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 Dow Down 0.14% Nasdaq Up 0.40%

State Farm Balanced (STFBX)

66.03 Up 0.20(0.30%) Jul 22
Prev Close:66.03
YTD Return*:6.17%
Net Assets*:1.65B
Yield*:2.55%

* As of 30-Jun-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

ยป More Headlines for STFBX

Top Holdings

Symbol% AssetsYTD Return %
DIS5.3713.18
SIAL2.899.23
XOM2.751.46
JNJ2.5817.08
ADM2.574.45

Fund Basics

Morningstar Overall Rating:
Total Assets:1.65B
Category:Moderate Allocation
Annual Report Expense Ratio (net):0.13%

Performance & Risk

YTD Return:6.17%
5y Avg Return:10.25%
Rank in Category (ytd):22
% Rank in Category (ytd):2.52%
Beta (3y):0.76
Morningstar Risk Rating:1

Fund Summary

The investment seeks long-term growth of principal while providing some current income. The fund invests approximately 60% of its total assets in common stocks, and ordinarily limits its common stock investments to no more than 75% of its total assets. Although there is no restriction on the size of companies in which it may invest, ordinarily most of its common stock investments are in companies with market capitalizations of at least $1.5 billion at the time of investment. It ordinarily invests at least 25% of its total assets in fixed income securities, including investment grade bonds issued by U.S. companies and U.S. government and agency obligations. View More
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