EQ/Franklin Balanced Managed Volatility Portfolio Class IA
| Weiss Ratings | I-4417 | Click to Compare |
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| Rating | ||||
| Reward Index | Unrated | |||
| Reward Grade | U | |||
| Risk Index | Unrated | |||
| Risk Grade | U | |||
| Company Info | I-4417 | Click to Compare |
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| Provider | AXA Equitable | |||
| Manager/Tenure (Years) | Edward D. Perks (12), Alwi Chan (9), Scott Radell (8), 11 others | |||
| Website | http://www.axa-equitablefunds.com | |||
| Fund Information | I-4417 | Click to Compare |
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| Fund Name | EQ/Franklin Balanced Managed Volatility Portfolio Class IA | |||
| Category | Allocation--50% to 70% Equity | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Sep 15, 2006 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | I-4417 | Click to Compare |
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| Dividend Yield | 2.91% | |||
| Dividend | I-4417 | Click to Compare |
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| Dividend Yield (Forward) | 3.11% | |||
| Asset Allocation | I-4417 | Click to Compare |
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| Cash | -0.30% | |||
| Stock | 48.19% | |||
| U.S. Stock | 42.81% | |||
| Non-U.S. Stock | 5.38% | |||
| Bond | 50.74% | |||
| U.S. Bond | 46.55% | |||
| Non-U.S. Bond | 4.19% | |||
| Preferred | 0.44% | |||
| Convertible | 0.93% | |||
| Other Net | 0.00% | |||
| Price History | I-4417 | Click to Compare |
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| 7-Day Total Return | 0.36% | |||
| 30-Day Total Return | -1.44% | |||
| 60-Day Total Return | -0.45% | |||
| 90-Day Total Return | 1.58% | |||
| Year to Date Total Return | 7.93% | |||
| 1-Year Total Return | 3.30% | |||
| 2-Year Total Return | 9.25% | |||
| 3-Year Total Return | 21.96% | |||
| 5-Year Total Return | 23.77% | |||
| Price | I-4417 | 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-4417 | Click to Compare |
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| Nav | -- | |||
| 1-Month Low NAV | $10.84 | |||
| 1-Month High NAV | $11.11 | |||
| 52-Week Low NAV | $9.83 | |||
| 52-Week Low NAV (Date) | Dec 24, 2018 | |||
| 52-Week High NAV | $11.68 | |||
| 52-Week High Price (Date) | Sep 21, 2018 | |||
| Beta / Standard Deviation | I-4417 | Click to Compare |
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| Beta | 0.51 | |||
| Standard Deviation | 5.80 | |||
| Balance Sheet | I-4417 | Click to Compare |
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| Total Assets | 1.14B | |||
| Operating Ratios | I-4417 | Click to Compare |
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| Expense Ratio | 1.05% | |||
| Turnover Ratio | 30.00% | |||
| Performance | I-4417 | Click to Compare |
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| Last Bull Market Total Return | 1,130.59% | |||
| Last Bear Market Total Return | -1,048.04% | |||