State Farm is trading at 98.67 as of the 14th of February 2026; that is 0.1 percent decrease since the beginning of the trading day. The fund's open price was 98.77. State Farm has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 16th of November 2025 and ending today, the 14th of February 2026. 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
State Farm Balanced [STFBX] is traded in USA and was established 14th of February 2026. 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 4.81% with the current yeild of 0.02%, while the total return for the last 3 years was 15.54%.
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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.
The fund generated five year return of 10.0%. State Farm Balanced maintains about 26.34% of assets in bonds. This fund last dividend was 0.27 per share. Large Blend To find out more about State Farm Balanced contact the company at 800-447-0740.
State Farm Balanced Investment Alerts
The fund maintains about 26.34% of its assets in bonds
State Farm issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. State Farm Balanced uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most State bonds can be classified according to their maturity, which is the date when State Farm Balanced has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
State Farm intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of State Farm mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
State Farm's time-series forecasting models are one of many State Farm's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary State Farm's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.
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.