EQ/Global Equity Managed Volatility Portfolio Class IA
Weiss Ratings | I-3507 | Click to Compare |
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Rating | ||||
Reward Index | Unrated | |||
Reward Grade | U | |||
Risk Index | Unrated | |||
Risk Grade | U | |||
Company Info | I-3507 | Click to Compare |
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Provider | AXA Equitable | |||
Manager/Tenure (Years) | Paul C. Psaila (21), Ruchir Sharma (17), Eric Carlson (12), 12 others | |||
Website | http://www.axa-equitablefunds.com | |||
Fund Information | I-3507 | Click to Compare |
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Fund Name | EQ/Global Equity Managed Volatility Portfolio Class IA | |||
Category | World Large Stock | |||
Sub-Category | Global Equity Large Cap | |||
Prospectus Objective | World Stock | |||
Inception Date | Oct 02, 2002 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 0.00 | |||
Minimum Subsequent Investment | -- | |||
Front End Fee | -- | |||
Back End Fee | -- | |||
Dividends and Shares | I-3507 | Click to Compare |
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Dividend Yield | 1.06% | |||
Dividend | I-3507 | Click to Compare |
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Dividend Yield (Forward) | 2.60% | |||
Asset Allocation | I-3507 | Click to Compare |
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Cash | -0.31% | |||
Stock | 100.31% | |||
U.S. Stock | 43.09% | |||
Non-U.S. Stock | 57.22% | |||
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-3507 | Click to Compare |
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7-Day Total Return | 0.73% | |||
30-Day Total Return | -3.39% | |||
60-Day Total Return | -1.78% | |||
90-Day Total Return | 1.16% | |||
Year to Date Total Return | 10.65% | |||
1-Year Total Return | -3.85% | |||
2-Year Total Return | 9.19% | |||
3-Year Total Return | 30.23% | |||
5-Year Total Return | 25.00% | |||
Price | I-3507 | 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-3507 | Click to Compare |
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Nav | -- | |||
1-Month Low NAV | $16.39 | |||
1-Month High NAV | $17.24 | |||
52-Week Low NAV | $14.31 | |||
52-Week Low NAV (Date) | Dec 24, 2018 | |||
52-Week High NAV | $19.10 | |||
52-Week High Price (Date) | Aug 29, 2018 | |||
Beta / Standard Deviation | I-3507 | Click to Compare |
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Beta | -- | |||
Standard Deviation | 10.35 | |||
Balance Sheet | I-3507 | Click to Compare |
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Total Assets | 2.08B | |||
Operating Ratios | I-3507 | Click to Compare |
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Expense Ratio | 1.10% | |||
Turnover Ratio | 13.00% | |||
Performance | I-3507 | Click to Compare |
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Last Bull Market Total Return | 1,493.96% | |||
Last Bear Market Total Return | -2,164.41% | |||