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State Farm Lifepath Retirement Fund Class Institutional (SLRIX)

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State Farm LifePath Retirement Inst historical data, for real-time data please try another search
11.91 0.00    0.00%
19/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  State Farm
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 100.04M
State Farm LifePath Retirement Inst 11.91 0.00 0.00%

State Farm Lifepath Retirement Fund Class Institutional Overview

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

Target-Date Retirement

Total Assets

100.04M

Expenses

0.54%

Inception Date

37750

Investment Strategy

The investment seeks to provide for retirement outcomes based on quantitatively measured risk. The fund invests its assets in a combination of equity (including real estate investment trusts) and bond exchange traded funds and a money market fund in proportion to the fund's own comprehensive investment strategy. It seeks to provide for retirement outcomes based on quantitatively measured risk. BlackRock Fund Advisors ("BFA") serves as the sub-adviser to the fund and selects investments for the fund.

Contact Information

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

Top Executives

Name Title Since Until
Matthew O’Hara Managing Director 2016 2018
Biography Mr. O’Hara has been employed by BFA as Managing Director since 2013 and as Director for the period 2009 to 2012. Mr. O’Hara is the global head of investment research for the Lifetime Asset Allocation Group. Mr. O’Hara has been one of the LifePath Portfolio Managers primarily responsible for the day-to-day management of the LifePath Funds since November of 2016.
Amy Whitelaw Managing Director 2010 2018
Biography Amy Whitelaw is Managing Director of BlackRock, Inc. since 2013 and was Director of the firm from 2009 to 2012. Ms. Whitelaw's service with the firm dates back to 1998, including her years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. Ms. Whitelaw served as Principal of BGI from 2000 to 2009. Previously Ms. Whitelaw worked in the Transition Services group as a transition manager and strategist, and was also an international equity trader on BGI’s trading desk.
Alan Mason Managing Director 2009 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.
Leslie Gambon Portfolio Manager 2007 2014
Biography Gambon is an employee of BGFA and BGI. She has been a member of the asset allocation portfolio management team since April 2007. Prior to becoming a member of the asset allocation portfolio management team, Gambon was an active equity product manager with BGI from 2001 to 2004 and in October 2004 became head of Portfolio Management Process at BGI.
Dagmar Nikles Director 2005 2012
Biography Director of BlackRock, Inc. since 2009; Principal of Barclays Global Investors (“BGI”) from 2006 to 2009; Associate of BGI from 2003 to 2006.
Dale Hogan Portfolio Manager 2008 2010
Biography Hogan has been a member of the asset allocation portfolio management team since May 2007. Prior to becoming a Portfolio Manager, Hogan was a derivatives trader with Credit Suisse from 2004 to 2006. From April 2002 through April 2004, Hogan was a currency trader at BGI.
Jim Chan Portfolio Manager 2007 2009
Biography Chan is an employee of BGFA and BGI and has been one of the portfolio managers primarily responsible for the day-to-day management of the Master Portfolios since May 2007. Chan has been a member of the asset allocation portfolio management team since February 2006. Prior to becoming a Portfolio Manager, Chan was a Research Analyst with BGI Americas Institutional Business from 2004 to 2006.
David Burkart - 2003 2007
Biography Burkart is a portfolio manager with Barclays Global Fund Advisors (BGFA).
Ken Millman Portfolio Manager 2003 2007
Biography Millman is an employee of BGFA and BGI and is primarily responsible for the day-to-day management of the LifePath Retirement Master Portfolio, LifePath 2010 Master portfolio, LifePath 2020 Master Portfolio, LifePath 2030 Master Portfolio and LifePath 2040 Master Portfolio. Millman has been a member of the asset allocation portfolio management team since 2000.
Mariana Egan Portfolio Manager 2005 2006
Biography Mariana Egan is a portfolio manager at Fidelity Investments. In this role, she manages lifecycle and other asset allocation investments vehicles for institutional investors. Prior to joining Fidelity in 2007, Mariana was a portfolio manager in the Asset Allocation group at Barclays Global Investors. Mariana earned a Master’s degree in Business Administration from the University of California at Berkeley. She is a Chartered Financial Analyst charterholder.
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