State Farm Growth (STFGX)
62.74
0.85(1.34%) Jun 19
| Prev Close: | 63.59 |
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| YTD Return*: | 10.37% |
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| Net Assets*: | 3.43B |
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| Yield*: | 2.38% |
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* As of 31-Mar-13
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Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| XOM | 7.21 | 5.53 |
| SIAL | 6.45 | 4.70 |
| JNJ | 5.54 | 17.75 |
| DIS | 4.33 | 13.86 |
| PG | 3.82 | 15.28 |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 3.43B |
| Category: | Large Blend |
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| Annual Report Expense Ratio (net): | 0.12% |
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Performance & Risk
| YTD Return: | 10.37% |
| 5y Avg Return: | 3.77% |
| Rank in Category (ytd): | 57 |
| % Rank in Category (ytd): | 3.32% |
| Beta (3y): | 0.93 |
| Morningstar Risk Rating: | 1 |
Fund Summary
The investment seeks long-term growth of capital which may be supplemented by income.
The fund normally invests at least 80% of its assets in common stocks and other income-producing equity securities. Although there is no restriction on the size of the companies in which the fund invests, ordinarily most of the fund's investments are in companies with market capitalizations of at least $1.5 billion at the time of investment.
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