MyPlanIQ 401k Investor AXA Equitable 401(k) Plan

AXA Equitable 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate AREAX AllianceBernstein Global Real Estate Securities Fund,
REAL ESTATE MUSDX Morgan Stanley Instl FD Inc US Real Estate Portfolio Fund,
INTERNATIONAL EQUITY
Foreign Large Value AIVRX Alliance Bernstein, L.P.
Foreign Large Blend AIZAX AllianceBernstein International Value Fund Institutional Class,
Others
Moderate Allocation DODBX Dodge & Cox Balanced Fund
ROOT CASH Fidelity Money Market Portfolio Fund
ROOT CASH Colchester Street Trust: Money Market Portfolio Fund,
US EQUITY
SMALL VALUE VISVX EQ/GAMCO Small Co Value Portfolio Class IA Fund,
LARGE VALUE FTA Multimanager Large Cap Value Portfolio Fund,
Small Growth HIASX EQ/International Growth Class IA Fund
Total Available Funds: 21
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate AREAX AllianceBernstein Global Real Estate Securities Fund,
REAL ESTATE MUSDX Morgan Stanley Instl FD Inc US Real Estate Portfolio Fund,
INTERNATIONAL EQUITY
Foreign Large Value AIVRX Alliance Bernstein, L.P.
Foreign Large Blend AIZAX AllianceBernstein International Value Fund Institutional Class,
Others
Moderate Allocation DODBX Dodge & Cox Balanced Fund
ROOT CASH Fidelity Money Market Portfolio Fund
ROOT CASH Colchester Street Trust: Money Market Portfolio Fund,
US EQUITY
SMALL VALUE VISVX EQ/GAMCO Small Co Value Portfolio Class IA Fund,
LARGE VALUE FTA Multimanager Large Cap Value Portfolio Fund,
Small Growth HIASX EQ/International Growth Class IA Fund
MID-CAP VALUE ABYSX AllianceBernstein US Small & Mid Cap Index Fund,
Mid-Cap Growth MPEGX Morgan Stanley Instl FD Inc Mid Cap Growth I Fund,
MID-CAP VALUE NAMAX Columbia Mid Cap Value Fund Class Z Fund,
Small Growth QUASX EQ/AllianceBernstein Small Cap Growth Fund,
LARGE GROWTH NFEAX EQ/MARSICO Focus A Fund
LARGE BLEND muli Multimanager Large Cap Core Equity Portfolio Fund,
Small Growth WGGIX Winslow Green Growth Instl CL Fund
LARGE BLEND ABBAX AllianceBernstein US Large Cap Index Fund,
FIXED INCOME
Intermediate-Term Bond PTTDX PIMCO Total Return Inst CL Fund
High Yield Bond GSHAX Goldman Sachs High Yield Fund Institutional Class,
Intermediate-Term Bond ABQUX AllianceBernstein US Aggregate Bond Index Fund,
Total Available Funds: 21
  • 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
REAL ESTATE
Global Real Estate AREAX AllianceBernstein Global Real Estate Securities Fund, 46% 3 60 0 1.81% 1.32%
REAL ESTATE MUSDX Morgan Stanley Instl FD Inc US Real Estate Portfolio Fund, 42% 3 60 0 0.83% 2.1%
INTERNATIONAL EQUITY
Foreign Large Value AIVRX Alliance Bernstein, L.P. 32% 3 60 0 1.25% 0.95%
Foreign Large Blend AIZAX AllianceBernstein International Value Fund Institutional Class, 0% 3 60 0 1.27% 0.35%
Others
Moderate Allocation DODBX Dodge & Cox Balanced Fund 93% 3 60 0 0.42% 5.82%
ROOT CASH Fidelity Money Market Portfolio Fund 0% 1 60 0 NA 2.67%
ROOT CASH Colchester Street Trust: Money Market Portfolio Fund, 0% 1 60 0 NA 2.67%
US EQUITY
SMALL VALUE VISVX EQ/GAMCO Small Co Value Portfolio Class IA Fund, 100% 3 60 0 0.06% 2.38%
LARGE VALUE FTA Multimanager Large Cap Value Portfolio Fund, 95% 3 60 0 0.6% 2.38%
Small Growth HIASX EQ/International Growth Class IA Fund 88% 3 60 0 1.04% 0%
MID-CAP VALUE ABYSX AllianceBernstein US Small & Mid Cap Index Fund, 87% 3 60 0 1.08% 7.6%
Mid-Cap Growth MPEGX Morgan Stanley Instl FD Inc Mid Cap Growth I Fund, 80% 3 60 0 0.74% 0%
MID-CAP VALUE NAMAX Columbia Mid Cap Value Fund Class Z Fund, 76% 3 60 0 1.13% 1.68%
Small Growth QUASX EQ/AllianceBernstein Small Cap Growth Fund, 48% 3 60 0 1.03% 0%
LARGE GROWTH NFEAX EQ/MARSICO Focus A Fund 40% 3 60 0 0.8% 0%
LARGE BLEND muli Multimanager Large Cap Core Equity Portfolio Fund, 0% 3 60 0 NA NA
Small Growth WGGIX Winslow Green Growth Instl CL Fund 0% 3 60 0 1.1% 0%
LARGE BLEND ABBAX AllianceBernstein US Large Cap Index Fund, 0% 3 60 0 NA 0%
FIXED INCOME
Intermediate-Term Bond PTTDX PIMCO Total Return Inst CL Fund 65% 3 60 0 0.75% 3.66%
High Yield Bond GSHAX Goldman Sachs High Yield Fund Institutional Class, 48% 3 60 0 0.7% 6.06%
Intermediate-Term Bond ABQUX AllianceBernstein US Aggregate Bond Index Fund, 48% 3 60 0 1.02% 3.97%
Average Expense Ratio: 0.92%
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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 5.5% 6.9% 4.1% 4.7% 5.1% 4.7%

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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 to Create Model Portfolio

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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(Ticker:AXA)
The plan consists of 22 funds. It covers 4 major asset classes and 15 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity and REITs.


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