State Farm Balanced (STFBX)
60.37 
0.23(0.38%) Jun 18
| Prev Close: | 60.14 |
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| YTD Return*: | 5.88% |
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| Net Assets*: | 1.45B |
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| Yield*: | 2.77% |
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* As of 31-Mar-13
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Headlines
- Top 5 Zacks #1 Ranked Balanced FundsZacks(Wed, Mar 27)
- Top 5 Highest Yielding Zacks #1 Ranked Balanced Mutual FundsZacks(Mon, Mar 25)
- Top 5 Zacks #1 Ranked Balanced FundsZacks(Thu, Feb 14)
- Top 5 Zacks #1 Ranked Balanced FundsZacks(Wed, Jan 23)
- Top 5 Zacks #1 Ranked Balanced FundsZacks(Fri, Jan 11)
- Top 5 Highest Yielding Zacks #1 Ranked Balanced Mutual FundsZacks(Thu, Aug 16)
- Top 5 Zacks #1 Ranked Balanced FundsZacks(Wed, Jul 25)
- 5 Highest Yielding Zacks #1 Ranked Balanced Mutual FundsZacks(Thu, Jun 7)
- Top 5 Zacks #1 Ranked Balanced Funds (revised)Zacks(Wed, May 30)
- Top 5 Zacks #1 Ranked Balanced FundsZacks(Tue, May 15)
- Top 5 Highest Yielding Zacks #1 Ranked Balanced Mutual FundsZacks(Thu, May 3)
- Top 5 Zacks #1 Ranked Balanced FundsZacks(Mon, Apr 30)
Reports
- No Reports available for STFBX at this time.
Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| DIS | 3.93 | 13.86 |
| XOM | 2.87 | 5.53 |
| SIAL | 2.68 | 4.70 |
| PG | 2.40 | 15.28 |
| CVX | 2.31 | 11.44 |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 1.45B |
| Category: | Moderate Allocation |
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| Annual Report Expense Ratio (net): | 0.13% |
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Performance & Risk
| YTD Return: | 5.88% |
| 5y Avg Return: | 4.17% |
| Rank in Category (ytd): | 46 |
| % Rank in Category (ytd): | 4.51% |
| 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 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.
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