About STFBX
The State Farm Balanced Fund is a mutual fund designed to pursue long-term growth of capital while providing some current income. As a balanced fund, it strategically allocates its assets between equity and fixed income investments, with approximately 60–65% typically invested in common stocks and the remainder in a diversified mix of bonds and other income securities. The equity portion concentrates primarily on large capitalization companies across various sectors, including technology, healthcare, and consumer defensive, seeking stocks with strong potential for long-term capital appreciation. The fixed income component primarily targets investment-grade bonds, including U.S. government and agency obligations, aiming to add stability and income to the portfolio. The fund holds a broad range of holdings, generally maintaining a moderate allocation profile and risk level, aligning with investors who value both growth and income. Managed by State Farm Investment Management Corp. since its inception in 1968, the fund emphasizes broad diversification, a disciplined investment process, and cost efficiency, with a notably low expense ratio. Its balanced approach is well-suited for those seeking exposure to both equity growth and fixed income stability within a single portfolio.
Fund Family State Farm
Category Allocation--50% to 70% Equity
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol STFBX
Index S&P 500 TR
STFBX had a total return of 16.11% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.59%.
