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Eq/400 Managed Volatility Portfolio Class Ib (0P0000JM5H)

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24.172 -0.070    -0.28%
08/05 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 333.51M
AXA 400 Managed Volatility Portfolio Class IB 24.172 -0.070 -0.28%

0P0000JM5H Overview

 
Find basic information about the Eq/400 Managed Volatility Portfolio Class Ib mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000JM5H MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change17.61%
Prev. Close24.239
Risk Rating
TTM Yield1.07%
ROE18.76%
IssuerN/A
Turnover18%
ROA7.04%
Inception DateOct 29, 2009
Total Assets333.51M
Expenses0.85%
Min. InvestmentN/A
Market Cap8.08B
CategoryMid - Cap Blend
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Eq/400 Managed Volatility Portfolio Class Ib Analysis


Performance

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Condition

Frequency

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%

Frequency

Frequency

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Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1030 1049 1157 1051 1486 2221
Fund Return 3.01% 4.9% 15.75% 1.66% 8.24% 8.3%
Place in category 35 35 42 44 41 36
% in Category 50 36 57 70 64 61

Top Equity Funds by Equitable

  Name Rating Total Assets YTD% 3Y% 10Y%
  AXA 500 Managed Volatility Portfoli 8.24B 5.80 6.88 11.36
  EQ/Equity 500 Index Portfolio Clasb 6.1B 10.40 10.88 12.29
  AXA Aggressive Strategy Portfolio C 5.32B 2.12 1.78 7.04
  AXA Growth Strategy Fund Class IB 4.6B 1.48 1.13 6.20
  AXA Large Cap Growth Managed Vol IB 4.24B 6.21 5.55 13.22

Top Funds for Mid-Cap Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Mid Cap Index Adm 61.13B 2.73 2.39 9.44
  Fidelity Extended Market Index Ins 36.56B 0.06 -2.61 8.55
  Fidelity Mid Cap Index Fund Institu 33.44B 2.74 2.41 9.40
  Vanguard Extended Market Index Inst 30.81B 0.07 -2.58 -
  Vanguard Extended Market Idx Adm 24.79B 0.05 -2.62 8.54

Top Holdings

Name ISIN Weight % Last Change %
S&P Mid 400 03/15/2024 - 9.74 - -
  Super Micro Computer US86800U1043 1.39 799.70 -2.79%
  Deckers Outdoor US2435371073 0.80 874.55 +2.47%
  Vistra Energy US92840M1027 0.64 93.18 +4.46%
  Reliance Steel&Aluminum US7595091023 0.64 295.48 +0.91%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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