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State Farm Balanced Fd: (MF: STFBX)
(MF) As of Sep 17, 2014 06:06 PM ET
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Zacks MF Rank : 1 - Strong Buy
This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:
1 Strong Buy
5 Strong Sell
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General Information as of Aug 31, 2014
%Unrealized Gain YTD
Net Assets (Mil $) 8/31/2014
% of Portfolio
High Yield Bond
Sector / Country Weightings
As of 8/31/2014
% of Portfolio
Top Equity Holdings
(As of 5/31/2014) % of Portfolio
WALT DISNEY CO
EXXON MOBIL CORP
JOHNSON & JOHNSON
ARCHER DANIELS MIDLAND CO
PROCTER & GAMBLE CO
WELLS FARGO & CO
INTL BUSINESS MACHINES CO 1.71
Stock Holding % of Net Assets
Avg. EPS Growth
Avg. Market Value (Mil $)
Chart for State Farm Balanced Fd STFBX
Zacks News for STFBX
2011-01-09 01:00 AM
%Max Sales Load
%Max Deferred Load
%Max 12b-1 Fee
%Max Management Fee
The fund was incepted in May 1967 and is managed by State Farm Investment Management Corp. The fund seeks income and long-term growth of principal and income. The fund invests its assets in common stocks, preferred stocks and bonds in proportions that vary with market conditions. The fund ordinarily maintains a majority of assets in common stocks, but limits such investments to no more than 75% of assets. The fixed-income portfolio consists primarily of investment-grade, longer-term debt securities and preferred stocks. The fund may also invest up to 25% of assets in foreign securities.
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At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. Since 1986 it has nearly tripled the S&P 500 with an average gain of +26% per year. These returns cover a period from 1986-2011 and were examined and attested by Baker Tilly, an independent accounting firm.
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