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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1150 | 996 | 1150 | 1183 | 1580 | 2229 |
Fund Return | 15.03% | -0.41% | 15.03% | 5.78% | 9.58% | 8.35% |
Place in category | 100 | 229 | 100 | 22 | 38 | 50 |
% in Category | 15 | 35 | 15 | 7 | 9 | 11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
State Farm Growth | 8.12B | 2.69 | 11.05 | 11.92 | ||
State Farm Municipal Bond | 522.42M | 0.64 | 0.73 | 1.89 | ||
State Farm Tax Advantaged Bond Prem | 16.11M | 2.35 | -0.26 | 2.10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 112.71B | 2.88 | 7.03 | 8.59 | ||
Vanguard Wellington Admiral | 100.34B | 2.27 | 6.17 | 8.84 | ||
American Funds American Balanced R6 | 56.55B | 2.94 | 7.37 | 8.93 | ||
Vanguard Balanced Index Adm | 47.01B | 2.10 | 6.18 | 8.47 | ||
Fidelity Advisor Balanced A | 42.26B | 15.67 | 4.56 | 9.22 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 8.82 | 227.63 | -2.40% | |
Eli Lilly | US5324571083 | 4.22 | 878.31 | +0.91% | |
Caterpillar | US1491231015 | 4.11 | 363.88 | -0.43% | |
NVIDIA | US67066G1040 | 3.97 | 129.84 | +0.90% | |
P&G | US7427181091 | 2.87 | 167.97 | -0.54% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Buy |
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