MyPlanIQ 401k Investor AXA Equitable Accumulator Select Variable Annuity

AXA Equitable Accumulator Select Variable Annuity

Investment Menu Rating:

Investment Options
Total Available Funds: 39
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK OGLYX EQ/Oppenheimer Global Portfolio
Foreign Large Growth MGRAX EQ/MFS International Growth Portfolio
INTERNATIONAL EQUITY VGTSX EQ/International Equity Index Portfolio
Others
Aggressive Allocation VBINX AXA Aggressive Allocation Portfolio
Conservative Allocation VWINX AXA Conservative Allocation Portfolio
Conservative Allocation FTCIX EQ/Franklin Templeton Allocation Portfolio
FIXED INCOME
ULTRASHORT BOND VFISX EQ/PIMCO Ultra Short Bond Portfolio
Intermediate-Term Bond VBMFX EQ/Core Bond Index Portfolio
Intermediate-Term Bond VFICX Multimanager Core Bond Portfolio
Total Available Funds: 39
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK OGLYX EQ/Oppenheimer Global Portfolio
Foreign Large Growth MGRAX EQ/MFS International Growth Portfolio
INTERNATIONAL EQUITY VGTSX EQ/International Equity Index Portfolio
WORLD STOCK IGGAX EQ/Templeton Global Equity Portfolio
Others
Aggressive Allocation VBINX AXA Aggressive Allocation Portfolio
Conservative Allocation VWINX AXA Conservative Allocation Portfolio
Conservative Allocation FTCIX EQ/Franklin Templeton Allocation Portfolio
Moderate Allocation FBLAX EQ/Franklin Core Balanced Portfolio
ROOT CASH EQ/Money Market Portfolio
Moderate Allocation VAAPX AXA Moderate Allocation Portfolio
FIXED INCOME
ULTRASHORT BOND VFISX EQ/PIMCO Ultra Short Bond Portfolio
Intermediate-Term Bond VBMFX EQ/Core Bond Index Portfolio
Intermediate-Term Bond VFICX Multimanager Core Bond Portfolio
Intermediate Government VFITX EQ/Intermediate Government Bond Portfolio
WORLD BOND PIGLX EQ/Global Bond PLUS Portfolio
US EQUITY
LARGE GROWTH PRGFX EQ/T. Rowe Price Growth Stock Portfolio
Small Growth VISGX Multimanager Small Cap Growth Portfolio
LARGE VALUE TWEIX EQ/Boston Advisors Equity Income Portfolio
SMALL BLEND NAESX EQ/Small Company Index Portfolio
MID-CAP VALUE IWS EQ/Mid Cap Index Portfolio
LARGE GROWTH IWF EQ/Equity Growth PLUS Portfolio
LARGE GROWTH VWUSX EQ/Large Cap Growth PLUS Portfolio
Mid-Cap Growth VMGIX Multimanager Mid Cap Growth Portfolio
LARGE BLEND VFINX EQ/Equity 500 Index Portfolio
LARGE VALUE VIVAX EQ/Large Cap Value Index Portfolio
LARGE VALUE VIVAX EQ/International Value PLUS Portfolio
LARGE BLEND FGRIX EQ/UBS Growth and Income Portfolio
MID-CAP VALUE MARFX EQ/Mid Cap Value PLUS Portfolio
LARGE VALUE MABAX EQ/BlackRock Basic Value Equity Portfolio
LARGE BLEND ISFIX EQ/Davis New York Venture Portfolio
LARGE BLEND BILPX EQ/Large Cap Core PLUS Portfolio
SMALL VALUE FRVLX EQ/AXA Franklin Small Cap Value Core Portfolio
SMALL BLEND WESCX EQ/GAMCO Small Company Value Portfolio
LARGE VALUE ACSTX EQ/Van Kampen Comstock Portfolio
LARGE BLEND MSOAX EQ/Common Stock Index Portfolio
MID-CAP VALUE ABSKX EQ/AllianceBernstein Small Cap Growth Portfolio
LARGE VALUE IJVIX EQ/JPMorgan Value Opportunities Portfolio
LARGE GROWTH EKONX EQ/Wells Fargo Omega Growth Portfolio
LARGE BLEND LRLFX EQ/Lord Abbett Large Cap Core Portfolio
Total Available Funds: 39
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
INTERNATIONAL EQUITY
WORLD STOCK OGLYX EQ/Oppenheimer Global Portfolio 85% 1 60 0 1.31% 0%
Foreign Large Growth MGRAX EQ/MFS International Growth Portfolio 60% 1 60 0 0.7% 1.36%
INTERNATIONAL EQUITY VGTSX EQ/International Equity Index Portfolio 16% 1 60 0 0.08% 1.64%
WORLD STOCK IGGAX EQ/Templeton Global Equity Portfolio 0% 1 60 0 1.5% 17%
Others
Aggressive Allocation VBINX AXA Aggressive Allocation Portfolio 92% 1 60 0 0.07% 1.63%
