Target 2025 Allocation Portfolio Class K
| Weiss Ratings | I-16273 | Click to Compare |
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| Rating | ||||
| Reward Index | Unrated | |||
| Reward Grade | U | |||
| Risk Index | Unrated | |||
| Risk Grade | U | |||
| Company Info | I-16273 | Click to Compare |
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| Provider | AXA Equitable | |||
| Manager/Tenure (Years) | Kenneth T. Kozlowski (12), Alwi Chan (8), Xavier Poutas (8), 1 other | |||
| Website | http://www.axa-equitablefunds.com | |||
| Fund Information | I-16273 | Click to Compare |
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| Fund Name | Target 2025 Allocation Portfolio Class K | |||
| Category | Target-Date 2025 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Dec 01, 2011 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | I-16273 | Click to Compare |
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| Dividend Yield | 1.83% | |||
| Dividend | I-16273 | Click to Compare |
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| Dividend Yield (Forward) | 2.59% | |||
| Asset Allocation | I-16273 | Click to Compare |
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| Cash | 1.25% | |||
| Stock | 63.92% | |||
| U.S. Stock | 42.69% | |||
| Non-U.S. Stock | 21.23% | |||
| Bond | 34.64% | |||
| U.S. Bond | 29.48% | |||
| Non-U.S. Bond | 5.16% | |||
| Preferred | 0.01% | |||
| Convertible | 0.16% | |||
| Other Net | 0.03% | |||
| Price History | I-16273 | Click to Compare |
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| 7-Day Total Return | 0.51% | |||
| 30-Day Total Return | 0.95% | |||
| 60-Day Total Return | 5.07% | |||
| 90-Day Total Return | 1.57% | |||
| Year to Date Total Return | 13.61% | |||
| 1-Year Total Return | 4.52% | |||
| 2-Year Total Return | 12.92% | |||
| 3-Year Total Return | 25.88% | |||
| 5-Year Total Return | 30.78% | |||
| Price | I-16273 | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | I-16273 | Click to Compare |
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| Nav | -- | |||
| 1-Month Low NAV | $11.52 | |||
| 1-Month High NAV | $11.61 | |||
| 52-Week Low NAV | $9.87 | |||
| 52-Week Low NAV (Date) | Dec 24, 2018 | |||
| 52-Week High NAV | $11.83 | |||
| 52-Week High Price (Date) | Aug 29, 2018 | |||
| Beta / Standard Deviation | I-16273 | Click to Compare |
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| Beta | 1.15 | |||
| Standard Deviation | 8.05 | |||
| Balance Sheet | I-16273 | Click to Compare |
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| Total Assets | 164.72M | |||
| Operating Ratios | I-16273 | Click to Compare |
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| Expense Ratio | 0.85% | |||
| Turnover Ratio | 17.00% | |||
| Performance | I-16273 | Click to Compare |
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| Last Bull Market Total Return | 1,535.97% | |||
| Last Bear Market Total Return | -1,558.55% | |||