STFBX

Mutual Fund ticker: NASDAQ

PRICE

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

Category: #Moderate Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

STFBX

Net Assets

2.27B

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

Fund Share Class Net Assets

2.27B

Fund Type

OpenEnd

Index Fund

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

-6.341

Annual Yield % from dividends

2.37

Returns for 1 year

-3.28

Returns for 3 years

4.56

Returns for 5 years

31.02

Returns for 10 years

43.65

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details