3 / 5 Stars
3 2 4 5 3
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#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.
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%|
|3 Years (Annualized)||8.7%|
|5 Years (Annualized)||10.2%|
|10 Years (Annualized)||6.5%|
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 are Average compared to funds in the same category.
State Farm Balanced Fund has an expense ratio of 0.13 percent.
Risk is Low compared to funds in the same category according to Morningstar.