EQ/Equity 500 Index Portfolio Class IA
Weiss Ratings | I-29459 | Click to Compare |
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Rating | ||||
Reward Index | Unrated | |||
Reward Grade | U | |||
Risk Index | Unrated | |||
Risk Grade | U | |||
Company Info | I-29459 | Click to Compare |
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Provider | AXA Equitable | |||
Manager/Tenure (Years) | Judith A. DeVivo (25), Alwi Chan (9), Kenneth T. Kozlowski (7) | |||
Website | http://www.axa-equitablefunds.com | |||
Fund Information | I-29459 | Click to Compare |
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Fund Name | EQ/Equity 500 Index Portfolio Class IA | |||
Category | Large Blend | |||
Sub-Category | US Equity Large Cap Blend | |||
Prospectus Objective | Growth and Income | |||
Inception Date | Mar 01, 1994 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 0.00 | |||
Minimum Subsequent Investment | -- | |||
Front End Fee | -- | |||
Back End Fee | -- | |||
Dividends and Shares | I-29459 | Click to Compare |
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Dividend Yield | 1.37% | |||
Dividend | I-29459 | Click to Compare |
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Dividend Yield (Forward) | 2.08% | |||
Asset Allocation | I-29459 | Click to Compare |
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Cash | 0.11% | |||
Stock | 99.89% | |||
U.S. Stock | 98.98% | |||
Non-U.S. Stock | 0.91% | |||
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-29459 | Click to Compare |
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7-Day Total Return | 1.07% | |||
30-Day Total Return | -2.08% | |||
60-Day Total Return | -0.25% | |||
90-Day Total Return | 2.58% | |||
Year to Date Total Return | 13.93% | |||
1-Year Total Return | 5.42% | |||
2-Year Total Return | 22.59% | |||
3-Year Total Return | 44.33% | |||
5-Year Total Return | 61.65% | |||
Price | I-29459 | 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-29459 | Click to Compare |
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Nav | -- | |||
1-Month Low NAV | $45.55 | |||
1-Month High NAV | $47.68 | |||
52-Week Low NAV | $37.89 | |||
52-Week Low NAV (Date) | Dec 24, 2018 | |||
52-Week High NAV | $48.81 | |||
52-Week High Price (Date) | Sep 20, 2018 | |||
Beta / Standard Deviation | I-29459 | Click to Compare |
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Beta | 1.00 | |||
Standard Deviation | 10.83 | |||
Balance Sheet | I-29459 | Click to Compare |
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Total Assets | 5.98B | |||
Operating Ratios | I-29459 | Click to Compare |
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Expense Ratio | 0.58% | |||
Turnover Ratio | 3.00% | |||
Performance | I-29459 | Click to Compare |
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Last Bull Market Total Return | 2,462.41% | |||
Last Bear Market Total Return | -1,632.48% | |||