SFTAX (State Farm Tax Adv;LA)
Net Asset Value: 11.92
1-Day Return:
0.07 (0.59%)
YTD Return as of 4/5/13: 0.56%
Classification: General Muni Debt Objective: Gen & Ins Muni Open to New Investors: Yes
Lipper Rating
The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.
| Growth of $10,000
Total Returns (As of 4/05/2013)
More| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | 0.56 | 5.25 | 5.64 | 5.79 | 4.72 |
| Classification | 1.01 | 6.96 | 6.76 | 5.74 | 4.48 |
| Index (S&P 500) | NA | NA | NA | NA | NA |
| % Rank in Class (1-best,100=worst) | 92 | 87 | 87 | 53 | 38 |
Fund Stats
More| Investment Objective: | Gen & Ins Muni |
|---|---|
| Net Assets ($Mil) | 91.10 |
| Inception Date: | 10/31/00 |
| Manager Name, Tenure | Reardon/Young, 2000 / 2012 |
| Expense Ratio: | 0.68% |
|
Sales Charge:
Load Type:
|
Front-End Load 3.00% 0.00% |
Top 10 Holdings (As of 9/30/12)
More| Company Name | Symbol | % Net Assets |
|---|---|---|
| General Obligation Notes/bonds | NA | 88.89 |
| Revenue Notes/bonds | NA | 11.11 |
| % of Total Holdings | 100 | |
