State Farm Balanced Fund
Shareclass
State Farm Balanced (STFBX)
Type
Open-end mutual fund
Manager
Gender equality score
54
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
1/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
State Farm Balanced Fund STFBX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. International Flavors & Fragrances Inc0.41% of assets$10.14M invested
- 2. Procter & Gamble Co2.68% of assets$66.34M invested
- 3. The Interpublic Group of Companies Inc<0.01% of assets$224,160 invested
- 4. Mastercard Inc Class A<0.01% of assets$231,164 invested
- 5. Citigroup Inc0.02% of assets$401,223 invested
- 6. Etsy Inc<0.01% of assets$5,289 invested
- 7. General Mills Inc0.03% of assets$688,716 invested
- 8. Wells Fargo & Co1.15% of assets$28.59M invested
- 9. JPMorgan Chase & Co0.31% of assets$7.67M invested
- 10. Accenture PLC Class A0.04% of assets$868,921 invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Virtu Financial Inc Class A0.09% of assets$2.31M invested
- 2. Loews Corp0.05% of assets$1.18M invested
- 3. Chemed Corp0.09% of assets$2.23M invested
- 4. Palantir Technologies Inc Ordinary Shares - Class A0.17% of assets$4.2M invested
- 5. Wingstop Inc0.03% of assets$682,080 invested
- 6. Nucor Corp1.26% of assets$31.15M invested
- 7. Vertiv Holdings Co Class A0.05% of assets$1.12M invested
- 8. Super Micro Computer Inc<0.01% of assets$137,160 invested
- 9. CNA Financial Corp<0.01% of assets$33,859 invested
- 10. Lamar Advertising Co Class A0.1% of assets$2.4M invested
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Financial performance
Performance data provided by
Find more financial data on STFBX at Morningstar.com
Find more financial data on STFBX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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