EQ/Moderate-Plus Allocation Portfolio Class K
| Weiss Ratings | I-5131 | 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-5131 | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | AXA Equitable | |||
| Manager/Tenure (Years) | Kenneth T. Kozlowski (15), Alwi Chan (8), Xavier Poutas (8) | |||
| Website | http://www.axa-equitablefunds.com | |||
| Fund Information | I-5131 | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | EQ/Moderate-Plus Allocation Portfolio Class K | |||
| Category | Allocation--70% to 85% Equity | |||
| Sub-Category | Aggressive Allocation | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Dec 01, 2011 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | I-5131 | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.78% | |||
| Dividend | I-5131 | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 2.33% | |||
| Asset Allocation | I-5131 | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.78% | |||
| Stock | 69.69% | |||
| U.S. Stock | 50.87% | |||
| Non-U.S. Stock | 18.82% | |||
| Bond | 29.23% | |||
| U.S. Bond | 27.23% | |||
| Non-U.S. Bond | 2.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.09% | |||
| Other Net | 0.20% | |||
| Price History | I-5131 | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 0.70% | |||
| 30-Day Total Return | 1.06% | |||
| 60-Day Total Return | 5.34% | |||
| 90-Day Total Return | 1.51% | |||
| Year to Date Total Return | 14.41% | |||
| 1-Year Total Return | 3.90% | |||
| 2-Year Total Return | 13.09% | |||
| 3-Year Total Return | 26.07% | |||
| 5-Year Total Return | 32.03% | |||
| Price | I-5131 | 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-5131 | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | -- | |||
| 1-Month Low NAV | $11.35 | |||
| 1-Month High NAV | $11.45 | |||
| 52-Week Low NAV | $9.63 | |||
| 52-Week Low NAV (Date) | Dec 24, 2018 | |||
| 52-Week High NAV | $12.10 | |||
| 52-Week High Price (Date) | Aug 29, 2018 | |||
| Beta / Standard Deviation | I-5131 | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | -- | |||
| Standard Deviation | 8.78 | |||
| Balance Sheet | I-5131 | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 8.76B | |||
| Operating Ratios | I-5131 | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.88% | |||
| Turnover Ratio | 8.00% | |||
| Performance | I-5131 | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 1,326.61% | |||
| Last Bear Market Total Return | -1,511.09% | |||