About STFGX
The State Farm Growth Fund is an actively managed mutual fund focused on achieving long-term growth of capital, with income as a possible secondary objective. Primarily, the fund invests at least 80% of its assets in equity securities, including common stocks and other income-producing equities, targeting companies with strong cash flows, solid industry positions, robust financial health, proven management, and innovative capabilities. While there are no strict size constraints, the fund generally allocates most of its capital to large- and mid-cap firms, frequently aligning sector weights with those of the S&P 500 Index, its benchmark.
A portion, up to 20%, may be allocated to foreign equities or depository receipts, introducing some international exposure but emphasizing domestic holdings. The fund seeks stocks expected to appreciate over time, using both fundamental research and quantitative models to identify candidates. With a diversified portfolio—often holding several hundred securities and a high concentration in its top ten—the fund provides broad participation in the equity markets. It is recognized for its expense ratio, which is notably lower than category averages, offering cost advantages to investors. Managed by State Farm Investment Management Corp. with Northern Trust Investments, Inc. as sub-adviser, the State Farm Growth Fund plays a role as a core equity holding for investors seeking steady long-term capital appreciation.
Fund Family State Farm
Category Large Blend
Stock Exchange NASDAQ
Ticker Symbol STFGX
Index S&P 500 TR
STFGX had a total return of 10.82% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.50%.
