State Farm Balanced Fund
Shareclass
State Farm Balanced (STFBX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund State Farm Balanced Fund
FUND COVERAGE
# of holdings251
% of assets70%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
28 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. International Flavors & Fragrances Inc0.36%$8.82M
- 2. Procter & Gamble Co2.38%$58.84M
- 3. Bank of America Corp0.04%$932,204
- 4. Rio Tinto PLC ADR0.26%$6.42M
- 5. Mastercard Inc Class A<0.01%$246,692
- 6. Citigroup Inc0.02%$544,768
- 7. Philip Morris International Inc0.17%$4.21M
- 8. Willis Towers Watson PLC0.11%$2.7M
- 9. General Mills Inc0.02%$450,747
- 10. Wells Fargo & Co1.24%$30.6M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Rithm Capital Corp0.15%$3.68M
- 2. EchoStar Corp Class A<0.01%$970
- 3. Virtu Financial Inc Class A0.1%$2.47M
- 4. Palantir Technologies Inc Ordinary Shares - Class A0.31%$7.57M
- 5. Vertiv Holdings Co Class A0.04%$1.07M
- 6. Super Micro Computer Inc<0.01%$220,545
- 7. Chemed Corp0.08%$2.05M
- 8. Wingstop Inc0.03%$808,176
- 9. Blue Owl Capital Inc Ordinary Shares - Class A0.02%$574,379
- 10. Berkshire Hathaway Inc Class B0.03%$825,809
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund State Farm Balanced Fund
Totals
Holdings
Assets
Weight
Prisons
13
$270.57M
11%
Prisons high risk
2
$2.12M
0.09%
Private prisons
0
$0
0%
Borders
13
$211.38M
8.56%
Borders high risk
5
$15.01M
0.61%
Total
20
$289.75M
12%
Holdings — 20 flagged holdings
1.
Microsoft Corp
:$83.28M
3.37%
2.
Alphabet Inc Class A
:$70.89M
2.87%
3.
Archer-Daniels-Midland Co
$29.05M
1.18%
4.
Walmart Inc
$27.52M
1.11%
5.
Amazon.com Inc
:$23.3M
0.94%
6.
Alphabet Inc Class C
:$12.63M
0.51%
7.
3M Co
$8.07M
0.33%
8.
Palantir Technologies Inc Ordinary Shares - Class A
:$7.57M
0.31%
9.
Costco Wholesale Corp
$6.98M
0.28%
10.
McDonald's Corp
$5.64M
0.23%
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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