MyPlanIQ 401k Investor AXA Equitable Incentive Life Legacy

AXA Equitable Incentive Life Legacy

This Plan is unrated.
Investment Options
Total Available Funds: 69
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Retirement Emerging Markets Equity Portfolio
DIVERSIFIED EMERGING MKTS TDADX Templeton Developing Markets Securities Fund
REAL ESTATE
Global Real Estate IGREX Invesco V.I. Global Real Estate Fund
INTERNATIONAL EQUITY
Foreign Large Growth AIEVX Invesco V.I. International Growth Fund
Foreign Large Growth MGRAX EQ/International Growth
Foreign Large Value MGIAX MFS International value Portfolio
COMMODITIES
COMMODITIES BROAD BASKET PCRPX PIMCO Commodity Real Return Strategy Portfolio
Others
Technology VITAX Multimanager Technology
Natural Resources GHAIX Van Eck VIP Global Hard Assets Fund
Equity Energy IVEIX Ivy Funds VIP Energy
Total Available Funds: 69
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Retirement Emerging Markets Equity Portfolio
DIVERSIFIED EMERGING MKTS TDADX Templeton Developing Markets Securities Fund
REAL ESTATE
Global Real Estate IGREX Invesco V.I. Global Real Estate Fund
INTERNATIONAL EQUITY
Foreign Large Growth AIEVX Invesco V.I. International Growth Fund
Foreign Large Growth MGRAX EQ/International Growth
Foreign Large Value MGIAX MFS International value Portfolio
Foreign Large Blend MDIIX EQ/International Core PLUS
Foreign Large Blend VGTSX EQ/International Equity Index Portfolio
Foreign Large Blend AIZAX Multimanager International Equity
Foreign Large Blend AIZAX AXA Tactical Manager International-I
Foreign Large Value MAIVX EQ/BlackRock International Value EQ/International Value PLUS Portfolio
COMMODITIES
COMMODITIES BROAD BASKET PCRPX PIMCO Commodity Real Return Strategy Portfolio
Others
Technology VITAX Multimanager Technology
Natural Resources GHAIX Van Eck VIP Global Hard Assets Fund
Equity Energy IVEIX Ivy Funds VIP Energy
ROOT CASH EQ/Money Market
FIXED INCOME
Intermediate-Term Bond VBMFX EQ/Core Bond Index
Intermediate-Term Bond VFICX EQ/Quality Bond Plus
Intermediate Government VFITX EQ/Intermediate Government Bond Index
Multisector Bond FKSAX Franklin Strategic Income Securities Fund
Inflation-Protected Bond PRRIX PIMCO Real Return Strategy Portfolio
ULTRASHORT BOND MWUIX EQ/PIMCO Ultra Short Bond
Intermediate-Term Bond PTTPX PIMCO Total Return Portfolio
WORLD BOND TGBAX EQ/Global Bond PLUS
Intermediate-Term Bond CCIAX Multimanager Core Bond
US EQUITY
LARGE GROWTH PRGFX EQ/T.Rowe Price Growth Stock
SMALL BLEND IWM AXA Tactical Manager 2000-I
SMALL BLEND NAESX EQ/Small Company Index
Mid-Cap Growth VMGIX Multimanager Mid Cap Growth
LARGE BLEND VFINX AXA Tactical Manager 500-I
LARGE BLEND VFINX EQ/Equity 500 Index
LARGE VALUE PRFDX T.Rowe Price Equity Income II
MID-CAP VALUE VMVIX Multimanager Mid Cap Value
MID-CAP VALUE VMVIX EQ/Mid Cap Value PLUS
LARGE GROWTH FCNTX Fidelity VIP Contrafund Portfolio
LARGE BLEND FGRIX Fidelity VIP Growth & Income Portfolio
MID-CAP BLEND IJH AXA Tactical Manager 400-I
LARGE GROWTH EOMYX EQ/Wells Fargo Advantage Omega Growth
