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State Farm Balanced Fund (STFBX)

US Funds

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90.85 -0.45 -0.49%

15/07 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 2.47B

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STFBX Holdings

Comprehensive information about top holdings and Key Holding Information for the State Farm Balanced (STFBX) fund. Our State Farm Balanced portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	0.50	0.96	0.46
Shares	70.35	70.35	0.00
Bonds	29.16	29.16	0.00

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	20.00	18.60
Price to Book	4.28	3.22
Price to Sales	2.76	2.21
Price to Cash Flow	14.41	12.21
Dividend Yield	2.02	1.94
5 Years Earnings Growth	9.31	10.93

Sector Allocation

Name	Net %	Category Average
Technology	27.21	24.01
Healthcare	17.23	12.92
Communication Services	11.09	7.52
Industrials	10.07	10.18
Consumer Defensive	10.04	6.08
Basic Materials	8.27	3.18
Financial Services	5.27	15.88
Consumer Cyclical	4.32	9.98
Energy	3.36	4.91
Real Estate	1.98	3.39
Utilities	1.16	3.21

Region Allocation

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 1,727

Number of short holdings: 3

Name	ISIN	Weight %	Last	Change %
Apple	US0378331005	8.43	210.16	+0.50%
NVIDIA	US67066G1040	3.70	171.37	+0.39%
Caterpillar	US1491231015	3.68	412.88	+2.04%
Eli Lilly	US5324571083	3.03	789.80	+2.34%
P&G	US7427181091	2.85	153.73	+0.69%
J&J	US4781601046	2.75	164.78	+6.19%
Alphabet A	US02079K3059	2.69	182.97	+0.53%
Microsoft	US5949181045	2.63	505.62	-0.04%
Walt Disney	US2546871060	2.45	119.82	+0.71%
Air Products	US0091581068	2.44	288.99	+0.82%

Top Equity Funds by State Farm

Name	Total Assets	YTD%	3Y%	10Y%
State Farm Growth	8.19B	4.27	16.35	11.80
State Farm Municipal Bond	502.53M	1.24	2.73	2.05
State Farm Tax Advantaged Bond Prem	15.47M	-1.36	1.85	1.73

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Recent Quotes

Name	Price	Chg.	Chg. %
State Farm Balanc.	90.85	-0.45	-0.49%
WESTERN ASSET RF .	16.823	+0.010	+0.06%
KfW 2.5 25-Aug-20.	102.000	0.000	0.00%
Edmond de Rothsch.	130.140	+2.050	+1.60%
HFT Pure Bond Fun.	1.207	+0.001	+0.06%
IGW Small & Mid C.	1.459	+0.011	+0.76%
CELI LEGACY FUNDO.	4.499	+0.193	+4.48%
Matthews Asia Fun.	17.120	-0.030	-0.17%