State Farm Balanced
Three State Farm Plaza N-1 Bloomington IL 61791-0001
Map
Phone: 800-447-0740
| Category: | Moderate Allocation | | Fund Family: | State Farm | | Net Assets: | 1.16B | | Year-to-Date Return: | 9.38% | | Yield: | 3.54% | | Morningstar Rating: |  | | Fund Inception Date: | 01-May-67 |
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John Concklin
Lead Manager since
31-Jan-85 | | | Concklin is a vice president--Common Stocks at State Farm Mutual Automobile Insurance Company, has been associated with the Growth Fund since 1996. |
| Min Initial Investment: | $250 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $250 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks income and long-term growth of principal and income. The fund invests approximately 60% of assets in common stocks, but limits such investments to no more than 75% of assets. It invests at least 25% of total assets in fixed income securities, which consists primarily of investment-grade, longer-term debt securities and preferred stocks. The fund may also invest up to 25% of assets in foreign securities. |
| Last Dividend
(30-Jun-09):
| 0.81 | | Last Cap Gain
(17-Dec-08):
| 0.00 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 74.74% |
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| Expense | STFBX | Category
Avg | | Total Expense Ratio: | 0.13%
| 1.02% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.29% | | Max Deferred Sales Load: | %
| 2.72% | | 3 Yr Expense Projection*: |
$ 42 | $632 | | 5 Yr Expense Projection*: |
$ 73 | $951 | | 10 Yr Expense Projection*: |
$ 166 | $1,857 |
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2.03% Nasdaq 
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