STFBX Mutual Fund

STFBX Mutual Fund (State Farm Balanced Fund) is managed by State Farm. STFBX expense ratio is 0.14%, holding 2127 positions across sectors including Financials, Information Technology, Industrials. Inception date: 1968-03-14.

STFBX performance shows a YTD return of 10.42%. The 1-year return is 18.50% and the 5-year return is 7.87%. STFBX dividend yield stands at 6.53%, paid semi-annually.

STFBX top holdings include Apple, Inc (5.0%), Caterpillar, Inc. (4.3%), Nvidia Corp (2.9%), Eli Lilly & Co. (2.6%), Johnson & Johnson - Common (2.3%). 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.