STFBX Mutual Fund (State Farm Balanced Fund) is managed by State Farm. STFBX expense ratio is 0.14%, holding 2031 positions across sectors including Financials, Information Technology, Health Care. Inception date: 1968-03-14.

STFBX performance shows a YTD return of 8.37%. The 1-year return is 21.98% and the 5-year return is 8.34%. STFBX dividend yield stands at 6.63%, paid semi-annually.

STFBX top holdings include Apple, Inc (4.7%), Caterpillar Inc (3.4%), Nvidia Corp. (2.7%), Johnson & Johnson (2.3%), Eli Lilly & Co (2.2%). View all STFBX holdings, sector breakdown, or dividend history.

STFBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. STFBX alternatives are available via the screener, along with tax-loss harvesting opportunities.