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State Farm Small Cap Index B (SNRBX) Fund Ranking and Research

Ranking, Research and Recommendation of State Farm Small Cap Index B (SNRBX) Fund

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Graph of State Farm Small Cap Index B Fund (SNRBX) ManagerFund Manager - Brent D. Reeder

Fund Manager Information

Fund Manager Tenure: 13.7 years
Similar Funds: SNRAX 
Fund Family: State Farm
Fund Category: Small Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.43)     (What does this score mean?)
Brent Reeder, Senior Vice President at The Northern Trust Company, Chicago, is the Team Leader-Domestic Index in the Quantitative Management Group of Northern Trust Global Investments (NTGI). Before his current role, he was a Portfolio Manager in the Quantitative Management Group of NTGI, responsible for the management of index portfolios. Brent has a broad range of expertise in both large capitalization and small capitalization index mandates. Prior to this, Brent spent five years in trust operations as a team leader of the Foundations and Endowments team. He received a B.A. degree in Economics from DePauw University and an M.B.A. degree in Finance from DePaul University. Brent is an Associated Person with the National Futures Association.  Get more insights on Brent D. Reeder

 

Graph of State Farm Small Cap Index B Fund (SNRBX) ProfileState Farm Small Cap Index B Fund (SNRBX) Profile

Fund Profile and Description

State Farm Small Cap Index B Fund seeks to match as closely as practicable, before fees and expenses, the performance of the Russell 2000 Small Stock index. State Farm Small Cap Index B Fund normally invests at least 80% of total assets in the equity securities included in the Russell 2000 index, in weights that approximate the relative composition of the securities contained in the index.

 

State Farm Small Cap Index B (SNRBX) Fund Strength What we like about State Farm Small Cap Index B (SNRBX) Fund

Data for State Farm Small Cap Index B Fund (SNRBX) as of May 30, 2016

  • State Farm Small Cap Index B Fund (SNRBX) management has been with State Farm Small Cap Index B Fund for 13.7 years
  • Asset base in State Farm Small Cap Index B Fund (SNRBX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • State Farm Small Cap Index B Fund (SNRBX) has an annual stock turnover rate of 15.00% vs Small Blend average of 52.13%. It is good that State Farm Small Cap Index B management does not trade extensively for its return.

State Farm Small Cap Index B Fund (SNRBX) Weakness What we are cautious about State Farm Small Cap Index B (SNRBX) Fund

Data for State Farm Small Cap Index B Fund (SNRBX) as of May 30, 2016

  • State Farm Small Cap Index B Fund (SNRBX) has a less-than-ideal short-term performance (1-year return -7.40% vs -5.18% Small Blend category median performance)
  • State Farm Small Cap Index B Fund (SNRBX) has a less-than-ideal mid-term performance (3-year return 5.34% vs 6.96% Small Blend category median performance)
  • State Farm Small Cap Index B Fund (SNRBX) has a less-than-ideal Long-term performance (5-year return 6.21% vs 7.84% Small Blend category median performance)
  • State Farm Small Cap Index B Fund (SNRBX) ratio of up-years vs down years can be improved
  • State Farm Small Cap Index B Fund (SNRBX) has a Morningstar rating of 3 and below
  • State Farm Small Cap Index B Fund (SNRBX) is less safe compared to its Small Blend peers
  • State Farm Small Cap Index B Fund (SNRBX) does not have a good risk adjusted return as its 3-year Alpha of -5.91 is worse than category average of -4.16, and its 3-year Sharpe ratio is 0.41
  • State Farm Small Cap Index B Fund (SNRBX) is more volatile than its peers as it has a 3-year Standard Deviation of 15.2 that is higher than category average of 14.58
  • State Farm Small Cap Index B Fund (SNRBX) has a higher expense ratio of 1.59% than its Small Blend average of 1.22%
  • State Farm Small Cap Index B Fund (SNRBX) carries a 5% load
See State Farm Small Cap Index B Fund (SNRBX) performance details as of May 30, 2016

 

What do you think?

