Breaking News
Get 40% Off 0
⚠ Earnings Alert! Which stocks are poised to surge?
See the stocks on our ProPicks radar. These strategies gained 19.7% year-to-date.
Unlock full list
Close

Brighthouse Asset Allocation 40 Portfolio Class B (0P00003EO6)

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
 
9.520 +0.010    +0.11%
17/04 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 3.58B
Brighthouse Asset Allocation 40 Portfolio Class B 9.520 +0.010 +0.11%

0P00003EO6 Overview

 
Find basic information about the Brighthouse Asset Allocation 40 Portfolio Class B 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 0P00003EO6 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change - 3.45%
Prev. Close9.51
Risk Rating
TTM Yield3.28%
ROE22.45%
IssuerN/A
Turnover6%
ROA8.16%
Inception DateMay 02, 2005
Total Assets3.58B
Expenses0.32%
Min. InvestmentN/A
Market Cap64.27B
CategoryAllocation - - 30% to 50% Equity
What is your sentiment on Brighthouse Asset Allocation 40 Portfolio Class B?
or
Vote to see community's results!

Brighthouse Asset Allocation 40 Portfolio Class B Analysis


Performance

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

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1029 1029 1094 1036 1263 1554
Fund Return 2.94% 2.94% 9.36% 1.2% 4.79% 4.51%
Place in category 96 96 96 85 51 46
% in Category 57 57 64 65 47 41

Top Equity Funds by Brighthouse

  Name Rating Total Assets YTD% 3Y% 10Y%
  Brighthouse Balanced Plus Portfolio 7.69B 3.33 -1.50 4.88
  Brighthouse Funds Trust II MetLifma 5.27B 10.47 11.20 12.68
  Brighthouse Funds Trust I BlackRock 4.22B 3.22 1.37 4.12
  Brighthouse Funds Trust I Americanc 2.78B 7.77 5.50 8.66
  Brighthouse Funds Trust I AB Global 2.69B 3.49 0.29 3.85

Top Funds for Allocation--30% to 50% Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Wellesley Income Admiral 42.33B 1.90 2.19 5.40
  Vanguard LifeStrategy Cnsrv Gr Inv 10.26B 2.71 1.29 4.85
  Vanguard Tax-Managed Balanced Adm 9.58B 4.89 5.27 7.52
  Vanguard Wellesley Income Inv 9.21B 1.90 2.11 5.33
  BlackRock Multi-Asset Income Instl 5.94B 2.61 1.91 4.08

Top Holdings

Name ISIN Weight % Last Change %
BrighthouseI PIMCO Total Return A - 9.54 - -
BrighthouseII BlackRock Bond Income A - 9.52 - -
BrighthouseII WA Management US Govt A - 7.97 - -
BrighthouseI TCW Core Fixed Income A - 7.28 - -
BrighthouseI PIMCO Inflation Prot Bd A - 5.42 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Sell Neutral
Technical Indicators Strong Sell Strong Sell BUY
Summary Strong Sell Strong Sell Neutral
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.

0P00003EO6 Comments

Write your thoughts about Brighthouse Asset Allocation 40 Portfolio Class 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