Morningstar

State Farm Balanced Fund STFBX

Medalist Rating as of Aug 31, 2026 See State Farm Investment Hub

Strategy

The investment seeks long-term growth of capital while providing some current income. The fund invests approximately 65% 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 include but are not limited to large capitalization and mid-capitalization equity securities as defined by S&P Dow Jones Indices at the time of investment.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
STFBX	State Farm Balanced Fund	No Load	Open			Mar 14, 1968	$2.81B	0.140%	Low	$250	−$190.74M

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