State Farm Growth Fund: (MF: STFGX)
(NASDAQ Mutual Funds) As of Oct 4, 2024 08:00 PM ET
$126.20 USD
+0.73 (0.58%)
Fund Description
State Farm Investment Management Corp manages the fund. The fund seeks long-term growth of capital, which may be supplemented by income. The fund invests, under normal circumstances, at least 80% of its assets in common stocks and other income-producing equity securities. The manager chooses stocks for the fund's portfolio for their long-term potential to generate capital gains, but may also consider a stock's long-term potential to generate growth in income. Although there is no restriction on the size of the companies in which the fund invests, ordinarily most of the fund?s investments are in companies with market capitalizations of at least $1.5 billion. The fund distributes dividends and capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| State Farm Growth | STFGX | NA | NA | 0.00 | 0.00 | 0.10 | 0.12 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| State Farm Growth Fund | STFGX | 126.20 | 3/31/1975 | 1.41 | 23.72 | 9.56 | 15.22 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| State Farm Growth | STFGX | 250 | 50 | 0 | A |
Contact Information
| Family | State Farm |
| Address | One State Farm Plaza, R-4 Bloomington, IL 61710 |
| Phone | 800 447-4930 |