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State Farm Balanced Fund (STFBX)

US Funds

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88.91 +0.47 +0.53%

17/01 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 2.47B

Type: Fund

Market: United States

Issuer: State Farm

Asset Class: Equity

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STFBX Overview

Find basic information about the State Farm Balanced Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add STFBX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Technical Chart

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Rating

1-Year Change5.36%

Prev. Close88.44

Risk Rating

TTM Yield2.32%

ROE39.48%

IssuerState Farm

Turnover19%

ROA16.65%

Inception Date24593

Total Assets2.47B

Expenses0.14%

Min. Investment250

Market Cap299.04B

CategoryAllocation - - 50% to 70% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1150	996	1150	1183	1580	2229
Fund Return	15.03%	-0.41%	15.03%	5.78%	9.58%	8.35%
Place in category	100	229	100	22	38	50
% in Category	15	35	15	7	9	11

Top Equity Funds by State Farm

Name	Total Assets	YTD%	3Y%	10Y%
State Farm Growth	8.08B	21.12	8.42	11.26
State Farm Municipal Bond	519.08M	1.17	-0.25	1.99
State Farm Tax Advantaged Bond Prem	16.05M	2.35	-0.26	2.10

Top Funds for Allocation--50% to 70% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	111.66B	14.95	4.82	8.14
Vanguard Wellington Admiral	98.78B	14.86	4.06	8.44
American Funds American Balanced R6	56.04B	15.30	5.15	8.47
Vanguard Balanced Index Adm	46.17B	14.59	3.84	8.17
Fidelity Advisor Balanced T	42.26B	15.35	4.31	8.96

Top Holdings

Name	ISIN	Weight %	Last	Change %
Apple	US0378331005	8.82	229.98	+0.75%
Eli Lilly	US5324571083	4.22	725.72	-4.21%
Caterpillar	US1491231015	4.11	386.02	+1.44%
NVIDIA	US67066G1040	3.97	137.71	+3.10%
P&G	US7427181091	2.87	161.13	+0.39%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Sell	Sell	Buy
Technical Indicators	BUY	Strong Sell	BUY
Summary	Neutral	Strong Sell	Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	State Farm Balanc.	88.91	+0.47	+0.53%