Mutual Fund Insights: State Farm LifePath 2020 A Fund (NLWAX)

In-depth Analysis of State Farm LifePath 2020 A Fund (NLWAX)

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See State Farm LifePath 2020 A Fund (NLWAX) performance details as of February 28, 2010

  

Last Trade: $12.14 on 3/19/2010, Change: -0.07 (-0.57%)

  

Fund Manager - Dagmar Nikles

Fund Manager Tenure: 4.7 years   [Similar Funds: NLWBX ]
Fundmojo Fund Grade: D (Score: 0.49)     (What does this score mean?)

Dagmar Nikles is an employee of Barclays and BGI and is primarily responsible for the day-to-day management of the LifePath Funds. Dagmar Nikles has been a member of the asset allocation portfolio management team since July 2003. Prior to joining BGI, Dagmar Nikles received her Financial Risk Manager Certification and prior to that, Dagmar Nikles was an assistant portfolio manager and analyst at Zurich Scudder Investment from 2000 to 2002.  Get more insights on Dagmar Nikles

  

 What we like about State Farm LifePath 2020 A Fund (NLWAX)

Data for State Farm LifePath 2020 A Fund (NLWAX) as of February 28, 2010

• State Farm LifePath 2020 A Fund (NLWAX) management has been with State Farm LifePath 2020 A Fund for 4.7 years
• State Farm LifePath 2020 A Fund (NLWAX) has good Long-term performance (5-year return 2.01% vs 1.47 % Target Date 2016-2020 category average)
• State Farm LifePath 2020 A Fund (NLWAX) has an annual stock turnover rate of 6.00% vs Target Date 2016-2020 average of 38.28%. It is good that State Farm LifePath 2020 A management does not trade extensively for its return.
• State Farm LifePath 2020 A Fund (NLWAX) is less volatile than its peers as it has a 3-year Standard Deviation of 15.08, lower than category average of 16.66

  

 What we are cautious about State Farm LifePath 2020 A Fund (NLWAX)

Data for State Farm LifePath 2020 A Fund (NLWAX) as of February 28, 2010

• State Farm LifePath 2020 A Fund is a focused fund with 98.79% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• State Farm LifePath 2020 A Fund (NLWAX) has a less-than-ideal short-term performance (1-year return 39.19% vs 40.08 % Target Date 2016-2020 category average)
• State Farm LifePath 2020 A Fund (NLWAX) has a less-than-ideal mid-term performance (3-year return -2.73% vs -3.45 % Target Date 2016-2020 category average)
• State Farm LifePath 2020 A Fund (NLWAX) ratio of up-years vs down years can be improved
• State Farm LifePath 2020 A Fund (NLWAX) has a Morningstar rating of 3 and below
• State Farm LifePath 2020 A Fund (NLWAX) has a higher management fee of 1.13% than its Target Date 2016-2020 average of 0.67%
• State Farm LifePath 2020 A Fund (NLWAX) carries a 5% load

See State Farm LifePath 2020 A Fund (NLWAX) performance details as of February 28, 2010

  

  

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State Farm LifePath 2020 A Fund (NLWAX) Net Asset

Track net asset change of State Farm LifePath 2020 A fund (NLWAX)

Date	Net Asset
02/2010	$859.32M
01/2010	$296.68M
11/2009	$281.24M

More historic net asset information on State Farm LifePath 2020 A Fund (NLWAX)

  

State Farm LifePath 2020 A Fund (NLWAX) Portfolio Allocation

Track portfolio allocation change of State Farm LifePath 2020 A fund (NLWAX)

Date	Cash	Stock	Bond	Other
09/2009	5.89%	59.8%	33.98%	0.33%
06/2009	7.37%	59.78%	32.25%	0.6%
03/2009	4.97%	83.1%	34.51%	0.35%

Click here to see more historic asset allocation information on State Farm LifePath 2020 A Fund (NLWAX)

  

Most Recent Top 10 Holdings in State Farm LifePath 2020 A Fund (NLWAX)

Discover what State Farm LifePath 2020 A Fund (NLWAX) manager is buying

30-Sep-09 CoreAlpha Bond Master Portfolio [33.64%] Active Stock Master Portfolio [30.27%] iShares MSCI EAFE Index [10.51%] iShares S&P MidCap 400 Index [5.85%] iShares Barclays TIPS Bond [5.47%] iShares MSCI Emerging Markets Index [3.54%] iShares FTSE EPRA/NAREIT Dev RE ex-US [3.28%] iShares S&P SmallCap 600 Index [2.81%] iShares Cohen & Steers Realty Majors [1.84%] iShares MSCI EAFE Small Cap Index [1.37%]

30-Jun-09 CoreAlpha Bond Master Portfolio [33.57%] Active Stock Master Portfolio [30.61%] iShares MSCI EAFE Index [10.37%] iShares S&P MidCap 400 Index [5.9%] iShares Barclays TIPS Bond [5.13%] iShares MSCI Emerging Markets Index [3.57%] iShares FTSE EPRA/NAREIT Dev RE ex-US [3.55%] iShares S&P SmallCap 600 Index [2.87%] iShares Cohen & Steers Realty Majors [1.66%] iShares MSCI EAFE Small Cap Index [1.32%]

31-Mar-09 CoreAlpha Bond Master Portfolio [31.36%] Active Stock Master Portfolio [31.27%] iShares MSCI EAFE Index [12.41%] iShares S&P MidCap 400 Index [5.9%] iShares Barclays TIPS Bond [5.4%] iShares MSCI Emerging Markets Index [3.71%] iShares S&P SmallCap 600 Index [2.87%] iShares FTSE EPRA/NAREIT Dvlpd RE ex-US [2.77%] iShares Cohen & Steers Realty Majors [1.38%] iShares MSCI EAFE Small Cap Index [1.38%]

Click here for Stock Holding Change Map in State Farm LifePath 2020 A Fund (NLWAX)

  

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See more information on State Farm LifePath 2020 A Fund (NLWAX)

• State Farm LifePath 2020 A Fund Insights
• State Farm LifePath 2020 A Fund Performance Data
• State Farm LifePath 2020 A Fund News
• State Farm LifePath 2020 A Fund Score Explaination
• State Farm LifePath 2020 A Fund Manager Information
• Historic State Farm LifePath 2020 A Fund Asset Allocation Report
• Historic State Farm LifePath 2020 A Fund Top 10 Holding Tracking
• Historic State Farm LifePath 2020 A Fund Asset Under Management Tracking