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Eq/growth Strategy Fund Class Ib (0P0000J61Z)

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19.837 +0.110    +0.56%
30/01 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  AXA Equitable
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 4.78B
AXA Growth Strategy Fund Class IB 19.837 +0.110 +0.56%

0P0000J61Z Holdings

 
Comprehensive information about top holdings and Key Holding Information for the AXA Growth Strategy Fund Class IB (0P0000J61Z) fund. Our AXA Growth Strategy Fund 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 0.230 6.880 6.650
Stocks 71.040 71.040 0.000
Bonds 28.710 28.820 0.110
Other 0.020 0.020 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 19.328 17.668
Price to Book 2.884 2.806
Price to Sales 2.026 1.961
Price to Cash Flow 12.499 11.392
Dividend Yield 1.647 2.037
5 Years Earnings Growth 10.845 11.128

Sector Allocation

Name  Net % Category Average
Technology 24.820 21.575
Financial Services 15.380 15.689
Healthcare 12.250 11.690
Industrials 11.490 11.372
Consumer Cyclical 10.650 10.091
Communication Services 6.520 7.381
Consumer Defensive 5.440 6.689
Energy 3.910 5.338
Real Estate 3.610 4.387
Basic Materials 3.190 3.704
Utilities 2.740 3.222

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 9

Number of short holdings: 1

Name ISIN Weight % Last Change %
EQ/500 Managed Volatility K - 42.28 - -
EQ/2000 Managed Volatility K - 16.80 - -
EQ/Core Bond Index K - 10.46 - -
EQ/International Managed Volatility K - 8.68 - -
EQ/Long-Term Bond K - 6.32 - -
EQ/Intermediate Corporate Bond K - 5.35 - -
EQ/Intermediate Government Bond K - 5.25 - -
EQ/400 Managed Volatility K - 2.83 - -
EQ/AB Short Duration Government Bond K - 2.05 - -

Top Equity Funds by Equitable

  Name Rating Total Assets YTD% 3Y% 10Y%
  AXA 500 Managed Volatility Portfoli 8.28B 24.22 7.75 12.06
  EQ/Equity 500 Index Portfolio Clasb 7.11B 24.32 8.34 12.44
  AXA Aggressive Strategy Portfolio C 5.64B 14.11 3.27 7.68
  AXA Large Cap Growth Managed Vol IB 4.83B 30.11 7.87 14.26
  EQ/Equity 500 Index Portfolio Clasa 3.41B 24.32 8.34 12.45
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