SFBDX Mutual Fund

SFBDX Mutual Fund (State Farm Municipal Bond Fund) is managed by State Farm with $592.1M in net assets. SFBDX expense ratio is 0.16%, holding 378 positions across sectors including Financials, Utilities, Industrials. Inception date: 1977-11-01.

SFBDX performance shows a YTD return of -3.90%. The 1-year return is -2.38% and the 5-year return is 0.12%. SFBDX dividend yield stands at 3.59%, paid monthly.

SFBDX top holdings include Northern Institutional Treasury Portfolio (1.8%), Il St 5% 5/1/2037 (1.1%), Main Street Natural Gas Inc,5 12/01/2054 (1.1%), Mn Whiscd 5 02/01/2033 (0.9%), Kansas Department of Transportation, Highway Revenue Bonds, Series 2017a (0.8%). Go to all SFBDX holdings, SFBDX sectors, or SFBDX dividends.

SFBDX can be compared against other funds. Use SFBDX overlap to find shared positions, or SFBDX vs another fund for a side-by-side view. SFBDX alternatives are available via the screener, along with tax-loss harvesting opportunities.