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Brighthouse/wellington Balanced Portfolio Class E (0P00003DWL)

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20.000 +0.130    +0.65%
07:00:00 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 22.38M
Type:  Fund
Market:  United States
Issuer:  MetLife
Asset Class:  Equity
Brighthouse/Wellington Balanced Portfolio Class E 20.000 +0.130 +0.65%

0P00003DWL Overview

 
Find basic information about the Brighthouse/wellington Balanced Portfolio Class E mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00003DWL MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change15.06%
Prev. Close19.87
Risk Rating
TTM Yield1.69%
ROE30.71%
IssuerMetLife
Turnover211%
ROA14.80%
Inception DateMay 01, 2001
Total Assets22.38M
Expenses0.65%
Min. InvestmentN/A
Market Cap240.18B
CategoryAllocation - - 50% to 70% Equity
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1116 1017 1259 1109 1523 2215
Fund Return 11.62% 1.71% 25.86% 3.5% 8.77% 8.28%
Place in category 78 97 68 78 40 25
% in Category 29 48 22 41 22 13

Top Equity Funds by Brighthouse

  Name Rating Total Assets YTD% 3Y% 10Y%
  Brighthouse Balanced Plus Portfolio 7.39B 5.64 -3.18 4.55
  Brighthouse Funds Trust II MetLifma 5.73B 20.70 8.80 12.72
  Brighthouse Funds Trust I BlackRock 4.08B 6.71 -0.43 4.04
  Brighthouse Asset Allocation 40 Pob 3.42B 6.36 0.54 4.52
  Brighthouse Funds Trust I Americanc 2.85B 13.69 3.93 8.71

Top Funds for Allocation--50% to 70% Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds American Balanced A 112.24B 13.30 5.24 8.16
  Vanguard Wellington Admiral 98.64B 12.38 4.27 8.38
  American Funds American Balanced R6 56.38B 13.59 5.57 8.49
  Vanguard Balanced Index Adm 46.01B 12.51 3.69 8.16
  Fidelity Advisor Balanced Fund Clas 42.26B 13.97 4.86 9.58

Top Holdings

Name ISIN Weight % Last Change %
2 Year Treasury Note Future Dec 24 - 6.76 - -
  NVIDIA US67066G1040 3.86 145.14 +3.48%
  Apple US0378331005 3.84 243.01 +0.15%
  Microsoft US5949181045 3.79 437.42 +1.44%
  Amazon.com US0231351067 2.66 218.16 +2.21%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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