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STFBX
Mutual Fund ticker: NASDAQ
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CHANGE
NET ASSETS

State Farm Balanced (STFBX) Ownership - Who owns State Farm Balanced?

The investment seeks long-term growth of capital while providing some current income... Show more

Profile

Category
Moderate Allocation
Address
State Farm Associates Funds TrustsThree State Farm Plaza, N1Bloomington
Phone
N/A
Web
www.statefarm.com

Details

Group
Balanced Funds
Category
Moderate Allocation
Total Expense Ratio
0.14
Min. Initial Investment
250.00
Fund Existence
about 57 years
Turnover
19.00
Front Load
N/A
Net Assets
2370570800.00
Manager Tenure
N/A

Fundamentals

STFBX
Net Assets
2.37B
Fund Existence
about 57 years
Turnover
19.00
Total Expense Ratio
0.14
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
250
Min. Initial Investment IRA
N/A
Morningstar Category
Moderate Allocation
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.18
Assets in Top Ten Holdings
795M
Average Credit Quality
N/A
Average Effective Duration
3.66
Average Effective Maturity
4.14
Fund of Funds
No
Fund Share Class Net Assets
2.37B
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.11
Modified Duration
3.69
No Load Fund
Yes
Number of Long Holdings
1696.00
Number of Net Holdings
1699.00
Number of Short Holdings
3.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
36.76%
Gain YTD
-2.042
Annual Yield % from dividends
2.37
Returns for 1 year
-1.02
Returns for 3 years
5.53
Returns for 5 years
46.94
Returns for 10 years
52.34
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General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
State Farm Associates Funds TrustsThree State Farm Plaza, N1Bloomington
Phone
N/A
Web
www.statefarm.com