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Mutual Fund Insights: State Farm LifePath 2020 R2 Fund (RAWTX)

In-depth Analysis of State Farm LifePath 2020 R2 Fund (RAWTX)

Mutual fund chart: State Farm LifePath 2020 R2 Fund (RAWTX)

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See State Farm LifePath 2020 R2 Fund (RAWTX) performance details as of January 31, 2010

Last Trade: $12.10 on 3/19/2010, Change: -0.06 (-0.49%)

Fund Manager - Dagmar Nikles

Fund Manager Tenure: 4.7 years [Similar Funds: RAWHX RAWOX ]
Fundmojo Fund Grade: C (Score: 0.58) (What does this score mean?)

Nikles is an employee of Barclays and BGI and is primarily responsible for the day-to-day management of the LifePath Funds. She has been a member of the asset allocation portfolio management team since July 2003. Prior to joining BGI, she received her Financial Risk Manager Certification and prior to that, she 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 R2 Fund (RAWTX)

Data for State Farm LifePath 2020 R2 Fund (RAWTX) as of January 31, 2010

State Farm LifePath 2020 R2 Fund (RAWTX) management has been with State Farm LifePath 2020 R2 Fund for 4.7 years
State Farm LifePath 2020 R2 Fund (RAWTX) has good mid-term performance (3-year return -3.59% vs -4.19% Target Date 2016-2020 category average)
State Farm LifePath 2020 R2 Fund (RAWTX) has good Long-term performance (5-year return 1.89% vs 1.47% Target Date 2016-2020 category average)
State Farm LifePath 2020 R2 Fund (RAWTX) ratio of up-years vs down years is greater than 2
State Farm LifePath 2020 R2 Fund (RAWTX) has an annual stock turnover rate of 13.00% vs Target Date 2016-2020 average of 42.34%. It is good that State Farm LifePath 2020 R2 management does not trade extensively for its return.
State Farm LifePath 2020 R2 Fund (RAWTX) is less volatile than its peers as it has a 3-year Standard Deviation of 15, lower than category average of 16.61

What we are cautious about State Farm LifePath 2020 R2 Fund (RAWTX)

Data for State Farm LifePath 2020 R2 Fund (RAWTX) as of January 31, 2010

State Farm LifePath 2020 R2 Fund is a focused fund with 98.58% 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 R2 Fund (RAWTX) has a less-than-ideal short-term performance (1-year return 27.22% vs 28.76% Target Date 2016-2020 category average)
State Farm LifePath 2020 R2 Fund (RAWTX) has a Morningstar rating of 3 and below
State Farm LifePath 2020 R2 Fund (RAWTX) has a higher management fee of 1.39% than its Target Date 2016-2020 average of 0.68%
Even though State Farm LifePath 2020 R2 Fund carries no load, it does have a 0.30% of 12b1 promotion, distributions, marketing expenses

See State Farm LifePath 2020 R2 Fund (RAWTX) performance details as of January 31, 2010

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State Farm LifePath 2020 R2 Fund (RAWTX) Net Asset

Track net asset change of State Farm LifePath 2020 R2 fund (RAWTX)

Date	Net Asset
01/2010	$19.33M
11/2009	$15.60M
10/2009	$14.49M

More historic net asset information on State Farm LifePath 2020 R2 Fund (RAWTX)

State Farm LifePath 2020 R2 Fund (RAWTX) Portfolio Allocation

Track portfolio allocation change of State Farm LifePath 2020 R2 fund (RAWTX)

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 R2 Fund (RAWTX)

Most Recent Top 10 Holdings in State Farm LifePath 2020 R2 Fund (RAWTX)

Discover what State Farm LifePath 2020 R2 Fund (RAWTX) 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 R2 Fund (RAWTX)

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.