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State Farm Municipal Bond SFBDX

Quantitative rating as of
NAV / 1-Day Return
8.17  /  0.25 %
Total Assets
599.8 Mil
Adj. Expense Ratio
0.160%
Expense Ratio
0.170%
Distribution Fee Level
Low
Share Class Type
No Load
Category
Muni National Interm
Credit Quality / Interest Rate Sensitivity
Min. Initial Investment
250
Status
Open
TTM Yield
2.66%
Effective Duration

Morningstar’s Analysis SFBDX

Will SFBDX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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State Farm Municipal Bond’s strong process and parent firm are the foundation for this strategy's Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

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