State Farm Balanced Fund
STFBX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
Similar Funds
Performance
Beta
7-Day Total Return
30-Day Total Return
60-Day Total Return
90-Day Total Return
Year to Date Total Return
1-Year Total Return
2-Year Total Return
3-Year Total Return
5-Year Total Return
Last Bull Market Total Return
Last Bear Market Total Return
Forward Dividend Yield
Price
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1-Month High
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52-Week Low
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NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Company Information
Provider
State Farm
Manager/Tenure
(Years)
(Years)
David M. Alongi (4), Michael R. Chico (4), Mary Lukic (4), 2 others
Website
Address
State Farm Life Insurance Company
Bloomington IL - 61710-0001
Bloomington IL - 61710-0001
Country
United States
Phone Number
--
Investment Strategy
The investment seeks long-term growth of capital while providing some current income. The fund invests approximately 65% of its total assets in common stocks, and ordinarily limits its common stock investments to no more than 75% 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 S&P Dow Jones Indices at the time of investment.