State Farm Interim (SFITX)

Fund Assets	279.41M
Expense Ratio	0.161%
Min. Investment	$250
Turnover	50.00%
Dividend (ttm)	0.36
Dividend Yield	3.79%
Dividend Growth	4.88%
Payout Frequency	Monthly
Ex-Dividend Date	Sep 30, 2026

Previous Close	9.45
YTD Return	-0.33%
1-Year Return	0.49%
5-Year Return	4.52%
52-Week Low	9.42
52-Week High	9.79
Beta (5Y)	0.07
Holdings	134
Inception Date	Nov 1, 1977

About SFITX

State Farm Interim Fund is an open-end mutual fund focused on high-quality fixed income with short- to intermediate-term maturities. The fund’s primary objective is to deliver results approximating the performance of the Bloomberg 1–5 Year U.S. Treasury Index, emphasizing interest rate resilience and capital preservation through a portfolio anchored in U.S. Treasury and government-backed securities. Managed by State Farm Investment Management Corp., with day-to-day portfolio management by Northern Trust Investments as sub-adviser, the strategy concentrates on high-grade debt and typically maintains durations that limit sensitivity to rate moves. The fund invests across U.S. government and agency obligations, high-quality corporates, commercial paper, and other money market instruments, with a tendency to hold positions to maturity while actively managing maturity structure and credit exposure as needed. With a low expense profile and modest minimum investment, it serves as a conservative core bond holding for investors seeking stability and income within the short government category, distributing income monthly.

• Fund Family: State Farm
• Category: Short Government
• Performance Rating: Below Average
• Risk Rating: Above Average
• Stock Exchange: Nasdaq
• Ticker Symbol: SFITX
• Index: Bloomberg 1-5 Y Treasury TR

Performance

SFITX had a total return of 0.49% in the past year, including dividends. Since the fund's inception, the average annual return has been 3.09%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FUMBX	Fidelity	Fidelity Short-Term Treasury Bond Index Fund	0.03%

Dividend History

Ex-Dividend	Amount	Pay Date
Sep 30, 2026	$0.0299	Sep 30, 2026
Aug 31, 2026	$0.0307	Aug 31, 2026
Jul 31, 2026	$0.0305	Jul 31, 2026
Jun 30, 2026	$0.0294	Jun 30, 2026
May 29, 2026	$0.0304	May 29, 2026
Apr 30, 2026	$0.0295	Apr 30, 2026

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 16, 2026

Data Sources Report a data error