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ATM Large Cap Managed Volatility Portfolio Class K
Recommendation
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NAV
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Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings I-23620 Click to
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Rating U
Reward Index Unrated
Reward Grade U
Risk Index Unrated
Risk Grade U
Company Info I-23620 Click to
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Provider AXA Equitable
Manager/Tenure (Years) Alwi Chan (9), Judith A. DeVivo (9), Kenneth T. Kozlowski (8), 7 others
Website http://www.axa-equitablefunds.com
Fund Information I-23620 Click to
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Fund Name ATM Large Cap Managed Volatility Portfolio Class K
Category Large Blend
Sub-Category US Equity Large Cap Blend
Prospectus Objective Growth
Inception Date Aug 26, 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-23620 Click to
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Dividend Yield 1.37%
Dividend I-23620 Click to
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Dividend Yield (Forward) 2.14%
Asset Allocation I-23620 Click to
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Cash -0.72%
Stock 100.72%
U.S. Stock 99.82%
Non-U.S. Stock 0.90%
Bond 0.00%
U.S. Bond 0.00%
Non-U.S. Bond 0.00%
Preferred 0.00%
Convertible 0.00%
Other Net 0.00%
Price History I-23620 Click to
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7-Day Total Return 1.10%
30-Day Total Return -2.13%
60-Day Total Return -0.33%
90-Day Total Return 2.58%
Year to Date Total Return 13.36%
1-Year Total Return 4.11%
2-Year Total Return 20.40%
3-Year Total Return 41.71%
5-Year Total Return 58.26%
Price I-23620 Click to
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Closing Price --
1-Month Low Price --
1-Month High Price --
52-Week Low Price --
52-Week Low Price (Date) --
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NAV I-23620 Click to
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1-Month Low NAV $14.51
1-Month High NAV $15.20
52-Week Low NAV $12.21
52-Week Low NAV (Date) Dec 24, 2018
52-Week High NAV $16.38
52-Week High Price (Date) Aug 29, 2018
Beta / Standard Deviation I-23620 Click to
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Beta 1.01
Standard Deviation 11.00
Balance Sheet I-23620 Click to
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Total Assets 3.36B
Operating Ratios I-23620 Click to
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Expense Ratio 0.59%
Turnover Ratio 10.00%
Performance I-23620 Click to
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Last Bull Market Total Return 1,921.21%
Last Bear Market Total Return -693.64%