State Farm Growth Fund Quote
| STFGX Fund | USD 111.02 0.10 0.09% |
Performance7 of 100
| Odds Of DistressLess than 20
|
State Farm is trading at 111.02 as of the 19th of April 2024; that is -0.09 percent decrease since the beginning of the trading day. The fund's open price was 111.12. State Farm has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for State Farm Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 20th of January 2024 and ending today, the 19th of April 2024. Click here to learn more.
The fund normally invests at least 80 percent of its assets in equity securities. Although there is no restriction on the size of the companies in which the fund invests, ordinarily most of the funds investments include but are not limited to large capitalization and mid-capitalization equity securities, as defined SP Dow Jones Indices at the time of investment.. More on State Farm Growth
Moving together with State Mutual Fund
| 1.0 | STFBX | State Farm Balanced | PairCorr |
| 0.99 | VTSAX | Vanguard Total Stock | PairCorr |
| 0.99 | VFIAX | Vanguard 500 Index | PairCorr |
| 0.99 | VTSMX | Vanguard Total Stock | PairCorr |
State Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. State Farm's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding State Farm or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | State Farm Funds, Large Blend Funds, Large Blend, State Farm, Large Blend, Large Blend (View all Sectors) |
| Update Date | 31st of March 2024 |
State Farm Growth [STFGX] is traded in USA and was established 19th of April 2024. State Farm is listed under State Farm category by Fama And French industry classification. The fund is listed under Large Blend category and is part of State Farm family. This fund at this time has accumulated 5.16 B in assets with minimum initial investment of 250. State Farm Growth is currently producing year-to-date (YTD) return of 5.36% with the current yeild of 0.02%, while the total return for the last 3 years was 7.86%.
Check State Farm Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on State Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding State Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as State Farm Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top State Farm Growth Mutual Fund Constituents
| MMM | 3M Company | Stock | Industrials |
| JNJ | Johnson Johnson | Stock | Health Care |
| XOM | Exxon Mobil Corp | Stock | Energy |
| WMT | Walmart | Stock | Consumer Staples |
| PG | Procter Gamble | Stock | Consumer Staples |
| MSFT | Microsoft | Stock | Information Technology |
| LLY | Eli Lilly and | Stock | Health Care |
State Farm Target Price Odds Analysis
Based on a normal probability distribution, the odds of State Farm jumping above the current price in 90 days from now is about 60.77%. The State Farm Growth probability density function shows the probability of State Farm mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon State Farm has a beta of 0.9221. This usually implies State Farm Growth market returns are sensitive to returns on the market. As the market goes up or down, State Farm is expected to follow. Additionally, state Farm Growth has an alpha of 0.0162, implying that it can generate a 0.0162 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of State Farm to move above the current price in 90 days from now is about 60.77 (This State Farm Growth probability density function shows the probability of State Mutual Fund to fall within a particular range of prices over 90 days) .
State Farm Growth Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. State Farm market risk premium is the additional return an investor will receive from holding State Farm long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in State Farm. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although State Farm's alpha and beta are two of the key measurements used to evaluate State Farm's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.5315 | |||
| Semi Deviation | 0.5909 | |||
| Standard Deviation | 0.7116 | |||
| Variance | 0.5064 |
State Farm Against Markets
Picking the right benchmark for State Farm mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in State Farm mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for State Farm is critical whether you are bullish or bearish towards State Farm Growth at a given time. Please also check how State Farm's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in State Farm without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy State Mutual Fund?
Before investing in State Farm, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in State Farm. To buy State Farm fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of State Farm. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase State Farm fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located State Farm Growth fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased State Farm Growth fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as State Farm Growth, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in State Farm Growth?
The danger of trading State Farm Growth is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of State Farm is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than State Farm. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile State Farm Growth is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in State Farm Growth. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in price. Note that the State Farm Growth information on this page should be used as a complementary analysis to other State Farm's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .