All Asset Growth – Alt 20 Portfolio Class K
| Weiss Ratings | I-28453 | Click to Compare |
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| Rating | ||||
| Reward Index | Unrated | |||
| Reward Grade | U | |||
| Risk Index | Unrated | |||
| Risk Grade | U | |||
| Company Info | I-28453 | Click to Compare |
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| Provider | AXA Equitable | |||
| Manager/Tenure (Years) | Kenneth T. Kozlowski (13), Alwi Chan (8), Xavier Poutas (8), 1 other | |||
| Website | http://www.axa-equitablefunds.com | |||
| Fund Information | I-28453 | Click to Compare |
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| Fund Name | All Asset Growth – Alt 20 Portfolio Class K | |||
| Category | Allocation--50% to 70% Equity | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Aug 29, 2012 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | I-28453 | Click to Compare |
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| Dividend Yield | 1.98% | |||
| Dividend | I-28453 | Click to Compare |
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| Dividend Yield (Forward) | 2.52% | |||
| Asset Allocation | I-28453 | Click to Compare |
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| Cash | 4.36% | |||
| Stock | 66.81% | |||
| U.S. Stock | 42.86% | |||
| Non-U.S. Stock | 23.95% | |||
| Bond | 23.52% | |||
| U.S. Bond | 14.72% | |||
| Non-U.S. Bond | 8.80% | |||
| Preferred | 0.02% | |||
| Convertible | 1.10% | |||
| Other Net | 4.20% | |||
| Price History | I-28453 | Click to Compare |
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| 7-Day Total Return | 0.42% | |||
| 30-Day Total Return | 0.76% | |||
| 60-Day Total Return | 5.40% | |||
| 90-Day Total Return | 1.64% | |||
| Year to Date Total Return | 14.03% | |||
| 1-Year Total Return | 3.77% | |||
| 2-Year Total Return | 12.35% | |||
| 3-Year Total Return | 24.24% | |||
| 5-Year Total Return | 27.07% | |||
| Price | I-28453 | 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-28453 | Click to Compare |
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| Nav | -- | |||
| 1-Month Low NAV | $20.93 | |||
| 1-Month High NAV | $21.12 | |||
| 52-Week Low NAV | $17.86 | |||
| 52-Week Low NAV (Date) | Dec 24, 2018 | |||
| 52-Week High NAV | $21.82 | |||
| 52-Week High Price (Date) | Aug 29, 2018 | |||
| Beta / Standard Deviation | I-28453 | Click to Compare |
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| Beta | -- | |||
| Standard Deviation | 8.63 | |||
| Balance Sheet | I-28453 | Click to Compare |
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| Total Assets | 333.56M | |||
| Operating Ratios | I-28453 | Click to Compare |
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| Expense Ratio | 1.04% | |||
| Turnover Ratio | 12.00% | |||
| Performance | I-28453 | Click to Compare |
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| Last Bull Market Total Return | 1,528.03% | |||
| Last Bear Market Total Return | -1,590.49% | |||