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State Farm Equity And Bond Fund Class Institutional (0P000034WE)

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State Farm Equity and Bond Fund Class Institutiona historical data, for real-time data please try another search

9.468 -0.002 -0.02%

19/11 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 37.8M

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State Farm Equity And Bond Fund Class Institutional Overview

Find basic information about the State Farm Equity And Bond Fund Class Institutional mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P000034WE MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US8568526862)

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Rating

1-Year Change - 0%

Prev. Close9.47

Risk Rating

TTM Yield1.46%

ROE27.85%

IssuerN/A

Turnover2%

ROA9.15%

Inception DateFeb 28, 2002

Total Assets37.8M

Expenses0%

Min. Investment1,000

Market Cap59.72B

CategoryAllocation - - 50% to 70% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1010	975	1037	1222	1435	2371
Fund Return	1.01%	-2.47%	3.67%	6.93%	7.49%	9.02%
Place in category	67	73	67	91	41	153
% in Category	11	13	12	17	9	35

Top Equity Funds by State Farm

Name	Total Assets	YTD%	3Y%	10Y%
State Farm Growth	8.12B	2.69	11.05	11.92
State Farm Balanced	2.48B	15.03	5.78	8.35
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

Top Funds for Allocation--50% to 70% Equity Category

Name	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 Fund Clas	42.26B	16.10	4.96	9.64

Top Holdings

	Name	ISIN	Weight %	Last	Change %
	State Farm Equity Instl	-	60.44	-	-
	State Farm Bond Instl	-	39.56	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Strong Sell	Strong Sell	Sell
Technical Indicators	Strong Sell	Sell	Neutral
Summary	Strong Sell	Strong Sell	Neutral

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Recent Quotes

	Name	Price	Chg.	Chg. %
	State Farm Equity.	9.468	-0.002	-0.02%