STFBX Mutual Fund

STFBX Mutual Fund (State Farm Balanced Fund) is managed by State Farm. STFBX expense ratio is 0.14%, holding 2031 positions across sectors including Financials, Information Technology, Health Care. Inception date: 1968-03-14.

STFBX performance shows a YTD return of 8.45%. The 1-year return is 19.00% and the 5-year return is 9.37%. STFBX dividend yield stands at 6.65%, paid semi-annually.

STFBX top holdings include Apple, Inc (4.7%), Caterpillar, Inc. (3.4%), Nvidia Corp. (2.7%), Johnson & Johnson - Common (2.3%), Eli Lilly & Co. (2.2%). Go to all STFBX holdings, STFBX sectors, or STFBX dividends.

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