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Eq/equity 500 Index Portfolio Class Ib (0P00003D0Z)

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85.583 -0.950    -1.10%
27/12 - Closed. Currency in USD
Type:  Fund
Market:  United States
Issuer:  AXA Equitable
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 7.02B
EQ/Equity 500 Index Portfolio Class IB 85.583 -0.950 -1.10%

Eq/equity 500 Index Portfolio Class Ib Overview

 
Find basic information about the Eq/equity 500 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 0P00003D0Z MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US4049925542)
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Rating
1-Year Change22.73%
Prev. Close86.532
Risk Rating
TTM Yield0.81%
ROE33.72%
IssuerAXA Equitable
Turnover2%
ROA15.96%
Inception DateMay 01, 1997
Total Assets7.02B
Expenses0.54%
Min. InvestmentN/A
Market Cap328.63B
CategoryLarge Blend
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1274 1070 1331 1361 2023 3302
Fund Return 27.41% 7% 33.14% 10.82% 15.13% 12.69%
Place in category 130 144 140 134 102 83
% in Category 44 53 48 43 44 36

Top Equity Funds by Equitable

  Name Rating Total Assets YTD% 3Y% 10Y%
  AXA 500 Managed Volatility Portfoli 8.37B 27.35 10.23 12.30
  AXA Aggressive Strategy Portfolio C 5.64B 18.41 5.62 8.04
  AXA Growth Strategy Fund Class IB 4.81B 16.33 4.72 7.13
  AXA Large Cap Growth Managed Vol IB 4.94B 30.02 8.60 14.13
  EQ/Equity 500 Index Portfolio Clasa 3.48B 27.41 10.82 12.69

Top Funds for Large Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Total Stock Market Ins Pls 740.1B 27.63 10.36 -
  Fidelity 500 Index Institutional Pr 631.62B 28.05 11.42 13.34
  Vanguard 500 Index Admiral 577.55B 28.02 11.39 13.31
  Vanguard Total Stock Market Admiral 421.1B 27.60 10.34 12.84
  Vanguard 500 Index Institutional Se 204.82B 28.06 11.42 -

Top Holdings

Name ISIN Weight % Last Change %
  Apple US0378331005 7.09 255.59 -1.32%
  NVIDIA US67066G1040 6.74 137.01 -2.09%
  Microsoft US5949181045 6.23 430.53 -1.73%
  Amazon.com US0231351067 3.59 223.75 -1.45%
  Meta Platforms US30303M1027 2.56 599.81 -0.59%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Buy Buy
Technical Indicators Strong Sell Strong Buy Strong Buy
Summary Strong Sell Strong Buy Strong Buy
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