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State Farm Balanced Fund (STFBX)

Fonds US

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91,58 +0,06 +0,07%

25/06 - En Différé. Devise en USD ( Responsabilité )

Rating de Morningstar:
Actif total: 2,42B

Type: Fonds

Marché: États-Unis

Emetteur: State Farm

Catégorie d'actif: Action

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Vue d'ensemble STFBX

Sur cette page vous trouverez un profil détaillé de State Farm Balanced Fund. Vous y trouverez notamment des informations sur la gestion, le total des actifs, la stratégie d'investissement et les coordonnées de STFBX entre autres informations.

Catégorie

Allocation--50% to 70% Equity

Actif total

2,42B

Dépenses

0,14%

Date de création

24593

Contact

Adresse One State Farm Plaza
Bloomington,IL 61710-0001
United States

Téléphone -

Web www.statefarm.com

Principaux dirigeants

Nom	Titre	Depuis	Jusqu’à
Mark C. Sodergren	Vice President, Senior Portfolio Manager, Researcher	2021	Maintenant
Biographie	Mark Sodergren is the Head of Quantitative Strategies, responsible for research and implementation of several quantitative equity strategies. Prior to joining Northern, Mark was a Portfolio Manager at Barclays Global Investors focused on active US large cap strategies. Mark spent 6 years at Citigroup Asset Management as a portfolio manager and researcher focused on both active international and domestic portfolios. Mark received his B.A. degree in Quantitative Economic and Decision Sciences from University of California, San Diego and an M.B.A from the University of Chicago. Mark is a CFA Charterholder.
David M. Alongi	Senior Vice President	2021	Maintenant
Biographie	Mr. Alongi is a Senior Vice President at NTI where he is responsible for the management and trading process for passive fixed income portfolios. Mr. Alongi joined NTI in 2000.
Michael R. Chico	quantity manager	2021	Maintenant
Biographie	Michael Chico is a Vice President at the Northern Trust Investments, Inc. He is a Fixed Income Portfolio Manager in the Fixed Income group and is responsible for quantitatively managing and trading fixed income accounts for Northern Trust clients. Mike originally joined Northern Trust in 2005 as Fixed Income Securities Trader with Northern Trust Securities, Inc., where he focused on structured products, non-USD fixed income securities, MBS/ABS, and Treasury securities. Prior to joining Northern Trust, he was vice president of MBS Trading at J.P. Morgan Securities, Inc, formerly Banc One Capital Markets, Inc.Mike received his B.A. degree in Economics from the University of Pennsylvania and his M.B.A. in Finance and Economics from The University of Chicago Graduate School of Business. He is a CFA charterholder in the CFA Society of Chicago. Michael R. Chico is Vice President of NTI. Mr. Chico joined NTI in 2007 and is responsible for managing various fixed-income funds.
Mary Lukic	second vice president/portfolio Manager	2021	Maintenant
Biographie	Mary Lukic, CFP® is a Senior Vice President at the Northern Trust Company, Chicago. Mary is a Team Leader on the Global Equity team where she is responsible for the Tax Advantaged Equity team and various Engineered Equity portfolio management strategies. She is also a Senior Portfolio Manager responsible for implementation of Tax Advantaged Equity strategies, Quality Dividend Focus and Quality ESG strategies. Mary has extensive experience working with high net worth families, nuclear decommissioning trusts, settlement trusts, insurance companies, VEBAs, foundations and other taxable and tax exempt clients. Prior to joining Global Equity in 2006, Mary worked as a relationship manager in the Wealth Management Fiduciary department responsible for trust administration and working with families to provide comprehensive and flexible investment management, fiduciary and tax solutions to families and individuals. Mary received her B.S. degree in Finance from Illinois State University and an M.B.A. degree in finance and accounting from the University of Chicago Booth School of Business. She is a Certified Financial Planner™ and a member of the Financial Planning Association.
Christine Tinker	Portfolio Manager	2021	Maintenant
Biographie	Christine Tinker is a Portfolio Manager on the Global Equity team within Northern Trust Asset Management. She is responsible for the implementation of several quantitative equity strategies specializing in Tax Advantaged Equity strategies for high net worth and institutional investors. Prior to joining Northern’s Global Equity team in 2015, Christine was a Portfolio Manager at U.S. Trust, Bank of America Private Wealth Management where she managed investment portfolios for high net worth individuals. Christine received a B.S. degree in Finance from the University of Illinois at Urbana-Champaign. Christine is a CFA Charterholder. Christine is a member of the CFA Institute, a member of the CFA Society of Chicago and Co-Chairof the CFA Society Chicago Women’s Network.
Robert Stephan	Assistant Vice President	2020	2021
Jon Wilson	Assistant Vice President	2020	2021
John Malito	Assistant Vice President	2016	2021
Lisa Rogers	Assistant Vice President	2016	2021
Paul Eckley	Senior Vice President	1991	2020
Biographie	Eckley is a senior vice president--Investments at State Farm Mutual Automobile Insurance Company. Mr. Eckley has been involved in all aspects of managing equity portfolios for State Farm Mutual Automobile Insurance Company and its affiliated entities.

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