State Farm Balanced Fund
Shareclass
State Farm Balanced (STFBX)
Type
Open-end mutual fund
Manager
Gender equality score
53
/ 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
7/30
Policies promoting gender equality
18/20
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 Inc0.43% of assets$10.31M invested
- 2. Citigroup Inc0.01% of assets$354,144 invested
- 3. General Mills Inc0.04% of assets$937,598 invested
- 4. Procter & Gamble Co3.04% of assets$73.13M invested
- 5. Etsy Inc<0.01% of assets$6,872 invested
- 6. Wells Fargo & Co1.36% of assets$32.74M invested
- 7. JPMorgan Chase & Co0.33% of assets$7.95M invested
- 8. Mastercard Inc Class A<0.01% of assets$211,409 invested
- 9. Accenture PLC Class A0.27% of assets$6.48M invested
- 10. PayPal Holdings Inc<0.01% of assets$6,699 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. Blue Owl Capital Inc Ordinary Shares - Class A<0.01% of assets$228,206 invested
- 2. Loews Corp0.1% of assets$2.31M invested
- 3. Chemed Corp0.12% of assets$2.89M invested
- 4. Encompass Health Corp0.03% of assets$784,510 invested
- 5. Nucor Corp2.95% of assets$70.99M invested
- 6. Highwoods Properties Inc0.08% of assets$2M invested
- 7. Starwood Property Trust Inc0.14% of assets$3.33M invested
- 8. Berkshire Hathaway Inc Class B0.03% of assets$714,884 invested
- 9. GATX Corp0.02% of assets$562,926 invested
- 10. Cintas Corp0.13% of assets$3.09M invested
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Financial performance
Performance data provided byFind more financial data on STFBX at Morningstar.com
Ask your employer about gender-lens investing in your retirement plan
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Visit Fossil Free Funds to measure the climate risk of this portfolio
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
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