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Eq/growth Strategy Fund Class Ib (0P0000J61Z)

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18.870 -0.090    -0.46%
25/04 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 4.63B
AXA Growth Strategy Fund Class IB 18.870 -0.090 -0.46%

0P0000J61Z Overview

 
Find basic information about the Eq/growth Strategy Fund 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 0P0000J61Z MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change10.11%
Prev. Close18.957
Risk Rating
TTM Yield1.24%
ROE25.50%
IssuerN/A
Turnover15%
ROA9.90%
Inception DateApr 30, 2009
Total Assets4.63B
Expenses0.49%
Min. InvestmentN/A
Market Cap75.28B
CategoryAllocation - - 70% to 85% Equity
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Eq/growth Strategy Fund Class Ib Analysis


Performance

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Condition

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1057 1057 1172 1110 1451 1900
Fund Return 5.71% 5.71% 17.22% 3.53% 7.73% 6.63%
Place in category 85 85 62 81 60 48
% in Category 78 78 58 81 75 73

Top Equity Funds by Equitable

  Name Rating Total Assets YTD% 3Y% 10Y%
  AXA 500 Managed Volatility Portfoli 8.11B 10.38 10.28 11.91
  EQ/Equity 500 Index Portfolio Clasb 5.95B 10.40 10.88 12.29
  AXA Aggressive Strategy Portfolio C 5.22B 6.65 4.41 7.49
  AXA Large Cap Growth Managed Vol IB 4.27B 11.34 9.49 13.66
  EQ/Equity 500 Index Portfolio Clasa 3.05B 10.40 10.88 12.30

Top Funds for Allocation--70% to 85% Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds Income Fund of Amer 74.63B 4.32 5.16 6.65
  Vanguard LifeStrategy Growth Inv 21.2B 6.06 4.75 7.81
  American Funds Income Fund of A R6 19.98B 4.40 5.47 6.96
  American Funds Income Fund of Ame 13.22B 4.38 5.36 6.85
  American Funds Growth and Inc A 11.12B 6.81 6.09 8.28

Top Holdings

Name ISIN Weight % Last Change %
EQ/500 Managed Volatility K - 44.04 - -
EQ/2000 Managed Volatility K - 14.56 - -
EQ/Core Bond Index K - 10.47 - -
EQ/International Managed Volatility K - 9.55 - -
EQ/Long-Term Bond K - 6.03 - -

Technical Summary

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