EQ/Balanced Strategy Fund Class IB
| Weiss Ratings | I-21318 | Click to Compare |
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| Rating | ||||
| Reward Index | Unrated | |||
| Reward Grade | U | |||
| Risk Index | Unrated | |||
| Risk Grade | U | |||
| Company Info | I-21318 | Click to Compare |
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| Provider | AXA Equitable | |||
| Manager/Tenure (Years) | Kenneth T. Kozlowski (10), Alwi Chan (8), Xavier Poutas (8), 1 other | |||
| Website | http://www.axa-equitablefunds.com | |||
| Fund Information | I-21318 | Click to Compare |
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| Fund Name | EQ/Balanced Strategy Fund Class IB | |||
| Category | Allocation--50% to 70% Equity | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Balanced | |||
| Inception Date | Apr 30, 2009 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | I-21318 | Click to Compare |
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| Dividend Yield | 1.18% | |||
| Dividend | I-21318 | Click to Compare |
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| Dividend Yield (Forward) | 2.27% | |||
| Asset Allocation | I-21318 | Click to Compare |
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| Cash | 1.16% | |||
| Stock | 49.60% | |||
| U.S. Stock | 42.17% | |||
| Non-U.S. Stock | 7.43% | |||
| Bond | 49.04% | |||
| U.S. Bond | 45.79% | |||
| Non-U.S. Bond | 3.25% | |||
| Preferred | 0.00% | |||
| Convertible | 0.18% | |||
| Other Net | 0.02% | |||
| Price History | I-21318 | Click to Compare |
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| 7-Day Total Return | 0.50% | |||
| 30-Day Total Return | 0.82% | |||
| 60-Day Total Return | 4.11% | |||
| 90-Day Total Return | 1.59% | |||
| Year to Date Total Return | 11.01% | |||
| 1-Year Total Return | 4.51% | |||
| 2-Year Total Return | 10.37% | |||
| 3-Year Total Return | 18.36% | |||
| 5-Year Total Return | 25.04% | |||
| Price | I-21318 | 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-21318 | Click to Compare |
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| Nav | -- | |||
| 1-Month Low NAV | $15.84 | |||
| 1-Month High NAV | $15.95 | |||
| 52-Week Low NAV | $13.95 | |||
| 52-Week Low NAV (Date) | Dec 24, 2018 | |||
| 52-Week High NAV | $16.09 | |||
| 52-Week High Price (Date) | Aug 29, 2018 | |||
| Beta / Standard Deviation | I-21318 | Click to Compare |
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| Beta | -- | |||
| Standard Deviation | 6.16 | |||
| Balance Sheet | I-21318 | Click to Compare |
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| Total Assets | 3.54B | |||
| Operating Ratios | I-21318 | Click to Compare |
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| Expense Ratio | 1.01% | |||
| Turnover Ratio | 10.00% | |||
| Performance | I-21318 | Click to Compare |
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| Last Bull Market Total Return | 970.36% | |||
| Last Bear Market Total Return | -1,023.28% | |||