an unmanaged market capitalization weighted index that is designed to represent the performance of the National Market System .
The S & P 500® Index tracks the common stock performance of 500 large U.S. companies .
The Bloomberg Barclays 1-5 Year U.S. Treasury Index measures the performance of short-run U.S. Treasury Securities maturing within one to five years .
The Bloomberg Barclays U.S. Aggregate Bond Index represents debt securities in the U.S. investment grade fixed rate taxable shackle market .
The Bloomberg Barclays Municipal Bond Index is an unmanaged exponent representative of the tax-exempt security bond grocery store .
The Bloomberg Barclays High-Yield Bond Index covers the U.S. dollar-denominated, non-investment grade, fixed-rate, taxable corporate shackle market .
The Bloomberg Barclays U.S. TIPS Index is an unmanaged index composed of inflation protected securities issued by the U.S. Treasury .
The Citigroup 3-Month Treasury Bill Index is an unmanaged index of three-month Treasury bills .
The FTSE EPRA/NAREIT Developed Real Estate ex-U.S. Index is designed to measure the lineage performance of companies engaged in specific real estate of the realm activities of the real estate of the realm markets outside of the United States .
The FTSE EPRA/NAREIT Developed Real Estate Index is designed to measure the stock performance of companies engaged in specific real number estate activities of the north american, european, and asian real number estate markets .
The Morgan Stanley Capital International Europe, Australasia and Far East Free ( EAFE® Free ) Index presently measures the performance of standard markets of Europe, Australia, New Zealand, and the Far East.

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The MSCI All Country World Index ( ACWI ) is a dislodge float-adjusted market capitalization weighted index that is designed to measure the equity market performance of developed and emerging markets .
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 fairness market performance in ball-shaped train and emerging markets, excluding the United States .
The MSCI Emerging Markets Index is a float-adjusted market capitalization index designed to measure equity market operation in global issue markets .
The MSCI Japan Index is designed to measure the performance of the big and mid-cap segments of the Japan market .
The Credit Suisse High Yield Index is designed to mirror the investible universe of the U.S. dollar-denominated senior high school move over debt market .
The New York Stock Exchange is considered the largest equities-based exchange in the world based on sum market capitalization of its list securities .
The Nikkei 225 Index is a price-weighted exponent comprised of Japan ’ s top 225 blue-chip companies on the Tokyo Stock Exchange .
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. Aggregate Bond Index, rebalanced monthly .
Trademarks
“ 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. 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 .
Russell Investment Group ( “ Russell ” ) is the source and owner of the trademarks, service marks and copyrights related to the Russell 2000® Index. Russell® is a trademark of Russell. The State Farm Small Cap Index Fund ( the “ Fund ” ) is not sponsored, endorsed, sold or promoted by, nor in any direction affiliated with Russell. Russell is not creditworthy for and has not reviewed the Fund nor any consociate literature or publications and Russell makes no representation or guarantee, express or implied, as to their accuracy, or completeness, or differently .
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 manipulation by the State Farm Mutual Fund Trust ( the “ Trust ” ). 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. MSCI makes no warranties and bears no indebtedness with deference to the Fund. MSCI has no responsibility for and does not participate in the management of the Fund assets or sale of the Fund shares. The Trust ‘s Statement of Additional Information contains a more detail description of the specify kinship MSCI has with the Trust and the Fund .
Non-US Residents
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. The customer ‘s U.S. permanent wave mansion address must be a street address. This web web site shall not be considered a solicitation or offer for any investment merchandise or serve to any person in any legal power where such solicitation or offer would be unlawful .
BUSINESS CONTINUITY PLAN DISCLOSURE FOR STATE FARM VP MANAGEMENT CORP.
country Farm VP Management Corp. has developed a Business Continuity Plan on how we will respond to events that significantly disrupt our commercial enterprise. Since the time and impact of disasters and disruptions is unpredictable, we will have to be elastic in responding to actual events as they occur. With that in take care, we are providing you with this information on our business continuity design .
Contacting Us— If after a meaning commercial enterprise break you can not contact your State farm agent ( register representative ) as you normally do, you should go to our web site at statefarm.com® or you may contact another local registered State Farm agentive role .
Our Business Continuity Plan— We plan to promptly recover and resume business operations american samoa soon as potential after a significant business disturbance and respond by safeguarding our employees and property, making a fiscal and operational assessment, protecting the firm ’ s books and records, and allowing our customers to transact business. In short, our clientele continuity plan is designed to permit our fast to resume operations vitamin a cursorily as possible, given the oscilloscope and severity of the significant business break .
Our commercial enterprise continuity plan addresses : data back-up and recovery ; all mission critical systems ; fiscal and operational assessments ; alternative communications with customers, employees, and regulators ; alternate physical location of employees ; critical supplier, contractor, bank and counter-party affect ; regulative report ; and procedures to help ensure that our customers have prompt access to their funds and securities if we are ineffective to continue our clientele .
Our clientele continuity plan may be revised or amended. If changes are made, an updated compendious will be promptly posted on our web site ( statefarm.com® ). 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.

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Varying Disruptions— Significant clientele disruptions can vary in their scope, such as only our firm, a one build housing our firm, the occupation zone where our firm is located, the city where we are located, or the whole area. Within each of these areas, the asperity of the break can besides vary from minimal to severe. In a break to entirely our firm or a build up house our firm, we may transfer our operations to a local site when needed and expect to recover and resume commercial enterprise within 1 business day. In a disturbance affecting our business zone, city, or region, we will transfer our operations to a site outside of the involve area, and expect to recover and resume commercial enterprise within 3 occupation days. In either position, we plan to continue in business, transfer operations if necessary, and advise you through our web site statefarm.com®, you can contact your State Farm agent, or you can contact another local registered State Farm agentive role. In the unlikely consequence that the significant commercial enterprise 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 .
In all of the situations described above, in light up of the assorted types of disruptions that could take home and that every hand brake poses unique problems, it may take longer to resume operations during any particular break .
For more information— If you have questions about our business continuity design, you can contact your State Farm agent .

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