Conservative Allocation VWINX AXA Conservative Allocation Portfolio 90% 1 60 0 0.16% 6.6%
Conservative Allocation FTCIX EQ/Franklin Templeton Allocation Portfolio 64% 1 60 0 0.61% 1.98%
Moderate Allocation FBLAX EQ/Franklin Core Balanced Portfolio 52% 1 60 0 1.16% 3.88%
ROOT CASH EQ/Money Market Portfolio 0% 1 60 0 NA 5.51%
Moderate Allocation VAAPX AXA Moderate Allocation Portfolio 0% 1 60 0 NA 1.61%
FIXED INCOME
ULTRASHORT BOND VFISX EQ/PIMCO Ultra Short Bond Portfolio 100% 1 60 0 0.1% 4.01%
Intermediate-Term Bond VBMFX EQ/Core Bond Index Portfolio 100% 1 60 0 0.15% 3.19%
Intermediate-Term Bond VFICX Multimanager Core Bond Portfolio 99% 1 60 0 0.2% 4.14%
Intermediate Government VFITX EQ/Intermediate Government Bond Portfolio 97% 1 60 0 0.2% 3.96%
WORLD BOND PIGLX EQ/Global Bond PLUS Portfolio 0% 1 60 0 0.57% 10.5%
US EQUITY
LARGE GROWTH PRGFX EQ/T. Rowe Price Growth Stock Portfolio 100% 1 60 0 0% 0%
Small Growth VISGX Multimanager Small Cap Growth Portfolio 100% 1 60 0 0.07% 0.37%
LARGE VALUE TWEIX EQ/Boston Advisors Equity Income Portfolio 100% 1 60 0 1.18% 2.69%
SMALL BLEND NAESX EQ/Small Company Index Portfolio 99% 1 60 0 0.03% 1.38%
MID-CAP VALUE IWS EQ/Mid Cap Index Portfolio 99% 1 60 0 0.23% 1.7%
LARGE GROWTH IWF EQ/Equity Growth PLUS Portfolio 99% 1 60 0 0.19% 0.59%
LARGE GROWTH VWUSX EQ/Large Cap Growth PLUS Portfolio 99% 1 60 0 0.3% 0.24%
Mid-Cap Growth VMGIX Multimanager Mid Cap Growth Portfolio 98% 1 60 0 0.19% 0.65%
LARGE BLEND VFINX EQ/Equity 500 Index Portfolio 97% 1 60 0 0.14% 1.38%
LARGE VALUE VIVAX EQ/Large Cap Value Index Portfolio 95% 1 60 0 0.05% 2.45%
LARGE VALUE VIVAX EQ/International Value PLUS Portfolio 95% 1 60 0 0.05% 2.45%
LARGE BLEND FGRIX EQ/UBS Growth and Income Portfolio 95% 1 60 0 0.58% 1.19%
MID-CAP VALUE MARFX EQ/Mid Cap Value PLUS Portfolio 89% 1 60 0 1% 1.95%
LARGE VALUE MABAX EQ/BlackRock Basic Value Equity Portfolio 85% 1 60 0 0.54% 2.52%
LARGE BLEND ISFIX EQ/Davis New York Venture Portfolio 67% 1 60 0 0.95% 0.53%
LARGE BLEND BILPX EQ/Large Cap Core PLUS Portfolio 65% 1 60 0 1.52% 1.6%
SMALL VALUE FRVLX EQ/AXA Franklin Small Cap Value Core Portfolio 55% 1 60 0 1.73% 0%
SMALL BLEND WESCX EQ/GAMCO Small Company Value Portfolio 48% 1 60 0 1.25% 0.75%
LARGE VALUE ACSTX EQ/Van Kampen Comstock Portfolio 48% 1 60 0 1.55% 1.86%
LARGE BLEND MSOAX EQ/Common Stock Index Portfolio 26% 1 60 0 0.63% 0.29%
MID-CAP VALUE ABSKX EQ/AllianceBernstein Small Cap Growth Portfolio 0% 1 60 0 0.86% 120.75%
LARGE VALUE IJVIX EQ/JPMorgan Value Opportunities Portfolio 0% 1 60 0 NA 1.93%
LARGE GROWTH EKONX EQ/Wells Fargo Omega Growth Portfolio 0% 1 60 0 1.51% 16.67%
LARGE BLEND LRLFX EQ/Lord Abbett Large Cap Core Portfolio 0% 1 60 0 0.73% 1.47%
Average Expense Ratio: 0.63%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.6% 9.3% 4.8% 8.8% 7.0% 7.4%

Sign up or Login first to get rebalance emails for this portfolio

Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow -12.9% -11.1% 5.7% 5.3% 6.0% 4.4%

Sign up or Login and subscribe to get rebalance emails for this portfolio

Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 2.2% 10.8% 6.5% 6.7% 7.6% 8.8%

Sign up or Login and subscribe to get rebalance emails for this portfolio

Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.4% 8.2% 1.1% 3.9% 6.1% 7.2%

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description
The plan consists of 55 funds. It covers 3 major asset classes and 18 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

This plan was created upon a user's request. More plan information can be found here.



Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.