U
1290 VT Socially Responsible Portfolio Class IA
Recommendation
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NAV
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Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings I-9169 Click to
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Rating U
Reward Index Unrated
Reward Grade U
Risk Index Unrated
Risk Grade U
Company Info I-9169 Click to
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Provider AXA Equitable
Manager/Tenure (Years) Alwi Chan (6), Kenneth T. Kozlowski (6), Rachel M. Aguirre (1), 4 others
Website http://www.axa-equitablefunds.com
Fund Information I-9169 Click to
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Fund Name 1290 VT Socially Responsible Portfolio Class IA
Category Large Blend
Sub-Category US Equity Large Cap Growth
Prospectus Objective Growth
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-9169 Click to
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Dividend Yield 0.95%
Dividend I-9169 Click to
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Dividend Yield (Forward) 1.71%
Asset Allocation I-9169 Click to
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Cash 0.36%
Stock 99.64%
U.S. Stock 98.55%
Non-U.S. Stock 1.09%
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-9169 Click to
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7-Day Total Return 0.08%
30-Day Total Return 2.19%
60-Day Total Return -7.62%
90-Day Total Return -7.38%
Year to Date Total Return 1.07%
1-Year Total Return 3.73%
2-Year Total Return 22.44%
3-Year Total Return 29.96%
5-Year Total Return 56.20%
Price I-9169 Click to
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Closing Price --
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1-Month High Price --
52-Week Low Price --
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NAV I-9169 Click to
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1-Month Low NAV $11.77
1-Month High NAV $12.60
52-Week Low NAV $11.75
52-Week Low NAV (Date) Feb 08, 2018
52-Week High NAV $13.33
52-Week High Price (Date) Aug 29, 2018
Beta / Standard Deviation I-9169 Click to
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Beta 1.00
Standard Deviation 9.96
Balance Sheet I-9169 Click to
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Total Assets 148.71M
Operating Ratios I-9169 Click to
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Expense Ratio 0.94%
Turnover Ratio 13.00%
Performance I-9169 Click to
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Last Bull Market Total Return 2,637.43%
Last Bear Market Total Return -1,645.73%