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New York Markets Close in:

State Farm Growth Fund

NAS: STFGX

GO
/zigman2/quotes/203991507/realtime

$

116.55

Change

+0.06 +0.05%

Oct 18, 2021

YTD return

16.32%

5 yr avg return

15.02%

Total net assets

6.59B

52 week low

52 week high

$88.51

$120.24

Yield

1.76%

Fees & Expenses

Front load

0.00%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

0.12%

12 b-1

n/a

Turnover

0.00%

Expense Calculator

Amt Invested:

Timeframe:

Total expense ratio:

Front load:

Deferred load:

Expense projection:

Estimated Total:

* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.

Distributions

Income dividend

1.02

Dividend freq.

Semiannual

Capital gain (2020)

0.86

Capital gain (YTD)

n/a

Risk Measures

Alpha

0.03

Beta

0.87

Standard deviation

4.78

R. squared

0.96

Min. Investment

Standard (taxable)

250

IRA

n/a

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/news/latest/company/us/stfgx

MarketWatch News on STFGX

  1. Having Big Brother in your car can save you money

    10:32 a.m. Jan. 16, 2016

    - Kathleen Burke

  2. New Heights: Fund Family 2013 Rankings

    2:12 a.m. Feb. 17, 2014

    - Barron's Online

  3. New Heights: Fund Family 2013 Rankings

    9:35 a.m. Feb. 17, 2014

    - Barron's Online

  4. The dividend strategies that best juice returns

    8:28 p.m. April 30, 2010

    - Jonathan Burton

Lipper Leader

Total Return: 2 Consistent Return: 1 Preservation: 5 Tax Efficiency: 4 Expense: 5

YTD Lipper Ranking: Quintile 5 (92th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD 16.32% 19.88% 20.80% 92% 5
1yr 27.12% 29.37% 30.70% 78% 4
3yr 17.21% 18.64% 19.60% 72% 4
5yr 15.02% 17.00% 18.20% 82% 5
10yr 13.04% 14.82% 16.2% 88% 5

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$42,399

Fund Comparison

Compare: Returns Risk Fees Holdings

Find Another Fund

Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

Large-Cap Core Funds

Fund family

Advisers Inv Trst

Fund status

Open

Fund inception

March 14, 1968

Manager

Team Managed

Investment Policy

The Fund seeks to invest in income producing equity type securities believed to have potential for long-term growth of capital and income.

/news/nonmarketwatch/company/us/stfgx

Other News on STFGX

  1. Lemonade Could Be Feeling the Squeeze

    11:57 a.m. Feb. 10, 2021

    - InvestorPlace.com

  2. Best And Worst Q3 2020: Large Cap Blend ETFs And Mutual Funds

    11:49 a.m. Aug. 28, 2020

    - Seeking Alpha

  3. Safe Auto Insurance Files For U.S. IPO

    2:41 p.m. May 20, 2019

    - Seeking Alpha

  4. A Brief Look into State Farm Growth Fund (STFGX)

    11:48 a.m. Jan. 19, 2017

    - Zacks.com

  5. Quick Guide to State Farm Growth Fund (STFGX)

    10:50 a.m. June 17, 2016

    - Zacks.com

  6. 4 Large-Cap Blend Funds to Buy on Market Rally

    8:15 a.m. March 22, 2016

    - Zacks.com

  7. New Heights: Fund Family 2013 Rankings

    3:40 p.m. Feb. 14, 2014

    - Barrons.com

  8. Investors Increasingly Yield to the Dividend

    7:48 p.m. May 3, 2010

    - The Wall Street Journal Interactive Edition

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