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State Farm S&p 500 Index Fund Class Institutional (SFXIX)

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State Farm S&P 500 Index Instl historical data, for real-time data please try another search
19.37 0.00    0.00%
19/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  State Farm
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 253.6M
State Farm S&P 500 Index Instl 19.37 0.00 0.00%

SFXIX Overview

 
Find basic information about the State Farm S&p 500 Index 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 SFXIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change0.02%
Prev. Close19.37
Risk Rating
TTM Yield1.51%
ROE23.10%
IssuerState Farm
Turnover5%
ROA8.01%
Inception Date37315
Total Assets253.6M
Expenses0.39%
Min. Investment1,000
Market Cap109.52B
CategoryLarge Blend
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State Farm S&p 500 Index Fund Class Institutional Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1027 966 1069 1370 1672 3316
Fund Return 2.66% -3.35% 6.93% 11.07% 10.82% 12.73%
Place in category 347 472 362 284 205 269
% in Category 28 36 32 29 24 37

Top Equity Funds by State Farm

  Name Rating Total Assets YTD% 3Y% 10Y%
  State Farm Growth 8.15B 20.54 12.54 11.52
  State Farm Balanced 2.53B 15.51 8.74 8.65
  State Farm Municipal Bond 534.87M 2.11 0.28 2.19
  State Farm Tax Advantaged Bond Prem 16.4M -0.36 -0.38 2.31

Top Funds for Large Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Total Stock Market Ins Pls 713.87B 20.59 10.12 -
  Fidelity 500 Index Institutional Pr 599.39B 22.06 11.90 13.37
  Vanguard 500 Index Admiral 552.77B 22.04 11.87 13.34
  Vanguard Total Stock Market Admiral 401.69B 20.58 10.10 12.77
  Vanguard 500 Index Institutional Se 193.35B 22.07 11.90 -

Top Holdings

Name ISIN Weight % Last Change %
Apple Inc - 4.20 - -
Microsoft Corp - 3.56 - -
Amazon.com Inc - 3.33 - -
Berkshire Hathaway Inc B - 1.69 - -
Facebook Inc A - 1.61 - -

Technical Summary

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