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

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87.555 +0.650    +0.74%
07/11 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 6.97B
Type:  Fund
Market:  United States
Issuer:  AXA Equitable
Asset Class:  Equity
EQ/Equity 500 Index Portfolio Class IB 87.555 +0.650 +0.74%

0P00003D0Z 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 Change33.55%
Prev. Close86.908
Risk Rating
TTM Yield0.85%
ROE33.56%
IssuerAXA Equitable
Turnover2%
ROA15.33%
Inception DateMay 01, 1997
Total Assets6.97B
Expenses0.54%
Min. InvestmentN/A
Market Cap316.15B
CategoryLarge Blend
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1191 1072 1264 1287 2036 3195
Fund Return 19.07% 7.24% 26.42% 8.78% 15.28% 12.32%
Place in category 133 105 137 120 100 79
% in Category 35 41 41 36 40 33

Top Equity Funds by Equitable

  Name Rating Total Assets YTD% 3Y% 10Y%
  AXA 500 Managed Volatility Portfoli 8.32B 21.48 10.70 12.33
  AXA Aggressive Strategy Portfolio C 5.59B 14.57 5.41 8.08
  AXA Growth Strategy Fund Class IB 4.82B 13.19 4.59 7.20
  AXA Large Cap Growth Managed Vol IB 4.67B 22.57 9.02 14.04
  EQ/Equity 500 Index Portfolio Clasa 3.36B 19.07 8.78 12.32

Top Funds for Large Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Total Stock Market Ins Pls 713.87B 19.69 7.49 -
  Fidelity 500 Index Institutional Pr 592.67B 20.96 9.07 12.99
  Vanguard 500 Index Admiral 552.77B 20.93 9.04 12.96
  Vanguard Total Stock Market Admiral 401.69B 19.67 7.47 12.38
  Vanguard 500 Index Institutional Se 193.35B 20.96 9.07 -

Top Holdings

Name ISIN Weight % Last Change %
  Apple US0378331005 6.86 227.35 +0.05%
  Microsoft US5949181045 6.67 424.36 -0.25%
  NVIDIA US67066G1040 6.17 147.32 -1.05%
  Amazon.com US0231351067 3.67 209.27 -0.37%
  Meta Platforms US30303M1027 2.23 586.15 -0.94%

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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