MID-CAP VALUE GCMAX Goldman Sachs VIT Mid Cap Value Fund
LARGE BLEND MITIX MFS Investors Trust Series
SMALL VALUE FVADX Franklin Small Cap Value Securities fund
LARGE VALUE MABAX EQ/BlackRock Basic Value Equity
Mid-Cap Growth FIIMX Fidelity VIP Mid Cap Portfolio
LARGE BLEND FRDAX Franklin Rising dividends Securities Fund
LARGE GROWTH MGTIX MFS Investors Growth Stock Series
LARGE GROWTH AGFIX Multimanager Aggressive Equity
LARGE GROWTH CISIX EQ/Calert Socially Responsible
Mid-Cap Growth IYMIX Ivy Funds VIP Mid Cap Growth
Small Growth IYSIX Ivy Funds VIP Small Cap Growth
LARGE GROWTH APGAX Multimanager Large Cap Growth
LARGE GROWTH APGAX EQ/Large Cap Growth Index
Small Growth CSGEX Multimanager Small Cap Growth
LARGE VALUE ACSTX EQ/Van Kampen Comstock
Small Growth QUASX EQ/AllianceBernstein Small Cap Growth
LARGE VALUE TESIX Mutual Shares Securities Fund
LARGE VALUE CABDX Multimanager Large Cap Value
MID-CAP VALUE AVIPX American Century VP Mid Cap Value Fund
SMALL BLEND MDSPX Multimanager Small Cap Value
LARGE VALUE ABVAX EQ/Large Cap Value PLUS
SMALL BLEND ATIIX Invesco V.I. Small Cap Equity Fund
LARGE BLEND ABBAX Multimanager Large Cap Core Equity
Mid-Cap Growth DGRAX EQ/Morgan Stanley Mid Cap Growth
LARGE GROWTH MCRGX EQ/Montag & Caldwell Growth
LARGE BLEND LRLFX EQ/Lord Abbett Large Cap Core
LARGE BLEND MDSRX EQ/Large Cap Core PLUS
LARGE VALUE JVOAX EQ/JPMorgan Value Opportunities
LARGE GROWTH MDLHX EQ/Equity Growth PLUS
LARGE BLEND ABBRX EQ/Common Stock Index
MID-CAP BLEND GTAVX Invesco V.I. Mid Cap Core Equity Fund
Total Available Funds: 69
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Retirement Emerging Markets Equity Portfolio 91% 1 60 0 1.07% 4.08%
DIVERSIFIED EMERGING MKTS TDADX Templeton Developing Markets Securities Fund 80% 1 60 0 1.14% 3.89%
REAL ESTATE
Global Real Estate IGREX Invesco V.I. Global Real Estate Fund 92% 1 60 0 0.99% 2.27%
INTERNATIONAL EQUITY
Foreign Large Growth AIEVX Invesco V.I. International Growth Fund 93% 1 60 0 1.27% 1.95%
Foreign Large Growth MGRAX EQ/International Growth 62% 1 60 0 0.7% 2.54%
Foreign Large Value MGIAX MFS International value Portfolio 52% 1 60 0 0.61% 11.12%
Foreign Large Blend MDIIX EQ/International Core PLUS 43% 1 60 0 0.34% 3.02%
Foreign Large Blend VGTSX EQ/International Equity Index Portfolio 16% 1 60 0 0.08% 3.43%
Foreign Large Blend AIZAX Multimanager International Equity 0% 1 60 0 1.27% 0.35%
Foreign Large Blend AIZAX AXA Tactical Manager International-I 0% 1 60 0 1.27% 0.35%
Foreign Large Value MAIVX EQ/BlackRock International Value EQ/International Value PLUS Portfolio 0% 1 60 0 NA 0.18%
COMMODITIES
COMMODITIES BROAD BASKET PCRPX PIMCO Commodity Real Return Strategy Portfolio 68% 1 60 0 1.96% 6.74%
Others
Technology VITAX Multimanager Technology 57% 1 60 0 0.1% 0.93%
Natural Resources GHAIX Van Eck VIP Global Hard Assets Fund 52% 1 60 0 0.95% 2.68%
Equity Energy IVEIX Ivy Funds VIP Energy 51% 1 60 0 1.24% 2.64%
ROOT CASH EQ/Money Market 0% 1 60 0 NA 2.67%
FIXED INCOME
