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Eq/growth Strategy Fund Class Ib (0P0000J61Z)

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21.146 +0.160    +0.74%
25/11 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 4.9B
Type:  Fund
Market:  United States
Issuer:  AXA Equitable
Asset Class:  Equity
AXA Growth Strategy Fund Class IB 21.146 +0.160 +0.74%

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 Change18.1%
Prev. Close20.99
Risk Rating
TTM Yield1.20%
ROE24.76%
IssuerAXA Equitable
Turnover15%
ROA10.46%
Inception DateApr 30, 2009
Total Assets4.9B
Expenses0.49%
Min. InvestmentN/A
Market Cap75.92B
CategoryAllocation - - 70% to 85% Equity
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Eq/growth Strategy Fund Class Ib Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1111 1010 1260 1081 1449 1929
Fund Return 11.13% 1.02% 26.02% 2.64% 7.7% 6.79%
Place in category 68 92 66 70 61 48
% in Category 72 81 59 71 75 74

Top Equity Funds by Equitable

  Name Rating Total Assets YTD% 3Y% 10Y%
  AXA 500 Managed Volatility Portfoli 8.36B 20.35 7.90 11.96
  EQ/Equity 500 Index Portfolio Clasb 7.02B 19.07 8.78 12.32
  AXA Aggressive Strategy Portfolio C 5.72B 12.53 3.26 7.66
  AXA Large Cap Growth Managed Vol IB 4.81B 21.95 6.18 13.71
  EQ/Equity 500 Index Portfolio Clasa 3.47B 19.07 8.78 12.32

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

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds Income Fund of Amer 79.33B 11.98 5.29 6.88
  Vanguard LifeStrategy Growth Inv 22B 12.37 3.70 7.94
  American Funds Income Fund of A R6 21.9B 12.28 5.62 7.19
  American Funds Income Fund of Ame 14.33B 12.21 5.52 7.08
  American Funds Growth and Inc A 12.53B 13.49 4.83 8.36

Top Holdings

Name ISIN Weight % Last Change %
EQ/500 Managed Volatility K - 42.72 - -
EQ/2000 Managed Volatility K - 15.85 - -
EQ/Core Bond Index K - 10.42 - -
EQ/International Managed Volatility K - 9.48 - -
EQ/Long-Term Bond K - 6.32 - -

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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