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State Farm Balanced (STFBX)

On Feb 9: 50.32 USD  Up 0.34 (0.68%)  
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STATE FARM BALANCED FD Delayed quote dataEdit
Net Asset Value: 50.32
Trade Time: Feb 9
Change: Up 0.34 (0.68%)
Prev Close: 50.32
YTD Return*: -1.98%
Net Assets*: 1.18B
Yield*: 3.20%
* As of 31-Jan-10
State Farm Balanced (STFBX)
3m  6m  1y  2y  5y  max 
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HEADLINES
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31-Jan-10
FUND BASICS
Morningstar Overall Rating: 5 stars
Total Assets: 1.18B
Category: Moderate Allocation
Total Expense Ratio: 0.13%
Fund Profile - Holdings


31-Jan-10
PERFORMANCE & RISK
YTD Return: -1.98%
5y Avg Return: 4.13%
Rank in Category (ytd): 448
% Rank in Category (ytd): 35.96%
Beta (3y): 0.75
Morningstar Risk Rating: Low
Performance Details - Risk Details

FUND SUMMARY
The investment seeks income and long-term growth of principal and income. The fund invests approximately 60% of assets in common stocks, but limits such investments to no more than 75% of assets. It invests at least 25% of total assets in fixed income securities, which consists primarily of investment-grade, longer-term debt securities and preferred stocks. The fund may also invest up to 25% of assets in foreign securities.
Fund Profile


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