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

US Funds

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22.040 -0.161 -0.73%

27/03 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 312.3M

Type: Fund

Market: United States

Issuer: AXA Equitable

Asset Class: Equity

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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	0.220	9.980	9.760
Stocks	99.780	99.780	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.741	17.601
Price to Book	2.243	2.475
Price to Sales	1.416	1.602
Price to Cash Flow	10.570	11.055
Dividend Yield	1.570	1.439
5 Years Earnings Growth	12.839	11.958

Sector Allocation

Name	Net %	Category Average
Industrials	20.520	18.813
Financial Services	16.960	16.720
Consumer Cyclical	14.320	13.090
Technology	14.010	15.995
Healthcare	9.650	10.176
Real Estate	7.180	7.026
Energy	4.660	4.981
Basic Materials	4.600	4.699
Consumer Defensive	4.470	4.316
Utilities	2.340	3.928
Communication Services	1.310	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	-	9.76	-	-
Williams-Sonoma	US9699041011	0.79	164.42	-0.57%
Interactive Brokers	US45841N1072	0.72	169.00	-2.84%
Expand Energy	US1651677353	0.65	109.64	-0.27%
Pure Storage Inc	US74624M1027	0.62	48.44	-4.34%
Illumina	US4523271090	0.62	82.28	-0.66%
EMCOR	US29084Q1004	0.61	379.33	-3.29%
DocuSign	US2561631068	0.57	85.66	-1.44%
Guidewire	US40171V1008	0.53	191.53	-1.05%
Burlington Stores	US1220171060	0.52	245.59	+0.46%

Top Equity Funds by Equitable

Name	Total Assets	YTD%	3Y%	10Y%
AXA 500 Managed Volatility Portfoli	8.1B	1.33	11.41	11.93
EQ/Equity 500 Index Portfolio Clasb	6.99B	1.36	11.93	12.32
AXA Aggressive Strategy Portfolio C	5.56B	1.26	6.35	7.55
AXA Growth Strategy Fund Class IB	4.71B	1.38	5.54	6.71
AXA Large Cap Growth Managed Vol IB	4.6B	-0.80	12.45	13.67

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Recent Quotes

	Name	Price	Chg.	Chg. %
	AXA 400 Managed V.	22.040	-0.161	-0.73%