EQ/JPMorgan Growth Allocation Portfolio Class IB
Weiss Ratings | I-35830 | Click to Compare |
Click to Compare |
Click to Compare |
Rating | ||||
Reward Index | Unrated | |||
Reward Grade | U | |||
Risk Index | Unrated | |||
Risk Grade | U | |||
Company Info | I-35830 | Click to Compare |
Click to Compare |
Click to Compare |
Provider | AXA Equitable | |||
Manager/Tenure (Years) | Alwi Chan (1), Matthew Cummings (1), Michael Feser (1), 2 others | |||
Website | http://www.axa-equitablefunds.com | |||
Fund Information | I-35830 | Click to Compare |
Click to Compare |
Click to Compare |
Fund Name | EQ/JPMorgan Growth Allocation Portfolio Class IB | |||
Category | Allocation--50% to 70% Equity | |||
Sub-Category | Moderate Allocation | |||
Prospectus Objective | Growth and Income | |||
Inception Date | Nov 13, 2017 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 0.00 | |||
Minimum Subsequent Investment | -- | |||
Front End Fee | -- | |||
Back End Fee | -- | |||
Dividends and Shares | I-35830 | Click to Compare |
Click to Compare |
Click to Compare |
Dividend Yield | 0.51% | |||
Dividend | I-35830 | Click to Compare |
Click to Compare |
Click to Compare |
Dividend Yield (Forward) | 2.14% | |||
Asset Allocation | I-35830 | Click to Compare |
Click to Compare |
Click to Compare |
Cash | 9.36% | |||
Stock | 53.77% | |||
U.S. Stock | 53.29% | |||
Non-U.S. Stock | 0.48% | |||
Bond | 36.86% | |||
U.S. Bond | 36.86% | |||
Non-U.S. Bond | 0.00% | |||
Preferred | 0.00% | |||
Convertible | 0.00% | |||
Other Net | 0.00% | |||
Price History | I-35830 | Click to Compare |
Click to Compare |
Click to Compare |
7-Day Total Return | 0.78% | |||
30-Day Total Return | -1.15% | |||
60-Day Total Return | 0.09% | |||
90-Day Total Return | 1.58% | |||
Year to Date Total Return | 6.77% | |||
1-Year Total Return | 0.43% | |||
2-Year Total Return | -- | |||
3-Year Total Return | -- | |||
5-Year Total Return | -- | |||
Price | I-35830 | 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-35830 | Click to Compare |
Click to Compare |
Click to Compare |
Nav | -- | |||
1-Month Low NAV | $10.17 | |||
1-Month High NAV | $10.45 | |||
52-Week Low NAV | $9.38 | |||
52-Week Low NAV (Date) | Dec 24, 2018 | |||
52-Week High NAV | $10.55 | |||
52-Week High Price (Date) | Aug 29, 2018 | |||
Beta / Standard Deviation | I-35830 | Click to Compare |
Click to Compare |
Click to Compare |
Beta | -- | |||
Standard Deviation | -- | |||
Balance Sheet | I-35830 | Click to Compare |
Click to Compare |
Click to Compare |
Total Assets | 116.49M | |||
Operating Ratios | I-35830 | Click to Compare |
Click to Compare |
Click to Compare |
Expense Ratio | 1.20% | |||
Turnover Ratio | 1.00% | |||
Performance | I-35830 | Click to Compare |
Click to Compare |
Click to Compare |
Last Bull Market Total Return | -- | |||
Last Bear Market Total Return | -- | |||