Brighthouse Balanced Plus Portfolio
Data updated: 2026-05-28
C000100083 — Brighthouse Balanced Plus Portfolio data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. United States Large Cap Blend / Core Equity · $4.54B AUM · 1.17% expense ratio · 9.1% 1-yr return. From SEC regulatory filings.
C000100083 Fund Overview
Brighthouse Balanced Plus Portfolio is a US mutual fund managed by Brighthouse Funds Trust I, categorised as United States Large Cap Blend / Core Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Brighthouse Funds Trust I
- Category: United States Large Cap Blend / Core Equity
- Assets under management: $4.54B
- 1-year return: 9.1%
- SEC CIK: 0001126087
- SEC series ID: S000032437
- Share class ID: C000100083
C000100083 Holdings
Top 10 holdings of Brighthouse Balanced Plus Portfolio by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| Brighthouse Fds Tr Ii | 7.82% |
| Brighthouse Fds Tr I | 6.40% |
| Brighthouse Fds Tr I | 5.63% |
| Brighthouse Fds Tr I | 4.56% |
| Brighthouse Fds Tr I | 3.69% |
| Brighthouse Fds Tr Ii | 3.60% |
| United States Treasury | 3.34% |
| Brighthouse Fds Tr Ii | 3.19% |
| United States Treasury | 3.10% |
| Brighthouse Fds Tr Ii | 2.76% |
C000100083 Portfolio Allocation
Asset-class allocation of Brighthouse Balanced Plus Portfolio by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 70.2% |
| Fixed Income | 31.5% |
| Securitized | 4.7% |
| Cash & Equivalents | 0.1% |
C000100083 Performance
Total returns for C000100083 (as of 2026-08-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | -1.9% |
| 1 year | 9.1% |
| 3 years (annualised) | 6.1% |
| 5 years (annualised) | 1.1% |
C000100083 Risk Information
Risk metrics for C000100083, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 7.9%
C000100083 Costs and Fees
C000100083 costs about $117 per $10,000 invested per year in fund expenses.
- Net expense ratio: 1.17%
- Gross expense ratio: 1.17%
- Portfolio turnover: 43%
- Brokerage commissions: 0.34 bps of average net assets (SEC N-CEN)
C000100083 Cashflows
Over the 12 months to 2026-03, Brighthouse Balanced Plus Portfolio had net outflows of $522.96M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-03 | −$52.49M |
| 2026-02 | −$50.26M |
| 2026-01 | −$53.58M |
| 2025-12 | −$69.08M |
| 2025-11 | −$56.96M |
| 2025-10 | −$68.56M |
C000100083 Debt Constituents
Largest debt holdings of Brighthouse Balanced Plus Portfolio by percentage of net assets, from the latest SEC N-PORT filing.
| Debt holding | % of net assets |
|---|---|
| United States Treasury | 3.34% |
| United States Treasury | 3.10% |
| United States Treasury | 2.59% |
| United States Treasury | 2.46% |
| United States Treasury | 2.25% |
| United States Treasury | 2.12% |
| United States Treasury | 1.80% |
| United States Treasury | 1.66% |
| United States Treasury | 1.64% |
| United States Treasury | 1.30% |
C000100083 Prospectus and SEC Filings
Official Brighthouse Balanced Plus Portfolio filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
Related Funds
Other United States Large Cap Blend / Core Equity funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.