SFTAX (State Farm Tax Adv;LA)
Net Asset Value: 11.80
1-Day Return:
0.00 (0.00%)
YTD Return as of 5/23/12:
2.28%
Classification: General Muni Debt Objective: General Muni Debt 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 $10,000
Total Returns (As of 5/23/2012)
More| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | 2.28 | 8.13 | 5.68 | 5.91 | 5.27 |
| Classification | 4.81 | 11.67 | 7.64 | 4.62 | 4.57 |
| Index (S&P 500) | 5.80 | 2.30 | 16.50 | -0.70 | 3.90 |
| % Rank in Class (1-best,100=worst) | 94 | 91 | 90 | 10 | 20 |
Fund Stats
More| Investment Objective: | General Muni Debt |
|---|---|
| Net Assets ($Mil) | 86.30 |
| Inception Date: | 10/31/00 |
| Manager Name, Tenure | Heltner/Reardon, 2003 / 2000 |
| Expense Ratio: | 0.68% |
|
Sales Charge:
Load Type:
|
Front-End Load 3.00% 0.00% |
Top 10 Holdings (As of 12/31/11)
More| Company Name | Symbol | % Net Assets |
|---|---|---|
| General Obligation Notes/bonds | NA | 91.07 |
| Revenue Notes/bonds | NA | 8.93 |
| % of Total Holdings | 100 | |
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