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Eq/jpmorgan Value Opportunities Portfolio Class Ib (0P00003DEQ)

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19.428 +0.160    +0.83%
02/04 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 827.33M
EQ/JPMorgan Value Opportunities Portfolio Class IB 19.428 +0.160 +0.83%

0P00003DEQ Holdings

 
Comprehensive information about top holdings and Key Holding Information for the EQ/JPMorgan Value Opportunities Portfolio Class IB (0P00003DEQ) fund. Our EQ/JPMorgan Value Opportunities 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 1.040 1.040 0.000
Shares 98.960 98.960 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 14.968 15.698
Price to Book 2.067 2.497
Price to Sales 1.061 1.713
Price to Cash Flow 10.129 10.591
Dividend Yield 1.830 2.510
5 Years Earnings Growth 12.528 9.227

Sector Allocation

Name  Net % Category Average
Financial Services 18.840 21.423
Technology 18.540 12.851
Healthcare 15.500 15.153
Industrials 15.020 11.872
Consumer Cyclical 8.910 6.797
Consumer Defensive 6.610 8.179
Real Estate 4.990 3.472
Communication Services 4.450 5.642
Energy 3.410 7.547
Basic Materials 2.030 3.435
Utilities 1.730 5.222

Region Allocation

  • North America
  • Europe Developed
  • Asia
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 120

Number of short holdings: 1

Name ISIN Weight % Last Change %
  Wells Fargo&Co US9497461015 3.33 72.26 +1.33%
  Bank of America US0605051046 3.14 41.85 +0.87%
  Western Digital US9581021055 2.18 41.78 +2.18%
  Block US8522341036 2.06 57.86 +4.42%
  First Citizens BancShares US31946M1036 2.00 1,859.58 +1.98%
  AbbVie US00287Y1091 1.99 205.19 -0.52%
  Hewlett Packard US42824C1099 1.96 16.12 +3.07%
  Performance Food Group Co US71377A1034 1.92 80.94 +1.88%
  Verizon US92343V1044 1.91 44.74 -1.41%
  Citigroup US1729674242 1.91 71.76 +1.73%

Top Equity Funds by Equitable

  Name Rating Total Assets YTD% 3Y% 10Y%
  AXA 500 Managed Volatility Portfoli 7.6B 1.33 11.41 11.93
  EQ/Equity 500 Index Portfolio Clasb 6.62B 1.36 11.93 12.32
  AXA Aggressive Strategy Portfolio C 5.3B 1.26 6.35 7.55
  AXA Growth Strategy Fund Class IB 4.48B 1.38 5.54 6.71
  AXA Large Cap Growth Managed Vol IB 4.2B -0.80 12.45 13.67
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