EQ/Large Cap Growth Managed Volatility Portfolio Class IB
Weiss Ratings | I-200 | Click to Compare |
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Rating | ||||
Reward Index | Unrated | |||
Reward Grade | U | |||
Risk Index | Unrated | |||
Risk Grade | U | |||
Company Info | I-200 | Click to Compare |
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Provider | AXA Equitable | |||
Manager/Tenure (Years) | Kenneth T. Kozlowski (11), Alwi Chan (9), Xavier Poutas (8), 13 others | |||
Website | http://www.axa-equitablefunds.com | |||
Fund Information | I-200 | Click to Compare |
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Fund Name | EQ/Large Cap Growth Managed Volatility Portfolio Class IB | |||
Category | Large Growth | |||
Sub-Category | US Equity Large Cap Growth | |||
Prospectus Objective | Growth | |||
Inception Date | May 01, 1997 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 0.00 | |||
Minimum Subsequent Investment | -- | |||
Front End Fee | -- | |||
Back End Fee | -- | |||
Dividends and Shares | I-200 | Click to Compare |
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Dividend Yield | 0.46% | |||
Dividend | I-200 | Click to Compare |
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Dividend Yield (Forward) | 1.33% | |||
Asset Allocation | I-200 | Click to Compare |
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Cash | -0.16% | |||
Stock | 100.15% | |||
U.S. Stock | 96.32% | |||
Non-U.S. Stock | 3.83% | |||
Bond | 0.00% | |||
U.S. Bond | 0.00% | |||
Non-U.S. Bond | 0.00% | |||
Preferred | 0.00% | |||
Convertible | 0.00% | |||
Other Net | 0.01% | |||
Price History | I-200 | Click to Compare |
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7-Day Total Return | 1.22% | |||
30-Day Total Return | -2.10% | |||
60-Day Total Return | -0.03% | |||
90-Day Total Return | 3.93% | |||
Year to Date Total Return | 16.09% | |||
1-Year Total Return | 7.00% | |||
2-Year Total Return | 29.58% | |||
3-Year Total Return | 55.88% | |||
5-Year Total Return | 76.80% | |||
Price | I-200 | 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-200 | Click to Compare |
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Nav | -- | |||
1-Month Low NAV | $32.64 | |||
1-Month High NAV | $34.42 | |||
52-Week Low NAV | $26.67 | |||
52-Week Low NAV (Date) | Dec 24, 2018 | |||
52-Week High NAV | $36.95 | |||
52-Week High Price (Date) | Aug 29, 2018 | |||
Beta / Standard Deviation | I-200 | Click to Compare |
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Beta | 0.98 | |||
Standard Deviation | 12.10 | |||
Balance Sheet | I-200 | Click to Compare |
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Total Assets | 5.03B | |||
Operating Ratios | I-200 | Click to Compare |
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Expense Ratio | 0.86% | |||
Turnover Ratio | 20.00% | |||
Performance | I-200 | Click to Compare |
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Last Bull Market Total Return | 2,284.59% | |||
Last Bear Market Total Return | -1,728.91% | |||