EQ/Conservative Strategy Portfolio – Class IB
| Weiss Ratings | I-22032 | Click to Compare |
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| Rating | ||||
| Reward Index | Unrated | |||
| Reward Grade | U | |||
| Risk Index | Unrated | |||
| Risk Grade | U | |||
| Company Info | I-22032 | 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-22032 | Click to Compare |
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| Fund Name | EQ/Conservative Strategy Portfolio – Class IB | |||
| Category | Allocation--15% to 30% Equity | |||
| Sub-Category | Cautious Allocation | |||
| Prospectus Objective | Income | |||
| 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-22032 | Click to Compare |
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| Dividend Yield | 1.20% | |||
| Dividend | I-22032 | Click to Compare |
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| Dividend Yield (Forward) | 2.28% | |||
| Asset Allocation | I-22032 | Click to Compare |
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| Cash | 2.27% | |||
| Stock | 19.68% | |||
| U.S. Stock | 16.69% | |||
| Non-U.S. Stock | 2.99% | |||
| Bond | 77.76% | |||
| U.S. Bond | 72.59% | |||
| Non-U.S. Bond | 5.17% | |||
| Preferred | 0.00% | |||
| Convertible | 0.28% | |||
| Other Net | 0.01% | |||
| Price History | I-22032 | Click to Compare |
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| 7-Day Total Return | 0.16% | |||
| 30-Day Total Return | 0.24% | |||
| 60-Day Total Return | 2.23% | |||
| 90-Day Total Return | 1.73% | |||
| Year to Date Total Return | 6.47% | |||
| 1-Year Total Return | 4.88% | |||
| 2-Year Total Return | 6.28% | |||
| 3-Year Total Return | 8.75% | |||
| 5-Year Total Return | 13.45% | |||
| Price | I-22032 | 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-22032 | Click to Compare |
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| Nav | -- | |||
| 1-Month Low NAV | $12.28 | |||
| 1-Month High NAV | $12.34 | |||
| 52-Week Low NAV | $11.43 | |||
| 52-Week Low NAV (Date) | Dec 24, 2018 | |||
| 52-Week High NAV | $12.34 | |||
| 52-Week High Price (Date) | Jul 24, 2019 | |||
| Beta / Standard Deviation | I-22032 | Click to Compare |
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| Beta | -- | |||
| Standard Deviation | 2.63 | |||
| Balance Sheet | I-22032 | Click to Compare |
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| Total Assets | 750.16M | |||
| Operating Ratios | I-22032 | Click to Compare |
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| Expense Ratio | 0.95% | |||
| Turnover Ratio | 10.00% | |||
| Performance | I-22032 | Click to Compare |
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| Last Bull Market Total Return | 459.93% | |||
| Last Bear Market Total Return | -316.71% | |||