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
Foreign Large Growth MGRAX EQ/MFS International Growth Portfolio
WORLD STOCK OGLYX EQ/Oppenheimer Global Portfolio
INTERNATIONAL EQUITY VGTSX EQ/International Equity Index Portfolio
Others
Conservative Allocation FTCIX EQ/Franklin Templeton Allocation Portfolio
Aggressive Allocation VBINX AXA Aggressive Allocation Portfolio
Conservative Allocation VWINX AXA Conservative Allocation Portfolio
FIXED INCOME
Intermediate-Term Bond VFICX Multimanager Core Bond Portfolio
Intermediate Government VFITX EQ/Intermediate Government Bond Portfolio
ULTRASHORT BOND VFISX EQ/PIMCO Ultra Short Bond Portfolio
Total Available Funds: 39
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth MGRAX EQ/MFS International Growth Portfolio
WORLD STOCK OGLYX EQ/Oppenheimer Global Portfolio
INTERNATIONAL EQUITY VGTSX EQ/International Equity Index Portfolio
WORLD STOCK IGGAX EQ/Templeton Global Equity Portfolio
Others
Conservative Allocation FTCIX EQ/Franklin Templeton Allocation Portfolio
Aggressive Allocation VBINX AXA Aggressive Allocation Portfolio
Conservative Allocation VWINX AXA Conservative 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
Intermediate-Term Bond VFICX Multimanager Core Bond Portfolio
Intermediate Government VFITX EQ/Intermediate Government Bond Portfolio
ULTRASHORT BOND VFISX EQ/PIMCO Ultra Short Bond Portfolio
Intermediate-Term Bond VBMFX EQ/Core Bond Index Portfolio
WORLD BOND PIGLX EQ/Global Bond PLUS Portfolio
US EQUITY
LARGE GROWTH VWUSX EQ/Large Cap Growth PLUS Portfolio
SMALL VALUE FRVLX EQ/AXA Franklin Small Cap Value Core Portfolio
LARGE BLEND VFINX EQ/Equity 500 Index Portfolio
SMALL BLEND NAESX EQ/Small Company Index Portfolio
LARGE GROWTH EKONX EQ/Wells Fargo Omega Growth Portfolio
LARGE GROWTH IWF EQ/Equity Growth PLUS Portfolio
LARGE VALUE TWEIX EQ/Boston Advisors Equity Income Portfolio
MID-CAP VALUE MARFX EQ/Mid Cap Value PLUS Portfolio
LARGE BLEND ISFIX EQ/Davis New York Venture Portfolio
LARGE VALUE VIVAX EQ/Large Cap Value Index Portfolio
LARGE VALUE VIVAX EQ/International Value PLUS Portfolio
LARGE GROWTH PRGFX EQ/T. Rowe Price Growth Stock Portfolio
Small Growth VISGX Multimanager Small Cap Growth Portfolio
Mid-Cap Growth VMGIX Multimanager Mid Cap Growth Portfolio
LARGE BLEND MSOAX EQ/Common Stock Index Portfolio
LARGE BLEND BILPX EQ/Large Cap Core PLUS Portfolio
SMALL BLEND WESCX EQ/GAMCO Small Company Value Portfolio
MID-CAP VALUE IWS EQ/Mid Cap Index Portfolio
LARGE BLEND FGRIX EQ/UBS Growth and Income Portfolio
LARGE VALUE ACSTX EQ/Van Kampen Comstock Portfolio
MID-CAP VALUE ABSKX EQ/AllianceBernstein Small Cap Growth Portfolio
LARGE VALUE MABAX EQ/BlackRock Basic Value Equity 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
Foreign Large Growth MGRAX EQ/MFS International Growth Portfolio 80% 1 60 0 1.37% 2.23%
WORLD STOCK OGLYX EQ/Oppenheimer Global Portfolio 76% 1 60 0 0.9% 6.49%
INTERNATIONAL EQUITY VGTSX EQ/International Equity Index Portfolio 16% 1 60 0 0.22% 3%
WORLD STOCK IGGAX EQ/Templeton Global Equity Portfolio 5% 1 60 0 1.5% 1.95%
Others
