Breaking News
FLASH SALE 0
FLASH SALE: Get 50% off InvestingPro | Stop guessing, start investing
Claim Sale
Close

Benefit Fci Life Strategy Growth Cl B (0P0000U6LP)

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
 
34.870 +0.027    +0.08%
09/05 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 18.51M
Benefit FCI Life Strategy Growth Fd Cl B 34.870 +0.027 +0.08%

0P0000U6LP Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Benefit FCI Life Strategy Growth Fd Cl B (0P0000U6LP) fund. Our Benefit FCI Life Strategy Growth Fd 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 3.570 3.690 0.120
Shares 71.520 71.520 0.000
Bonds 24.710 24.780 0.070
Convertible 0.090 0.090 0.000
Preferred 0.040 0.040 0.000
Other 0.080 0.080 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 18.289 18.507
Price to Book 2.885 3.192
Price to Sales 2.003 2.230
Price to Cash Flow 12.381 12.255
Dividend Yield 1.879 1.964
5 Years Earnings Growth 10.975 11.202

Sector Allocation

Name  Net % Category Average
Technology 25.160 23.664
Financial Services 14.910 15.765
Industrials 11.050 10.189
Healthcare 10.230 12.893
Consumer Cyclical 10.060 10.017
Communication Services 6.970 7.511
Consumer Defensive 5.610 6.042
Real Estate 5.240 4.235
Energy 3.820 4.986
Utilities 3.490 3.257
Basic Materials 3.460 3.212

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: 1

Name ISIN Weight % Last Change %
  Schwab US Large-Cap Growth US8085243009 20.26 27.03 +4.12%
  Schwab US Large-Cap Value US8085244098 19.81 26.76 +2.18%
Vanguard Mid Cap Index Admiral - 8.94 - -
Dodge & Cox Income I - 7.75 - -
  Vanguard FTSE Developed Markets US9219438580 4.77 53.94 +0.48%
  ishares S&P 500 US4642872000 4.67 585.71 +3.32%
Vanguard Short-Term Bond Index Adm - 4.29 - -
Fidelity Shrt-Term Trs Bd Index - 4.02 - -
Lord Abbett Short Duration Income R6 - 3.30 - -
Fidelity International Index - 3.14 - -

Top Equity Funds by Benefit Trust

  Name Rating Total Assets YTD% 3Y% 10Y%
  Stadion Growth Fund CL 5 75.88M 15.37 5.53 7.46
  Benefit FCI Life Strategy Growth Fa 44.64M 17.34 5.93 8.30
  Stadion Moderate Growth 1 7.19M 14.09 4.78 6.48
  Stadion Growth Fund CL 1 7.28M 15.29 5.45 7.44
  Stadion Balanced Fund CL 1 5.49M 12.48 3.82 5.65
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.

0P0000U6LP Comments

Write your thoughts about Benefit Fci Life Strategy Growth 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 Apple
Continue with Google
or
Sign up with Email