STFBX Mutual Fund
STFBX Mutual Fund
NAV$105.02
TER0.14%
Holdings2,031
See how much of STFBX you already own
STFBX Mutual Fund
NAV$105.02
State Farm Balanced Fund
TER0.14%
Holdings2,031
See how much of STFBX you already own
STFBX Mutual Fund Overlap Analysis
STFBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
STFBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2031 holdings, STFBX may share significant positions with broad-market funds.
STFBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. STFBX tax-loss harvesting finds highly correlated but non-identical funds.