U
AXA/Legg Mason Strategic Allocation Portfolio Class K
Recommendation
--
NAV
--
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings I-31780 Click to
Compare
Click to
Compare
Click to
Compare
Rating U
Reward Index Unrated
Reward Grade U
Risk Index Unrated
Risk Grade U
Company Info I-31780 Click to
Compare
Click to
Compare
Click to
Compare
Provider AXA Equitable
Manager/Tenure (Years) Alwi Chan (1), Kenneth T. Kozlowski (1), Thomas Picciochi (1), 2 others
Website http://www.axa-equitablefunds.com
Fund Information I-31780 Click to
Compare
Click to
Compare
Click to
Compare
Fund Name AXA/Legg Mason Strategic Allocation Portfolio Class K
Category Allocation--50% to 70% Equity
Sub-Category Moderate Allocation
Prospectus Objective Asset Allocation
Inception Date Feb 19, 2016
Open/Closed To New Investors Open
Minimum Initial Investment 0.00
Minimum Subsequent Investment --
Front End Fee --
Back End Fee --
Dividends and Shares I-31780 Click to
Compare
Click to
Compare
Click to
Compare
Dividend Yield 0.80%
Dividend I-31780 Click to
Compare
Click to
Compare
Click to
Compare
Dividend Yield (Forward) 2.64%
Asset Allocation I-31780 Click to
Compare
Click to
Compare
Click to
Compare
Cash 6.17%
Stock 51.15%
U.S. Stock 26.94%
Non-U.S. Stock 24.21%
Bond 42.14%
U.S. Bond 42.14%
Non-U.S. Bond 0.00%
Preferred 0.51%
Convertible 0.00%
Other Net 0.04%
Price History I-31780 Click to
Compare
Click to
Compare
Click to
Compare
7-Day Total Return 0.17%
30-Day Total Return -0.08%
60-Day Total Return 1.13%
90-Day Total Return 2.38%
Year to Date Total Return 9.32%
1-Year Total Return 10.69%
2-Year Total Return --
3-Year Total Return --
5-Year Total Return --
Price I-31780 Click to
Compare
Click to
Compare
Click to
Compare
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-31780 Click to
Compare
Click to
Compare
Click to
Compare
Nav --
1-Month Low NAV $11.56
1-Month High NAV $11.67
52-Week Low NAV $10.55
52-Week Low NAV (Date) Dec 01, 2016
52-Week High NAV $11.67
52-Week High Price (Date) Nov 06, 2017
Beta / Standard Deviation I-31780 Click to
Compare
Click to
Compare
Click to
Compare
Beta --
Standard Deviation --
Balance Sheet I-31780 Click to
Compare
Click to
Compare
Click to
Compare
Total Assets 121.60M
Operating Ratios I-31780 Click to
Compare
Click to
Compare
Click to
Compare
Expense Ratio 1.00%
Turnover Ratio 400.00%
Performance I-31780 Click to
Compare
Click to
Compare
Click to
Compare
Last Bull Market Total Return --
Last Bear Market Total Return --