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 971.35B. The market cap for tickers in the group ranges from 35.74B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is NUE at 35.74B.
Volume
The average weekly volume growth across all stocks in the State Farm Balanced MF was -24%. For the same stocks of the MF, the average monthly volume growth was 29% and the average quarterly volume growth was 20%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 60
P/E Growth Rating: 63
Price Growth Rating: 47
SMR Rating: 36
Profit Risk Rating: 23
Seasonality Score: 16 (-100 ... +100)