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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1184 | 1042 | 1224 | 1274 | 1657 | 2286 |
Fund Return | 18.44% | 4.19% | 22.41% | 8.4% | 10.63% | 8.62% |
Place in category | 84 | 150 | 114 | 12 | 36 | 43 |
% in Category | 14 | 27 | 18 | 4 | 8 | 11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
State Farm Growth | 8.04B | 25.22 | 11.86 | 11.58 | ||
State Farm Municipal Bond | 525.66M | 2.16 | 0.09 | 2.10 | ||
State Farm Tax Advantaged Bond Prem | 16.26M | 2.35 | -0.26 | 2.10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 110.44B | 16.59 | 6.58 | 8.25 | ||
Vanguard Wellington Admiral | 102.03B | 17.05 | 6.03 | 8.62 | ||
American Funds American Balanced R6 | 55.48B | 16.91 | 6.91 | 8.59 | ||
Vanguard Balanced Index Adm | 47.65B | 17.54 | 5.48 | 8.44 | ||
Fidelity Advisor Balanced A | 42.26B | 18.41 | 6.40 | 9.45 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 8.82 | 243.36 | -0.20% | |
Eli Lilly | US5324571083 | 4.22 | 781.98 | +0.50% | |
Caterpillar | US1491231015 | 4.11 | 363.79 | +1.12% | |
NVIDIA | US67066G1040 | 3.97 | 144.47 | +4.45% | |
P&G | US7427181091 | 2.87 | 165.13 | -0.51% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Neutral |
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