State Farm Growth (STFGX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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State Farm Growth
Bloomington IL 61791-0001
Three State Farm Plaza, N1
State Farm Associates Funds Trusts
Management Information
,Lead Manager since March 30, 2021
Christine Tinker is a Portfolio Manager on the Global Equity team within Northern Trust Asset Management. She is responsible for the implementation of several quantitative equity strategies specializing in Tax Advantaged Equity strategies for high net worth and institutional investors. Prior to joining Northern’s Global Equity team in 2015, Christine was a Portfolio Manager at U.S. Trust, Bank of America Private Wealth Management where she managed investment portfolios for high net worth individuals. Christine received a B.S. degree in Finance from the University of Illinois at Urbana-Champaign. Christine is a CFA Charterholder. Christine is a member of the CFA Institute, a member of the CFA Society of Chicago and Co-Chairof the CFA Society Chicago Women’s Network.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryLarge Blend
Fund FamilyState Farm
Net Assets7.55B
YTD Return9.59%
Yield1.52%
Morningstar Rating★★★
Inception DateMar 13, 1968
Fund Operations
Last Dividend1.85
Last Cap Gain72.00
Holdings Turnover22.00%
Average for CategoryN/A
Fees & Expenses
ExpenseSTFGXCategory Average
Annual Report Expense Ratio (net)0.12%0.84%
Prospectus Net Expense Ratio0.12%N/A
Prospectus Gross Expense Ratio0.16%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.18%
Max Deferred Sales LoadN/A1.28%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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