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Eq/large Cap Growth Index Portfolio Class Ib (0P00003E5Y)

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27.772 +0.450    +1.66%
07/11 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 2.53B
Type:  Fund
Market:  United States
Issuer:  AXA Equitable
Asset Class:  Equity
EQ/Large Cap Growth Index Portfolio Class IB 27.772 +0.450 +1.66%

0P00003E5Y Overview

 
Find basic information about the Eq/large Cap Growth Index Portfolio 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 0P00003E5Y MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change34.56%
Prev. Close27.317
Risk Rating
TTM Yield0.18%
ROE43.98%
IssuerAXA Equitable
Turnover11%
ROA21.60%
Inception DateMay 03, 1999
Total Assets2.53B
Expenses0.73%
Min. InvestmentN/A
Market Cap652.62B
CategoryLarge Growth
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Eq/large Cap Growth Index Portfolio Class Ib Analysis


Performance

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Condition

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%

Frequency

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Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1205 1069 1298 1264 2308 4108
Fund Return 20.51% 6.91% 29.84% 8.12% 18.21% 15.18%
Place in category 111 58 106 32 46 44
% in Category 44 36 43 19 18 17

Top Equity Funds by Equitable

  Name Rating Total Assets YTD% 3Y% 10Y%
  AXA 500 Managed Volatility Portfoli 8.52B 20.35 7.90 11.96
  EQ/Equity 500 Index Portfolio Clasb 6.97B 19.07 8.78 12.32
  AXA Aggressive Strategy Portfolio C 5.71B 12.53 3.26 7.66
  AXA Growth Strategy Fund Class IB 4.91B 11.13 2.64 6.79
  AXA Large Cap Growth Managed Vol IB 4.78B 21.95 6.18 13.71

Top Funds for Large Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds Growth Fund Amer A 153.6B 22.40 4.47 13.21
  Fidelity Contrafund 128.94B 30.86 9.80 15.03
  Fidelity Contrafund K 128.94B 30.89 9.88 15.12
  Vanguard Growth Index Adm 84.02B 23.69 7.47 15.16
  JPMorgan Large Cap Growth R6 65.7B 26.92 9.12 17.38

Top Holdings

Name ISIN Weight % Last Change %
  Apple US0378331005 12.16 227.80 +0.25%
  Microsoft US5949181045 11.72 425.81 +0.09%
  NVIDIA US67066G1040 10.49 148.57 -0.21%
  Amazon.com US0231351067 6.54 209.70 -0.17%
  Meta Platforms US30303M1027 3.92 591.27 -0.07%

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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