Target 2055 Allocation Portfolio Class B
| Weiss Ratings | I-20499 | Click to Compare |
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| Rating | ||||
| Reward Index | Unrated | |||
| Reward Grade | U | |||
| Risk Index | Unrated | |||
| Risk Grade | U | |||
| Company Info | I-20499 | Click to Compare |
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| Provider | AXA Equitable | |||
| Manager/Tenure (Years) | Alwi Chan (4), Kenneth T. Kozlowski (4), Xavier Poutas (4), 1 other | |||
| Website | http://www.axa-equitablefunds.com | |||
| Fund Information | I-20499 | Click to Compare |
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| Fund Name | Target 2055 Allocation Portfolio Class B | |||
| Category | Target-Date 2055 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Apr 30, 2015 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | I-20499 | Click to Compare |
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| Dividend Yield | 1.40% | |||
| Dividend | I-20499 | Click to Compare |
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| Dividend Yield (Forward) | 2.53% | |||
| Asset Allocation | I-20499 | Click to Compare |
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| Cash | 0.44% | |||
| Stock | 99.36% | |||
| U.S. Stock | 66.97% | |||
| Non-U.S. Stock | 32.39% | |||
| Bond | 0.15% | |||
| U.S. Bond | 0.13% | |||
| Non-U.S. Bond | 0.02% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.04% | |||
| Price History | I-20499 | Click to Compare |
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| 7-Day Total Return | 0.76% | |||
| 30-Day Total Return | 1.44% | |||
| 60-Day Total Return | 6.99% | |||
| 90-Day Total Return | 1.35% | |||
| Year to Date Total Return | 18.11% | |||
| 1-Year Total Return | 3.65% | |||
| 2-Year Total Return | 16.58% | |||
| 3-Year Total Return | 35.21% | |||
| 5-Year Total Return | -- | |||
| Price | I-20499 | 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-20499 | Click to Compare |
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| Nav | -- | |||
| 1-Month Low NAV | $11.82 | |||
| 1-Month High NAV | $11.96 | |||
| 52-Week Low NAV | $9.59 | |||
| 52-Week Low NAV (Date) | Dec 24, 2018 | |||
| 52-Week High NAV | $12.00 | |||
| 52-Week High Price (Date) | Sep 21, 2018 | |||
| Beta / Standard Deviation | I-20499 | Click to Compare |
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| Beta | 1.12 | |||
| Standard Deviation | 11.70 | |||
| Balance Sheet | I-20499 | Click to Compare |
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| Total Assets | 30.80M | |||
| Operating Ratios | I-20499 | Click to Compare |
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| Expense Ratio | 1.10% | |||
| Turnover Ratio | 4.00% | |||
| Performance | I-20499 | Click to Compare |
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| Last Bull Market Total Return | -- | |||
| Last Bear Market Total Return | -- | |||