State Farm Balanced Fund Quote
| STFBX Fund | USD 89.97 0.36 0.40% |
Performance0 of 100
| Odds Of DistressLess than 22
|
State Farm is trading at 89.97 as of the 1st of February 2025; that is 0.4 percent decrease since the beginning of the trading day. The fund's open price was 90.33. State Farm has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 5th of August 2024 and ending today, the 1st of February 2025. Click here to learn more.
The fund invests approximately 65 percent of its total assets in common stocks, and ordinarily limits its common stock investments to no more than 75 percent 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 SP Dow Jones Indices at the time of investment.. More on State Farm Balanced
Moving together with State Mutual Fund
State Mutual Fund Highlights
| Fund Concentration | State Farm Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, State Farm, Large Blend, Allocation--50% to 70% Equity (View all Sectors) |
| Update Date | 31st of December 2024 |
State Farm Balanced [STFBX] is traded in USA and was established 1st of February 2025. State Farm is listed under State Farm category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of State Farm family. This fund at this time has accumulated 1.99 B in assets with minimum initial investment of 250. State Farm Balanced is currently producing year-to-date (YTD) return of 2.16% with the current yeild of 0.02%, while the total return for the last 3 years was 8.44%.
Check State Farm Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on State Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding State Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as State Farm Balanced Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top State Farm Balanced Mutual Fund Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| ADM | Archer Daniels Midland | Stock | Consumer Staples | |
| APD | Air Products and | Stock | Materials | |
| ASML | ASML Holding NV | Stock | Information Technology | |
| CAT | Caterpillar | Stock | Industrials | |
| DIS | Walt Disney | Stock | Communication Services | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| JNJ | Johnson Johnson | Stock | Health Care |
State Farm Balanced Risk Profiles
| Mean Deviation | 0.4903 | |||
| Standard Deviation | 1.16 | |||
| Variance | 1.35 | |||
| Risk Adjusted Performance | (0.05) |
State Farm Against Markets
Other Information on Investing in State Mutual Fund
State Farm financial ratios help investors to determine whether State Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in State with respect to the benefits of owning State Farm security.
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