SFBDX Mutual Fund

SFBDX Mutual Fund (State Farm Municipal Bond Fund) is managed by State Farm with $592.1M in net assets. SFBDX expense ratio is 0.16%, holding 380 positions across sectors including Financials, Utilities, Industrials. Inception date: 1977-11-01.

SFBDX performance shows a YTD return of -0.52%. The 1-year return is 3.51% and the 5-year return is 0.02%. SFBDX dividend yield stands at 3.12%, paid monthly.

SFBDX top holdings include Northern Institutional Treasury Portfolio (3.8%), Il St 5% 5/1/2037 (1.1%), Main Street Natural Gas Inc,5 12/01/2054 (1.1%), Mn Whiscd 5 02/01/2033 (0.9%), Wi Nwrscd 4 04/01/2035 4 2035-04-01 (0.9%). Go to all SFBDX holdings, SFBDX sectors, or SFBDX dividends.

SFBDX can be compared against other funds. Use SFBDX overlap to find shared positions, or SFBDX vs another fund for a side-by-side view. SFBDX alternatives are available via the screener, along with tax-loss harvesting opportunities.