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Benefit Fci Life Strategy Cons Gr Cl A (0P0000U6KC)

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23.882 +0.041    +0.17%
25/07 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.87M
Benefit FCI Life Strategy Cons Gr Cl A 23.882 +0.041 +0.17%

0P0000U6KC Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Benefit FCI Life Strategy Cons Gr Cl A (0P0000U6KC) fund. Our Benefit FCI Life Strategy Cons Gr Cl A portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 3.700 3.820 0.120
Shares 35.260 35.260 0.000
Bonds 60.610 60.760 0.150
Convertible 0.220 0.220 0.000
Preferred 0.110 0.110 0.000
Other 0.110 0.110 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 18.469 17.362
Price to Book 2.835 2.676
Price to Sales 2.020 1.923
Price to Cash Flow 12.417 11.153
Dividend Yield 1.954 2.462
5 Years Earnings Growth 10.807 10.094

Sector Allocation

Name  Net % Category Average
Technology 23.990 19.790
Financial Services 14.450 16.211
Industrials 10.930 10.635
Healthcare 9.870 11.930
Consumer Cyclical 9.670 9.098
Real Estate 8.420 5.888
Communication Services 6.640 6.682
Consumer Defensive 5.420 7.169
Energy 3.690 5.814
Utilities 3.500 3.904
Basic Materials 3.420 3.751

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 - 18.68 - -
Vanguard Short-Term Bond Index Adm - 12.27 - -
Fidelity Shrt-Term Trs Bd Index - 9.71 - -
  Schwab US Large-Cap Growth US8085243009 9.17 30.21 +0.50%
  Schwab US Large-Cap Value US8085244098 8.98 28.39 +0.32%
Lord Abbett Short Duration Income R6 - 7.27 - -
Fidelity U.S. Bond Index - 7.24 - -
Vanguard Short-Term Investment-Grade Adm - 6.80 - -
Vanguard Mid Cap Index Admiral - 5.01 - -
  ishares S&P 500 US4642872000 2.34 640.06 +0.39%

Top Equity Funds by Benefit Trust

  Name Rating Total Assets YTD% 3Y% 10Y%
  Stadion Growth Fund CL 5 81.45M 15.37 5.53 7.46
  Benefit FCI Life Strategy Growth Fa 48.79M 17.34 5.93 8.30
  Benefit FCI Life Strategy Growth Fb 19.51M 17.13 5.72 8.09
  Stadion Moderate Growth 1 7.84M 14.09 4.78 6.48
  Stadion Growth Fund CL 1 7.83M 15.29 5.45 7.44
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