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State Farm Balanced Fund: (MF: STFBX)
(NASDAQ Mutual Funds) As of Apr 22, 2024 08:00 PM ET
$86.95 USD
+0.51 (0.59%)
Zacks MF Rank
1-Strong Buy of 5 1
Fund Description
The fund was incepted in May 1967 and is managed by State Farm Investment Management Corp. The fund seeks income and long-term growth of principal and income. The fund invests its assets in common stocks, preferred stocks and bonds in proportions that vary with market conditions. The fund ordinarily maintains a majority of assets in common stocks, but limits such investments to no more than 75% of assets. The fixed-income portfolio consists primarily of investment-grade, longer-term debt securities and preferred stocks. The fund may also invest up to 25% of assets in foreign securities.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| State Farm Balanced | STFBX | NA | NA | 0.00 | 0.00 | 0.11 | 0.14 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| State Farm Balanced Fund | STFBX | 86.95 | 3/31/1975 | 0.00 | 18.02 | 7.25 | 10.51 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| State Farm Balanced | STFBX | 250 | 50 | 0 | A |
Contact Information
| Family | State Farm |
| Address | One State Farm Plaza, R-4 Bloomington, IL 61710 |
| Phone | 800 447-4930 |