State Farm Mutual Funds List
Here you can find all mutual funds issued by State Farm and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 4
- Avg. Expense Ratio
- 0.14%
- Avg. 1 Year Return
- 16.84%
- Avg. 5 Year Return
- 6.17%
- Median Risk/Return Score
- 76 / 100
State Farm Mutual Funds List
4 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| State Farm Municipal Bond Fund | Municipal Bonds | Oct 31, 1977 | 0.16% | 0.91% | 1.92% | 3.33% | 66 | ||||||||
| State Farm Interim Fund | Government Bonds | Oct 31, 1977 | 0.16% | 0.09% | 1.35% | 3.69% | 29 | ||||||||
| State Farm Balanced Fund | Diversified Portfolio | Mar 13, 1968 | 0.14% | 8.66% | 10.30% | 6.60% | 87 | ||||||||
| State Farm Growth Fund | Large Cap Blend Equities | Mar 14, 1968 | 0.12% | 11.75% | 14.01% | 5.74% | 86 |
Explore top State Farm Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best State Farm Mutual funds by Risk/Return Score
The top State Farm Mutual funds by PortfoliosLab Risk/Return Score are STFBX (87) and STFGX (86).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| State Farm Balanced Fund | 87 | — | Mar 1968 | |
| State Farm Growth Fund | 86 | — | Mar 1968 | |
| State Farm Municipal Bond Fund | 66 | — | Oct 1977 | |
| State Farm Interim Fund | 29 | — | Oct 1977 |
Best-Performing State Farm Mutual funds Over 5 Years
The top State Farm Mutual funds is STFGX (13.39%).
Across the lineup, State Farm Mutual funds show an average 1-year return of 16.84% and an average 5-year return of 6.17%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| State Farm Growth Fund | 13.39% | — | Mar 1968 | |
| State Farm Balanced Fund | 9.60% | — | Mar 1968 | |
| State Farm Interim Fund | 0.91% | — | Oct 1977 | |
| State Farm Municipal Bond Fund | 0.79% | — | Oct 1977 |
Lowest-Cost State Farm Mutual funds
The top State Farm Mutual funds is STFGX (0.12%).
With an average expense ratio of 0.14%, State Farm Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| State Farm Growth Fund | 0.12% | — | Mar 1968 | |
| State Farm Balanced Fund | 0.14% | — | Mar 1968 | |
| State Farm Interim Fund | 0.16% | — | Oct 1977 | |
| State Farm Municipal Bond Fund | 0.16% | — | Oct 1977 |
Highest-Yield State Farm Mutual funds
The top State Farm Mutual funds is STFBX (6.60%).
Across the lineup, State Farm Mutual funds show an average dividend yield of 4.84%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| State Farm Balanced Fund | 6.60% | — | Mar 1968 | |
| State Farm Growth Fund | 5.74% | — | Mar 1968 | |
| State Farm Interim Fund | 3.69% | — | Oct 1977 | |
| State Farm Municipal Bond Fund | 3.33% | — | Oct 1977 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.