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State Farm Small/mid Cap Equity Fund Premier Shares (SFSAX)

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State Farm Small/Mid Cap Equity Premier historical data, for real-time data please try another search
10.07 0.00    0.00%
19/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 89.4M
State Farm Small/Mid Cap Equity Premier 10.07 0.00 0.00%

SFSAX Overview

 
On this page you'll find an in-depth profile of State Farm Small/mid Cap Equity Fund Premier Shares. Learn about the key management, total assets, investment strategy and contact information of SFSAX among other information.
Category

Small Blend

Total Assets

89.4M

Expenses

0.74%

Inception Date

36878

Contact Information

Address One State Farm Plaza
Bloomington,IL 61710-0001
United States
Phone -

Top Executives

Name Title Since Until
Corey Schieler Portfolio Manager 2017 2018
Scott Hintz Portfolio Manager 2017 2018
Elena Khoziaeva Head of U.S. Equity 2006 2018
Biography Elena Khoziaeva, CFA, is a portfolio manager and began working at Bridgeway in 1998. Her responsibilities include portfolio management, investment research, and statistical modeling. Elena earned a Bachelor of Economic Sciences from Belarussian State Economic University in Minsk and graduated with highest honors from the University of Houston with an MBA in Accounting.
Michael Whipple Portfolio Manager 2006 2018
Biography Mike Whipple, CFA, FRM, is a portfolio manager and began working for Bridgeway in 2002. His responsibilities include portfolio management, investment research, and statistical modeling. He holds a BS in Accountancy and Finance from Miami University in Ohio. Michael worked in public accounting with a focus in auditing from 1993 to 2000 before attending the University of Chicago Booth School of Business from 2000 to 2002, where he earned his MBA.
John M. Montgomery Portfolio Strategist/Partner/Portfolio Manager 2006 2018
Biography A Managing Partner and Portfolio Strategist on the Westfield Capital Investment Committee, John joined Westfield in 2006, after spending five years as a Managing Director, Equities Division at Lehman Brothers. He has also held equities-related positions at JP Morgan Securities and Morgan Stanley in Boston. John began his career at Procter and Gamble in 1987.
Michael D. Emery Member, equity Portfolio Manager, Analyst 2016 2017
Biography Michael Emery, CFA, joined Rainier in 2008. Has been a senior Equity Portfolio Manager since 2008. Member of the Large Cap Equity Fund portfolio management team since 2008. He began his investment career in 1995 with Roger Engemann & Associates and later in 2001 for Franklin Templeton Investments, Inc. Michael holds the Chartered Financial Analyst designation. He received his Bachelor of Arts degree in business administration from the University of Washington and a Master of Business Administration from Cornell University. He is a member of the CFA Institute.
Stacie L. Cowell Senior Portfolio Manager 2014 2017
Biography Stacie Cowell is a member of the equity management team, serving as a senior portfolio manager and research analyst. She began her career as an analyst for Chase Manhattan Bank, New York, NY. Beginning in 1993, Stacie was a senior analyst on the small/mid cap team for Founders Asset Management in Denver, CO. Prior to joining Rainier in 2006, Stacie was senior vice president and lead portfolio manager with Invesco Funds Group, Denver, CO. Stacie holds the Chartered Financial Analyst designation. She received her Master of Science, Finance from University of Colorado, Boulder, CO, in 1999 and graduated cum laude with a Bachelor of Science, Economics from Colgate University, Hamilton, NY.
Mark W. Broughton Co-Head 2006 2017
Biography Mark W. Broughton, CFA, Co-Head of US Equities and Senior Equity Portfolio Manager , joined Rainier in 2002. A Senior Equity Portfolio Manager since 2002 and Co-Head of US Equities since 2016. He began his investment career in 1986, working in corporate finance at Drexel, Burnham & Lambert in Boston and Los Angeles. In 1991, Mark joined Provident Investment Counsel in Pasadena, where he served as an equity analyst and associate portfolio manager. Beginning in 1996, Mark was principal, senior portfolio manager and director of research at Badgley, Phelps and Bell in Seattle. Prior to joining Rainier in 2002, Mark was lead portfolio manager of Blackrock Financial Management’s core equity product in Philadelphia. Mark holds the Chartered Financial Analyst designation. He received a Bachelor of Science degree in Finance and Entrepreneurship and a Master of Business Administration in Finance and International Finance and Economics from the University of Southern California. He is a member of the CFA Institute and the Seattle Society of Financial Analysts.
Andrea L. Durbin Senior Portfolio Manager 2014 2016
Biography Andrea L. Durbin, CFA, joined Rainier in 2002. Has been senior Equity Portfolio Manager since 2007. Member of the Mid Cap Equity Fund portfolio management team since 2007 and of the Small/Mid Cap Equity Fund portfolio management team since 2007. She began her investment career in 1992. Andrea holds the Chartered Financial Analyst designation. She received her Bachelor of Science degree in economics, with emphasis in both finance and statistics from the University of Minnesota. She is a member of the CFA Institute and the Seattle Society of Financial Analysts.
James R. Margard CIO (Chief Investment Officer) 2006 2016
Biography James Margard serves as a senior equity portfolio manager and equity research analyst. Prior to joining Rainier in 1985, he served as senior analyst and portfolio manager at Value Line, Inc. (New York), specializing in small-capitalization stocks. James holds the Chartered Financial Analyst designation. He received a Master of Business Administration in Finance from the University of New Mexico and a Master of Arts from New York University. He is a member of the CFA Institute.
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