 

Compare State Farm Small Cap Index B Fund (SNRBX)Compare with other top Small Blend category mutual funds

Aadditional top Small Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
State Farm Small Cap Index B1.62-7.405.346.21
Voya Small Company W (ISMWX)5.840.399.509.36Compare
Natixis Vaughan Nelson Small Cap Value A (NEFJX)4.84-1.7410.7010.01Compare
CRM Small Cap Value Instl (CRISX)4.71-1.578.116.99Compare

See top fund managers for Small Blend Category Funds

 

Compare State Farm Small Cap Index B Fund (SNRBX)Compare with Small Blend category ETFs

Some Small Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR S&P 600 Small Cap ETF (SLY)5.61%0.29%9.84%
Wilshire Micro-Cap ETF (WMCR)000
Vanguard Small-Cap ETF (VB)000
Vanguard S&P Small-Cap 600 ETF (VIOO)000
WisdomTree SmallCap Earnings ETF (EES)000

 

Graph of State Farm Small Cap Index B Fund (SNRBX) Net Asset TrackingState Farm Small Cap Index B (SNRBX) Fund Net Asset

Track net asset change of State Farm Small Cap Index B fund (SNRBX)

DateNet Asset
05/2016$432.53M
03/2016$416.01M
02/2016$386.10M
More historic net asset information on State Farm Small Cap Index B Fund (SNRBX)

  

Graph of State Farm Small Cap Index B Fund (SNRBX) Portfolio TrackingState Farm Small Cap Index B (SNRBX) Fund Portfolio Allocation

Track portfolio allocation change of State Farm Small Cap Index B fund (SNRBX)

DateCashStockBondOther
03/20161.26%98.45%0%0.28%
12/20153.59%96.16%0%0.24%
09/20153.13%95.6%0%1.22%
Click here to see more historic asset allocation information on State Farm Small Cap Index B Fund (SNRBX)

 

graph of State Farm Small Cap Index B Fund (SNRBX) Top 10 Position TrackingTop 10 Holdings in State Farm Small Cap Index B (SNRBX) Fund

Discover what State Farm Small Cap Index B Fund (SNRBX) manager is buying

Mar 30, 2016
STERIS plc Ordinary Shares [0.37%]
CubeSmart Common Shares [0.35%]
West Pharmaceutical Services, I [0.3%]
Treehouse Foods, Inc. Common St [0.3%]
Vail Resorts, Inc. Common Stock [0.29%]
Sovran Self Storage, Inc. Commo [0.28%]
Piedmont Natural Gas Company, I [0.28%]
MarketAxess Holdings, Inc. [0.28%]
Highwoods Properties, Inc. Comm [0.27%]
Caseys General Stores, Inc. [0.26%]

Dec 30, 2015
STERIS plc Ordinary Shares [0.37%]
Tyler Technologies, Inc. Common [0.34%]
Dyax Corp. [0.31%]
CubeSmart Common Shares [0.29%]
Neurocrine Biosciences, Inc. [0.28%]
Manhattan Associates, Inc. [0.28%]
Vail Resorts, Inc. Common Stock [0.27%]
Caseys General Stores, Inc. [0.27%]
Piedmont Natural Gas Company, I [0.26%]
Anacor Pharmaceuticals, Inc. [0.26%]

Sep 29, 2015
Tyler Technologies, Inc. Common [0.3%]
Anacor Pharmaceuticals, Inc. [0.28%]
CubeSmart Common Shares [0.27%]
Manhattan Associates, Inc. [0.27%]
Investors Bancorp, Inc. [0.25%]
First American Corporation (New [0.25%]
Maximus, Inc. Common Stock [0.23%]
ABIOMED, Inc. [0.23%]
Caseys General Stores, Inc. [0.23%]
West Pharmaceutical Services, I [0.23%]
Click here for Stock Holding Change Map in State Farm Small Cap Index B Fund (SNRBX)

  

Latest News on State Farm Small Cap Index B (SNRBX) Fund

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State Farm Small Cap Index B Fund (SNRBX) Related ResourcesSee more information on State Farm Small Cap Index B (SNRBX) Fund

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