Breaking News
Get 50% Off 0
NVDA gained a massive 197% since our AI first added it in November - is it time to sell? 🤔 Read more
Close

Benefit Fci Life Strategy Cons Gr Cl B (0P0000U6KH)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
20.999 -0.040    -0.17%
28/06 - Closed. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 4.81M
Type:  Fund
Market:  United States
Issuer:  Benefit Trust
Asset Class:  Equity
Benefit FCI Life Strategy Cons Gr Cl B 20.999 -0.040 -0.17%

0P0000U6KH Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Benefit FCI Life Strategy Cons Gr Cl B (0P0000U6KH) fund. Our Benefit FCI Life Strategy Cons Gr Cl B portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 4.990 5.050 0.060
Stocks 34.220 34.220 0.000
Bonds 60.270 60.270 0.000
Convertible 0.290 0.290 0.000
Preferred 0.160 0.160 0.000
Other 0.080 0.080 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 17.926 16.734
Price to Book 2.649 2.511
Price to Sales 1.788 1.767
Price to Cash Flow 11.036 10.574
Dividend Yield 2.063 2.559
5 Years Earnings Growth 10.544 10.463

Sector Allocation

Name  Net % Category Average
Technology 23.150 18.943
Financial Services 13.680 15.223
Industrials 10.840 11.115
Healthcare 10.800 12.550
Consumer Cyclical 10.070 8.966
Real Estate 8.490 6.543
Communication Services 6.790 6.252
Consumer Defensive 5.710 7.266
Energy 3.950 6.386
Basic Materials 3.650 4.183
Utilities 2.860 3.767

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 19

Number of short holdings: 0

Name ISIN Weight % Last Change %
Dodge & Cox Income I - 21.74 - -
Vanguard Short-Term Bond Index Adm - 12.52 - -
  Schwab US Large-Cap Growth US8085243009 9.33 100.84 -0.76%
  Schwab US Large-Cap Value US8085244098 8.84 74.08 +0.01%
Fidelity Shrt-Term Trs Bd Index - 7.78 - -
Fidelity U.S. Bond Index - 6.94 - -
Lord Abbett Short Duration Income R6 - 6.90 - -
Vanguard Short-Term Investment-Grade Adm - 6.50 - -
Vanguard Mid Cap Index Admiral - 4.54 - -
  Vanguard FTSE Developed Markets US9219438580 2.03 49.42 +0.08%

Top Equity Funds by Benefit Trust

  Name Rating Total Assets YTD% 3Y% 10Y%
  Stadion Growth Fund CL 5 81.3M -0.03 4.34 6.75
  Benefit FCI Life Strategy Growth Fa 43.91M 0.06 4.63 7.63
  Benefit FCI Life Strategy Growth Fb 18.95M 0.04 4.42 7.41
  Stadion Moderate Growth 1 7.97M -0.01 3.38 5.75
  Stadion Growth Fund CL 1 7.03M -0.04 4.25 6.73
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000U6KH Comments

Write your thoughts about Benefit Fci Life Strategy Cons Gr Cl B
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Google
or
Sign up with Email