State Farm Balanced FundSTFBX
Type
Mutual fund
Peer group
Allocation
Net assets
$2.6B
Expense ratio
0.14%
1-year return
+18.5%
3 years, a year
+15.3%
5 years, a year
+9.4%
12-month yield
6.50%
Holdings
2,032
What it aims to do.
State Farm Balanced Fund (the Fund or the Balanced Fund) seeks long-term growth of capital while providing some current income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| AAPL Apple Inc. | 4.70% |
| CAT Caterpillar Inc | 3.38% |
| NVDA NVIDIA Corp. | 2.69% |
| JNJ Johnson & Johnson | 2.33% |
| LLY Eli Lilly & Co. | 2.20% |
| APD Air Products & Chemicals, Inc. | 2.17% |
| GOOGL Alphabet Inc. | 1.95% |
| AAPL Apple Inc. | 1.94% |
| NVDA NVIDIA Corp. | 1.65% |
| GOOGL Alphabet Inc. | 1.64% |
More on STFBX.
- STFBX overview
- STFBX holdings
- STFBX risk
- STFBX costs
- STFBX money in and out
- STFBX share classes
- Compare STFBX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.