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STFBX State Farm Balanced Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Eli Lilly & Co (NYSE:LLY), Procter & Gamble Company (NYSE:PG), Johnson & Johnson (NYSE:JNJ), Walt Disney Company (The) (NYSE:DIS), Caterpillar (NYSE:CAT), Nucor Corp (NYSE:NUE).

Industry description

The investment seeks long-term growth of capital while providing some current income. The fund invests approximately 65% 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 include but are not limited to large capitalization and mid-capitalization equity securities as defined by S&P Dow Jones Indices at the time of investment.

Market Cap

The average market capitalization across the State Farm Balanced MF is 971.25B. The market cap for tickers in the group ranges from 34.79B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is NUE at 34.79B.

Volume

The average weekly volume growth across all stocks in the State Farm Balanced MF was -11%. For the same stocks of the MF, the average monthly volume growth was 50% and the average quarterly volume growth was 72%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 62
P/E Growth Rating: 63
Price Growth Rating: 45
SMR Rating: 37
Profit Risk Rating: 24
Seasonality Score: 7 (-100 ... +100)
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A.I. Advisor
published General Information

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
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STFBX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, STFBX has been closely correlated with RLBAX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if STFBX jumps, then RLBAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To STFBX
1D Price
Change %
STFBX100%
+0.34%
RLBAX - STFBX
87%
Closely correlated
+0.33%
RLEFX - STFBX
82%
Closely correlated
+0.33%
RAMHX - STFBX
81%
Closely correlated
+0.33%
FBONX - STFBX
81%
Closely correlated
+0.36%
FBAFX - STFBX
81%
Closely correlated
+0.36%
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