State Farm Growth Fund: (MF: STFGX)
(NASDAQ Mutual Funds) As of Nov 26, 2025 06:00 PM ET
$139.95 USD
+0.87 (0.63%)
Fund Description
The fund invests at least 80% of its assets in equity securities expected to appreciate over the long term, including common stocks, preferred stocks, and American Depositary Receipts. Managed by State Farm Investment Management Corp., with Northern Trust Investments, Inc. as sub-adviser, it focuses on securities with strong potential for capital gains and income. While there is no restriction on company size, the fund typically invests in large-cap and mid-cap stocks. The sub-adviser employs statistical modeling to identify companies characterized by strong profitability, cash flows, and efficient management, utilizing a proprietary quality ranking. A long-term ownership strategy is emphasized, with a limit on stock index futures exposure to 5% of the portfolio value.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| State Farm Growth | STFGX | NA | NA | 0.00 | 0.00 | 0.10 | 0.12 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| State Farm Growth Fund | STFGX | 139.95 | 3/31/1975 | 1.30 | 20.13 | 19.07 | 16.95 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| State Farm Growth | STFGX | 250 | 50 | 0 | A |
Contact Information
| Family | State Farm |
| Address | One State Farm Plaza, R-4 Bloomington, IL 61710 |
| Phone | 800 447-4930 |