State Farm Balanced Fund

Class No Load (STFBX)
Scorecard
3 / 5 Stars
Lipper
3 2 4 5 3
Zacks Investment Research
2 (Buy)
Standard & Poor's
5 / 5 Stars
TheStreet.com
B (Buy)

#23 in Moderate Allocation

U.S. News evaluated 233 Moderate Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 15.45 percent over the past year, 8.71 percent over the past three years, 10.25 percent over the past five years, and 6.51 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 6.2%
1 Year 15.5%
3 Years (Annualized) 8.7%
5 Years (Annualized) 10.2%
10 Years (Annualized) 6.5%

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Summary

The investment seeks long-term growth of principal while providing some current income. The fund invests approximately 60% of its total assets in common stocks, and ordinarily limits its common stock investments to no more than 75% of its total assets. Although there is no restriction on the size of companies in which it may invest, ordinarily most of its common stock investments are in companies with market capitalizations of at least $1.5 billion at the time of investment. It ordinarily invests at least 25% of its total assets in fixed income securities, including investment grade bonds issued by U.S. companies and U.S. government and agency obligations.

Fees

Fees are Average compared to funds in the same category.
State Farm Balanced Fund has an expense ratio of 0.13 percent.

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Risk

Risk is Low compared to funds in the same category according to Morningstar.

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