MetLife Aggregate Bond Index Portfolio

Brighthouse Funds Trust II

U.S. bond index fund
$3.38B NAV
1,730 positions · as of 2026-06-30 · filed 2026-08-27

Fund classification

Classified from what the fund holds · as of 2026 Q2

MetLife Aggregate Bond Index Portfolio is a U.S. bond index fund that tracks the Bloomberg U.S. Aggregate Bond Index.

Asset class
Bonds
Region
United States
Management
Index (passive)
Fund type
Open-end fund
Credit quality
Investment grade
Rate sensitivity
Intermediate duration

Fund profile

As filed in the prospectus · 2026 Q2

To track the performance of the Bloomberg U.S. Aggregate Bond Index.

Strategy · summarised

The fund seeks to track the Bloomberg U.S. Aggregate Bond Index through a stratified sample of investment-grade fixed-income securities selected by subadviser MetLife Investment Management. The sample is chosen to reflect the composite performance of the Index across U.S. Government securities, corporate debt, mortgage-backed securities, asset-backed securities, and other bonds included in the benchmark. Because the fund holds a sample rather than all Index constituents, its performance will diverge from the Index, and it may continue to hold securities no longer in the Index up to 20% of net assets.

Expenses
0.26% 0.56%across 4 share classes
Share classGrossNet
C0000177960.27%0.26%
C0000177970.52%0.51%
C0000177980.42%0.41%
C0000758170.57%0.56%

Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.

Portfolio turnover 18.00% · as of 2026 Q2

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

107.65%
of net assets
Bonds73.59%
Securitized25.29%
Cash & short-term8.77%

These positions come to 107.65% of the fund's net assets. This counts only what the fund reported holding — the holdings disclosure covers assets, not liabilities such as borrowings — so it is not expected to reconcile to 100%.

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Government46.1%
Securitized23.5%
Other6.8%
Financials5.2%
12 smaller18.4%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 115 new46 exited

Largest new: United States Treasury ×4, TFDXX LEX BLACKROCK FED FUND, Barclays Capital Inc, MS GOVT US LEX, INVESCO GOVT AND AGCY LEX

Largest exited: United States Treasury ×6, Natwest Markets Securities Inc, VERTO CAPITAL I COMPARTMENT A

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

1-year
+3.81%
3-year
+9.85%
5-year
-0.41%
Volatility
3.49%
Worst 3-yr fall
-6.20%
Cumulative return· Jul 2023 – Apr 2026

May 2026 and Jun 2026 have been filed since the trailing figures were struck, so they are not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

This fund changed legal form during the period shown. The history above is continuous — it spans both eras, and the change is not a gap in reporting.

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-06-30

Avg coupon
3.87%
Avg maturity
12.61 yr
Coupon type

Share of the fund's debt by how its coupon behaves — the fact that decides whether a rate move reaches this portfolio at all.

1%
floating
Fixed rate99.4%
Floating rate0.6%
Maturity ladder

Share of the fund's debt value in each maturity band, shortest first.

<1y10y+
<1y0.6%
1-3y21.2%
3-5y15.6%
5-10y19.9%
10y+42.8%
Flagged holdings
Defaulted: none reported
In arrears: none reported
Paid in kind: none reported

Based on what filers reported; a filer that never reported a flag also reads as none.

Risk profile

Interest-rate and credit-spread sensitivity, both in years · as of 2026Q2

Most of this fund’s sensitivity is to interest rates, with credit spreads carrying a small fraction as much.

Interest-rate duration
5.96 yr
approx. move per 100bp
Credit-spread duration
1.96 yr
approx. move per 100bp
If rates and spreads both rise 100bp

Where the loss would come from. The two shocks are the same size, so this is the balance of the fund's two sensitivities rather than a bet on one moving more.

≈ -8.0%
of value
Interest rates75%
Credit spreads25%

Filers report the impact of a 0.01% move only, so the total is our own scaling of that one number and overstates the loss on most bonds — read it as approximate, never as precise. The two sensitivities overlap rather than add up: they measure the same positions against different shocks, which is why the durations above are shown side by side and never summed.

Credit risk by quality

Share of the fund's spread duration carried by each credit tier.

+1.96
yrs total
Investment grade+1.94 yr
High yield+0.02 yr
Where the risk sits on the curve

Share of duration at each point, shortest first. A positive figure loses value when spreads widen; a negative one offsets — a credit hedge.

Interest rate5.96 yr total
3 mo30 yr
3 mo0.01 yr0%
1 yr0.65 yr11%
5 yr1.68 yr28%
10 yr2.37 yr40%
30 yr1.25 yr21%
Credit spread1.96 yr total
3 mo30 yr
3 mo0.00 yr0%
1 yr0.18 yr9%
5 yr0.54 yr28%
10 yr0.79 yr40%
30 yr0.44 yr22%

The two bands measure the same positions against different shocks and do not add — a Treasury carries rate duration and no spread duration, a floating-rate credit the reverse. Rate tenors are also summed across every currency the fund discloses.

Show the numbers
TenorRate yrsIG yrsHY yrsIG $/bpHY $/bp
3 mo+0.01+0.00+0.00$1.5k$49
1 yr+0.65+0.18+0.00$60.2k$1.4k
5 yr+1.68+0.53+0.01$179.2k$3.2k
10 yr+2.37+0.79+0.00$265.7k$1.5k
30 yr+1.25+0.44+0.00$148.4k$6

Dollar change per 1bp of spread movement, as filed and sign-anchored. A blank cell was not filed; a zero was.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
National Bank Of Canada1.42%$48.00M
Freddie Mac2.00% · due 2051-04-011.09%$36.87M
United States Treasury4.00% · due 2033-01-310.88%$29.69M
United States Treasury3.88% · due 2028-03-310.74%$24.88M
United States Treasury3.50% · due 2029-02-150.73%$24.78M
TFDXX LEX BLACKROCK FED FUNDTFDXX0.71%$24.00M
Fannie Mae2.50% · due 2051-06-010.60%$20.42M
United States Treasury3.88% · due 2033-08-150.57%$19.35M
United States Treasury1.25% · due 2031-08-150.56%$18.84M
United States Treasury4.00% · due 2032-04-300.52%$17.57M
Showing 10 of 1,730Sign in to see more

Top 10 positions are 7.83% of net assets, top 25 14.73%, across 483 issuers.

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