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Benefit Generation Strategic Consvt (0P0000UZA0)

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Benefit Generation Strategic Consvt historical data, for real-time data please try another search
14.205 0.000    0.00%
27/12 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.93K
Benefit Generation Strategic Consvt 14.205 0.000 0.00%

0P0000UZA0 Overview

 
Find basic information about the Benefit Generation Strategic Consvt 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 0P0000UZA0 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change0%
Prev. Close14.205
Risk Rating
TTM YieldN/A
ROE18.57%
IssuerN/A
Turnover91%
ROA6.68%
Inception DateMay 26, 2011
Total Assets1.93K
ExpensesN/A
Min. InvestmentN/A
Market Cap28.19B
CategoryAllocation - - 15% to 30% Equity
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Benefit Generation Strategic Consvt Analysis


Performance

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%

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1114 1019 1101 1173 1198 -
Fund Return 11.38% 1.86% 10.08% 5.48% 3.68% -
Place in category - - - - - -
% in Category 28 18 21 23 38 -

Top Equity Funds by Benefit Trust

  Name Rating Total Assets YTD% 3Y% 10Y%
  Stadion Growth Fund CL 5 80.19M 15.37 5.53 7.46
  Benefit FCI Life Strategy Growth Fa 50.14M 17.34 5.93 8.30
  Benefit FCI Life Strategy Growth Fb 19.73M 17.13 5.72 8.09
  Stadion Moderate Growth 1 7.99M 14.09 4.78 6.48
  Stadion Growth Fund CL 1 7.92M 15.29 5.45 7.44

Top Funds for Allocation--15% to 30% Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Principal SAM Flexible Income J 1.11B 4.96 5.19 4.09
  Pacific Select Optimization Conserv 938.37M 5.36 5.55 3.47
  Principal SAM Flexible Income A 862.47M 4.90 5.04 3.92
  Transamerica JPMorgan Tactical Alls 823.29M 4.48 3.86 3.56
  Ave Maria Bond 773.97M 3.44 4.45 3.87

Top Holdings

Name ISIN Weight % Last Change %
Baird Aggregate Bond Inst - 18.93 - -
Vanguard Short-Term Bond Index Adm - 18.06 - -
Wells Fargo Core Bond R6 - 16.64 - -
TCW Core Fixed Income I - 12.04 - -
Vanguard 500 Index Admiral - 7.54 - -

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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