Conservative Allocation FTCIX EQ/Franklin Templeton Allocation Portfolio 66% 1 60 0 1.1% 2.18%
Aggressive Allocation VBINX AXA Aggressive Allocation Portfolio 58% 1 60 0 0.23% 1.47%
Conservative Allocation VWINX AXA Conservative Allocation Portfolio 54% 1 60 0 0.25% 3.94%
Moderate Allocation FBLAX EQ/Franklin Core Balanced Portfolio 46% 1 60 0 1.02% 4.54%
ROOT CASH EQ/Money Market Portfolio 0% 1 60 0 NA 1.27%
Moderate Allocation VAAPX AXA Moderate Allocation Portfolio 0% 1 60 0 NA 1.02%
FIXED INCOME
Intermediate-Term Bond VFICX Multimanager Core Bond Portfolio 94% 1 60 0 0.2% 3.35%
Intermediate Government VFITX EQ/Intermediate Government Bond Portfolio 76% 1 60 0 0.2% 2.29%
ULTRASHORT BOND VFISX EQ/PIMCO Ultra Short Bond Portfolio 67% 1 60 0 0.2% 2.45%
Intermediate-Term Bond VBMFX EQ/Core Bond Index Portfolio 61% 1 60 0 0.2% 2.65%
WORLD BOND PIGLX EQ/Global Bond PLUS Portfolio 43% 1 60 0 0.55% 2.55%
US EQUITY
LARGE GROWTH VWUSX EQ/Large Cap Growth PLUS Portfolio 95% 1 60 0 0.44% 11.69%
SMALL VALUE FRVLX EQ/AXA Franklin Small Cap Value Core Portfolio 92% 1 60 0 1.22% 8.9%
LARGE BLEND VFINX EQ/Equity 500 Index Portfolio 91% 1 60 0 0.17% 1.78%
SMALL BLEND NAESX EQ/Small Company Index Portfolio 90% 1 60 0 0.3% 0.76%
LARGE GROWTH EKONX EQ/Wells Fargo Omega Growth Portfolio 90% 1 60 0 0.8% 12.09%
LARGE GROWTH IWF EQ/Equity Growth PLUS Portfolio 83% 1 60 0 0.2% 0.51%
LARGE VALUE TWEIX EQ/Boston Advisors Equity Income Portfolio 81% 1 60 0 0.95% 1.66%
MID-CAP VALUE MARFX EQ/Mid Cap Value PLUS Portfolio 77% 1 60 0 0.89% 3.08%
LARGE BLEND ISFIX EQ/Davis New York Venture Portfolio 74% 1 60 0 0.75% 11.33%
LARGE VALUE VIVAX EQ/Large Cap Value Index Portfolio 74% 1 60 0 0.24% 1.65%
LARGE VALUE VIVAX EQ/International Value PLUS Portfolio 74% 1 60 0 0.24% 1.65%
LARGE GROWTH PRGFX EQ/T. Rowe Price Growth Stock Portfolio 62% 1 60 0 0.7% 0%
Small Growth VISGX Multimanager Small Cap Growth Portfolio 60% 1 60 0 0.24% 0.28%
Mid-Cap Growth VMGIX Multimanager Mid Cap Growth Portfolio 52% 1 60 0 0.24% 0.42%
LARGE BLEND MSOAX EQ/Common Stock Index Portfolio 51% 1 60 0 0.99% 0.86%
LARGE BLEND BILPX EQ/Large Cap Core PLUS Portfolio 51% 1 60 0 1.98% 4.93%
SMALL BLEND WESCX EQ/GAMCO Small Company Value Portfolio 47% 1 60 0 1.5% 9.09%
MID-CAP VALUE IWS EQ/Mid Cap Index Portfolio 34% 1 60 0 0.25% 0.88%
LARGE BLEND FGRIX EQ/UBS Growth and Income Portfolio 30% 1 60 0 0.72% 0.81%
LARGE VALUE ACSTX EQ/Van Kampen Comstock Portfolio 19% 1 60 0 0.84% 3.56%
MID-CAP VALUE ABSKX EQ/AllianceBernstein Small Cap Growth Portfolio 18% 1 60 0 1.25% 6.42%
LARGE VALUE MABAX EQ/BlackRock Basic Value Equity Portfolio 12% 1 60 0 0.55% 4.74%
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: 0.68%
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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 13.5% 18.8% 9.7% 8.6% 7.4% 6.6%

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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 1.4% 7.4% 6.9% 8.5% 8.1% 8.6%

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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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