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State Farm Small Cap Index Fund Class Institutional (SMIIX)

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State Farm Small Cap Index Instl historical data, for real-time data please try another search
15.75 0.00    0.00%
19/11 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 92.6M
Type:  Fund
Market:  United States
Issuer:  State Farm
Asset Class:  Equity
State Farm Small Cap Index Instl 15.75 0.00 0.00%

SMIIX Overview

 
On this page you'll find an in-depth profile of State Farm Small Cap Index Fund Class Institutional. Learn about the key management, total assets, investment strategy and contact information of SMIIX among other information.
Category

Small Blend

Total Assets

92.6M

Expenses

0.48%

Inception Date

37315

Investment Strategy

The investment seeks to match as closely as practicable, before fees and expenses, the performance of the Russell 2000 Small Stock Index. The fund invests in stocks of companies that are included in the Russell 2000 Small Stock Index (the "Russell 2000 Index") in a manner that is expected to approximate the performance of the Russell 2000 Index, the benchmark index. The Russell 2000 Index is an index of 2,000 small companies that is created by taking the largest 3,000 companies traded in the U.S. and eliminating the largest 1,000 of these companies.

Contact Information

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

Top Executives

Name Title Since Until
Greg Savage Managing Director 2016 2018
Biography Greg Savage, Managing Director; has been associated with BlackRock Fund Advisors since 2009. Mr. Savage has been a senior portfolio manager for BFA and BTC since 2009. Prior to his employment with BFA and BTC, Mr. Savage was a senior portfolio manager from 2006 to 2009 for BGFA and BGI and a portfolio manager from 2001 to 2006 for BGFA and BGI.
Jennifer Hsui Senior Portfolio Manager 2016 2018
Biography Hsui holds the Chartered Financial Analyst designation. Jennifer Hsui has been employed by BFA and BTC as a senior portfolio manager since 2007. Prior to that, Ms. Hsui was a portfolio manager from 2006 to 2007 for BGFA and BGI. she was a research analyst for RBC Capital Markets from 2003 to 2006.
Alan Mason Managing Director 2016 2018
Biography Alan Mason is a Managing Director of BlackRock Advisors, LLC since 2009. Previously, Mr. Mason was a Managing Director of Barclays Global Investors from 2008 to 2009 and a Principal from 1996 to 2008.
Creighton Jue Managing Director 2016 2018
Biography Creighton Jue, CFA, has been a Managing Director of BlackRock, Inc. since 2011 and was previously a Director at BlackRock, Inc. from 2009 to 2011. Prior to joining BIM, Mr. Jue was a Principal at Barclays Global Investors from 2000 to 2009. Mr. Jue holds a B.A. in economics from the University of California, Irvine.
Rachel M. Aguirre Managing Director 2016 2018
Biography Rachel Aguirre is a Managing Director of BlackRock, Inc. since 2018. Ms. Aguirre was previously a Director of BlackRock, Inc. from 2012 to 2017, Vice President of BlackRock, Inc. from 2009 to 2011 and Principal and Portfolio Manager of Barclays Global Investors from 2005 to 2009.
Brent D. Reeder Portfolio Manager 2006 2017
Biography 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.
Chad M. Rakvin Director 2006 2007
Biography Chad Rakvin is Director of Global Equity Index Management for the Quantitative Management group of Northern Trust Global Investments. He is responsible for both domestic and global equity index management. Prior to joining Northern Trust in 2004, Chad was a principal with Barclays Global Investors holding various positions including head of the Index Research Group and Emerging Markets portfolio manager. As head of Index Research, he managed an investment strategy team where he oversaw strategies for International and U.S. equity with a combined product AUM of over $300 billion. Prior to joining BGI, he held various positions at Dow Jones Indexes including manager of Quantitative Analysis and a Senior Statistician where he oversaw the development of new index products for institutional asset managers and broker dealers. Prior to Dow Jones Indexes, Chad was responsible for research of equity investments for Pennsylvania Financial Group, an investment manager for high net worth individuals. Chad received a B.S. degree in Finance from the Indiana University of PA in 1993 and is a CFA charter holder.
James B. Francis Senior Portfolio Manager 2005 2006
Biography James Francis has been a senior portfolio manager with Geode since September 2011. He has served as senior portfolio manager of the fund since October 2011. He also manages other registered investment companies. In addition to his portfolio management responsibilities, Mr. Francis is responsible for quantitative research and new product development. Prior to joining Geode, Mr. Francis was a Director and Portfolio Manager at Deutsche Asset Management from 2008 to 2011 and a Senior Portfolio Manager at Northern Trust Global Investments from 2005 to 2007. He was employed by State Street Global Advisors from 1987 to 2005. Mr. Francis holds BS in Applied Mathematics from University of Massachusetts, Amherst
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