MyPlanIQ 401k Investor AXA Equitable Accumulator Select Variable Annuity

AXA Equitable Accumulator Select Variable Annuity

This Plan is unrated.
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
MID-CAP VALUE ABSKX EQ/AllianceBernstein Small Cap Growth Portfolio
SMALL VALUE FRVLX EQ/AXA Franklin Small Cap Value Core Portfolio
LARGE VALUE ACSTX EQ/Van Kampen Comstock Portfolio
SMALL BLEND WESCX EQ/GAMCO Small Company Value Portfolio
LARGE BLEND MSOAX EQ/Common Stock Index Portfolio
LARGE GROWTH EKONX EQ/Wells Fargo Omega Growth Portfolio
LARGE VALUE IJVIX EQ/JPMorgan Value Opportunities 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 62% 1 60 0 0.7% 0%
INTERNATIONAL EQUITY VGTSX EQ/International Equity Index Portfolio 16% 1 60 0 0.08% 3.12%
WORLD STOCK IGGAX EQ/Templeton Global Equity Portfolio 0% 1 60 0 1.5% 1.95%
Others
Aggressive Allocation VBINX AXA Aggressive Allocation Portfolio 93% 1 60 0 0.07% 1.83%
Conservative Allocation VWINX AXA Conservative Allocation Portfolio 90% 1 60 0 0.16% 3.39%
Conservative Allocation FTCIX EQ/Franklin Templeton Allocation Portfolio 64% 1 60 0 0.61% 2.5%
Moderate Allocation FBLAX EQ/Franklin Core Balanced Portfolio 53% 1 60 0 1.16% 4.42%
ROOT CASH EQ/Money Market Portfolio 0% 1 60 0 NA 4.14%
Moderate Allocation VAAPX AXA Moderate Allocation Portfolio 0% 1 60 0 NA 1.02%
FIXED INCOME
ULTRASHORT BOND VFISX EQ/PIMCO Ultra Short Bond Portfolio 100% 1 60 0 0.1% 4.13%
Intermediate-Term Bond VBMFX EQ/Core Bond Index Portfolio 100% 1 60 0 0.15% 3.15%
Intermediate-Term Bond VFICX Multimanager Core Bond Portfolio 99% 1 60 0 0.2% 4.04%
Intermediate Government VFITX EQ/Intermediate Government Bond Portfolio 97% 1 60 0 0.2% 3.38%
WORLD BOND PIGLX EQ/Global Bond PLUS Portfolio 0% 1 60 0 0.57% 4.88%
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% 0.54%
LARGE VALUE TWEIX EQ/Boston Advisors Equity Income Portfolio 100% 1 60 0 1.18% 2.37%
SMALL BLEND NAESX EQ/Small Company Index Portfolio 99% 1 60 0 0.03% 1.4%
MID-CAP VALUE IWS EQ/Mid Cap Index Portfolio 99% 1 60 0 0.23% 1.71%
LARGE GROWTH IWF EQ/Equity Growth PLUS Portfolio 99% 1 60 0 0.19% 0.61%
LARGE GROWTH VWUSX EQ/Large Cap Growth PLUS Portfolio 99% 1 60 0 0.3% 0.25%
Mid-Cap Growth VMGIX Multimanager Mid Cap Growth Portfolio 98% 1 60 0 0.19% 0.58%
LARGE BLEND VFINX EQ/Equity 500 Index Portfolio 98% 1 60 0 0.14% 1.27%
LARGE VALUE VIVAX EQ/Large Cap Value Index Portfolio 96% 1 60 0 0.05% 2.23%
LARGE VALUE VIVAX EQ/International Value PLUS Portfolio 96% 1 60 0 0.05% 2.23%
LARGE BLEND FGRIX EQ/UBS Growth and Income Portfolio 95% 1 60 0 0.58% 1.47%
MID-CAP VALUE MARFX EQ/Mid Cap Value PLUS Portfolio 88% 1 60 0 1% 1.61%
LARGE VALUE MABAX EQ/BlackRock Basic Value Equity Portfolio 86% 1 60 0 0.54% 4.93%
LARGE BLEND ISFIX EQ/Davis New York Venture Portfolio 68% 1 60 0 0.95% 44.32%
LARGE BLEND BILPX EQ/Large Cap Core PLUS Portfolio 66% 1 60 0 1.52% 2.4%
MID-CAP VALUE ABSKX EQ/AllianceBernstein Small Cap Growth Portfolio 61% 1 60 0 0.86% 6%
SMALL VALUE FRVLX EQ/AXA Franklin Small Cap Value Core Portfolio 55% 1 60 0 1.73% 0.35%
LARGE VALUE ACSTX EQ/Van Kampen Comstock Portfolio 49% 1 60 0 1.55% 1.32%
SMALL BLEND WESCX EQ/GAMCO Small Company Value Portfolio 48% 1 60 0 1.25% 2.84%
LARGE BLEND MSOAX EQ/Common Stock Index Portfolio 26% 1 60 0 0.63% 0.51%
LARGE GROWTH EKONX EQ/Wells Fargo Omega Growth Portfolio 6% 1 60 0 1.51% 4.35%
LARGE VALUE IJVIX EQ/JPMorgan Value Opportunities Portfolio 0% 1 60 0 NA 0%
LARGE BLEND LRLFX EQ/Lord Abbett Large Cap Core Portfolio 0% 1 60 0 0.73% 1.35%
Average Expense Ratio: 0.63%
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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 2.5% 8.1% 4.1% 9.4% 6.7% 8.4%

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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 1.1% 9.6% -2.4% 4.6% 6.0% 8.1%

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*     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.



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