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Stadion Balanced Fund Cl 1 (0P0000VRBO)

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21.004 +0.062    +0.30%
21/07 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 5.84M
Stadion Balanced Fund CL 1 21.004 +0.062 +0.30%

0P0000VRBO Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Stadion Balanced Fund CL 1 (0P0000VRBO) fund. Our Stadion Balanced Fund CL 1 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 2.400 2.430 0.030
Shares 69.130 69.130 0.000
Bonds 28.230 29.940 1.710
Convertible 0.010 0.010 0.000
Other 0.230 0.290 0.060

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 18.992 18.596
Price to Book 2.946 3.224
Price to Sales 2.109 2.207
Price to Cash Flow 12.553 12.213
Dividend Yield 1.867 1.940
5 Years Earnings Growth 10.737 10.932

Sector Allocation

Name  Net % Category Average
Technology 28.430 24.010
Financial Services 13.690 15.882
Consumer Cyclical 11.430 9.979
Industrials 9.690 10.184
Healthcare 9.200 12.922
Communication Services 8.630 7.520
Consumer Defensive 5.790 6.083
Real Estate 3.720 3.393
Energy 3.680 4.910
Basic Materials 3.340 3.184
Utilities 2.400 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: 4

Number of short holdings: 1

Name ISIN Weight % Last Change %
Stadion Flex 8 - 39.99 - -
Stadion Core Income CL 8 - 30.01 - -
Stadion Domestic Equity CL 8 - 19.79 - -
Stadion International Equity CL 8 - 10.26 - -

Top Equity Funds by Benefit Trust

  Name Rating Total Assets YTD% 3Y% 10Y%
  Stadion Growth Fund CL 5 80.68M 15.37 5.53 7.46
  Benefit FCI Life Strategy Growth Fa 48.33M 17.34 5.93 8.30
  Benefit FCI Life Strategy Growth Fb 19.33M 17.13 5.72 8.09
  Stadion Moderate Growth 1 7.75M 14.09 4.78 6.48
  Stadion Growth Fund CL 1 7.73M 15.29 5.45 7.44
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