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

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20.078 +0.094 +0.47%

17/04 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 267.38M

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0P0000JM5H Holdings

Comprehensive information about top holdings and Key Holding Information for the AXA 400 Managed Volatility Portfolio Class IB (0P0000JM5H) fund. Our AXA 400 Managed Volatility Portfolio Class IB portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	0.630	9.340	8.710
Shares	99.380	99.380	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.304	17.508
Price to Book	2.220	2.466
Price to Sales	1.358	1.578
Price to Cash Flow	9.962	10.989
Dividend Yield	1.667	1.457
5 Years Earnings Growth	12.339	12.039

Sector Allocation

Name	Net %	Category Average
Industrials	20.060	18.711
Financial Services	17.260	16.775
Consumer Cyclical	14.230	13.096
Technology	13.220	15.830
Healthcare	9.430	10.179
Real Estate	7.760	7.114
Energy	4.800	4.996
Basic Materials	4.740	4.725
Consumer Defensive	4.540	4.362
Utilities	2.600	3.975
Communication Services	1.360	2.864

Region Allocation

Equities

North America
Latin America
Europe Developed
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 404

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
S&P Mid 400 03/21/2025	-	8.71	-	-
Williams-Sonoma	US9699041011	0.76	137.87	-0.96%
Interactive Brokers	US45841N1072	0.71	153.51	-3.77%
Expand Energy	US1651677353	0.66	102.24	-3.97%
EMCOR	US29084Q1004	0.58	362.71	-4.25%
RB Global	CA74935Q1072	0.58	94.91	-2.54%
Fidelity Financial	US31620R3030	0.54	59.57	-3.62%
Watsco	US9426222009	0.53	494.91	-2.32%
Guidewire	US40171V1008	0.53	183.24	-4.23%
Dynatrace Inc	US2681501092	0.52	42.17	-2.16%

Top Equity Funds by Equitable

Name	Total Assets	YTD%	3Y%	10Y%
AXA 500 Managed Volatility Portfoli	7.03B	-4.44	8.06	11.46
EQ/Equity 500 Index Portfolio Clasb	6.23B	-4.39	8.47	11.85
AXA Aggressive Strategy Portfolio C	4.97B	-3.08	4.39	7.15
AXA Growth Strategy Fund Class IB	4.21B	-2.42	3.94	6.36
AXA Large Cap Growth Managed Vol IB	3.86B	-9.11	8.16	12.83

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