State Farm Balanced Fund (STFBX) Alternatives
State Farm Balanced Fund (STFBX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with STFBX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to STFBX
STFBX charges 0.14% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among STFBX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | STFBX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | STFBX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | STFBX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | STFBX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | STFBX vs BWBIX |
Best Risk-Adjusted Alternatives to STFBX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | STFBX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | STFBX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | STFBX vs BERIX | |
| Nuveen Flexible Income Fund | 96 | Dec 8, 2009 | STFBX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | STFBX vs PMAIX |
Top Performing STFBX Alternatives (YTD)
STFBX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| PGIM Real Assets Fund | 10.18% | Dec 29, 2010 | STFBX vs PUDZX | |
| Thornburg Investment Income Builder Fund Class I | 9.82% | Dec 24, 2002 | STFBX vs TIBIX | |
| DWS RREEF Real Assets Fund - Class A | 9.77% | Jul 30, 2007 | STFBX vs AAAAX | |
| ICON Equity Income Fund | 9.60% | May 9, 2004 | STFBX vs IOEZX | |
| Timothy Plan Defensive Strategies Fund | 9.31% | Nov 3, 2009 | STFBX vs TPDAX |
Lowest Volatility Alternatives to STFBX
STFBX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | STFBX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.66% | Apr 8, 2012 | STFBX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | STFBX vs AVEFX | |
| American Funds College 2027 Fund | 3.50% | Sep 13, 2012 | STFBX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.68% | Nov 16, 2003 | STFBX vs SICIX |
Lowest Drawdown Alternatives to STFBX
STFBX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | STFBX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | STFBX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | STFBX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | STFBX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | STFBX vs SICIX |
Other Mutual Funds from State Farm
Most popular State Farm mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Farm Growth Fund | Large Cap Blend Equities | 77 | 0.27% | Mar 14, 1968 | STFBX vs STFGX | |
| State Farm Municipal Bond Fund | Municipal Bonds | 62 | -0.68% | Oct 31, 1977 | STFBX vs SFBDX | |
| State Farm Interim Fund | Government Bonds | 79 | -0.23% | Oct 31, 1977 | STFBX vs SFITX |
Often Compared With STFBX
What investors most often compare with STFBX, based on PortfoliosLab usage data.
Compare STFBX with Any Fund or Stock
Compare STFBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.