Intermediate-Term Bond VBMFX EQ/Core Bond Index 100% 1 60 0 0.15% 3.17%
Intermediate-Term Bond VFICX EQ/Quality Bond Plus 99% 1 60 0 0.2% 4.14%
Intermediate Government VFITX EQ/Intermediate Government Bond Index 97% 1 60 0 0.2% 3.61%
Multisector Bond FKSAX Franklin Strategic Income Securities Fund 84% 1 60 0 0.55% 4.85%
Inflation-Protected Bond PRRIX PIMCO Real Return Strategy Portfolio 80% 1 60 0 1.37% 3.29%
ULTRASHORT BOND MWUIX EQ/PIMCO Ultra Short Bond 76% 1 60 0 0.34% 4.45%
Intermediate-Term Bond PTTPX PIMCO Total Return Portfolio 68% 1 60 0 0.8% 3.89%
WORLD BOND TGBAX EQ/Global Bond PLUS 52% 1 60 0 0.64% 4.33%
Intermediate-Term Bond CCIAX Multimanager Core Bond 0% 1 60 0 NA 3.15%
US EQUITY
LARGE GROWTH PRGFX EQ/T.Rowe Price Growth Stock 100% 1 60 0 0% 3.9%
SMALL BLEND IWM AXA Tactical Manager 2000-I 99% 1 60 0 0.19% 1.49%
SMALL BLEND NAESX EQ/Small Company Index 99% 1 60 0 0.03% 1.62%
Mid-Cap Growth VMGIX Multimanager Mid Cap Growth 98% 1 60 0 0.19% 0.71%
LARGE BLEND VFINX AXA Tactical Manager 500-I 98% 1 60 0 0.14% 1.57%
LARGE BLEND VFINX EQ/Equity 500 Index 98% 1 60 0 0.14% 1.57%
LARGE VALUE PRFDX T.Rowe Price Equity Income II 97% 1 60 0 1.23% 6.48%
MID-CAP VALUE VMVIX Multimanager Mid Cap Value 96% 1 60 0 0.19% 2.4%
MID-CAP VALUE VMVIX EQ/Mid Cap Value PLUS 96% 1 60 0 0.19% 2.4%
LARGE GROWTH FCNTX Fidelity VIP Contrafund Portfolio 96% 1 60 0 0.55% 3.75%
LARGE BLEND FGRIX Fidelity VIP Growth & Income Portfolio 95% 1 60 0 0.58% 4.28%
MID-CAP BLEND IJH AXA Tactical Manager 400-I 95% 1 60 0 0.05% 1.34%
LARGE GROWTH EOMYX EQ/Wells Fargo Advantage Omega Growth 93% 1 60 0 1.51% 5.11%
MID-CAP VALUE GCMAX Goldman Sachs VIT Mid Cap Value Fund 93% 1 60 0 1.18% 4.99%
LARGE BLEND MITIX MFS Investors Trust Series 87% 1 60 0 0.7% 11.85%
SMALL VALUE FVADX Franklin Small Cap Value Securities fund 87% 1 60 0 1.73% 4.94%
LARGE VALUE MABAX EQ/BlackRock Basic Value Equity 86% 1 60 0 0.54% 5.14%
Mid-Cap Growth FIIMX Fidelity VIP Mid Cap Portfolio 80% 1 60 0 1.25% 5.29%
LARGE BLEND FRDAX Franklin Rising dividends Securities Fund 79% 1 60 0 0.52% 4.98%
LARGE GROWTH MGTIX MFS Investors Growth Stock Series 79% 1 60 0 0.71% 4.59%
LARGE GROWTH AGFIX Multimanager Aggressive Equity 72% 1 60 0 1.23% 6.71%
LARGE GROWTH CISIX EQ/Calert Socially Responsible 71% 1 60 0 1.24% 1.18%
Mid-Cap Growth IYMIX Ivy Funds VIP Mid Cap Growth 67% 1 60 0 0.79% 6.11%
Small Growth IYSIX Ivy Funds VIP Small Cap Growth 65% 1 60 0 1.39% 3.2%
LARGE GROWTH APGAX Multimanager Large Cap Growth 60% 1 60 0 0.95% 2.03%
LARGE GROWTH APGAX EQ/Large Cap Growth Index 60% 1 60 0 0.95% 2.03%
Small Growth CSGEX Multimanager Small Cap Growth 53% 1 60 0 1% 0.2%
LARGE VALUE ACSTX EQ/Van Kampen Comstock 49% 1 60 0 1.55% 8.84%
Small Growth QUASX EQ/AllianceBernstein Small Cap Growth 48% 1 60 0 1.03% 0%
LARGE VALUE TESIX Mutual Shares Securities Fund 45% 1 60 0 1.25% 6.16%
LARGE VALUE CABDX Multimanager Large Cap Value 37% 1 60 0 0.65% 6.9%
MID-CAP VALUE AVIPX American Century VP Mid Cap Value Fund 28% 1 60 0 NA 5.14%
SMALL BLEND MDSPX Multimanager Small Cap Value 28% 1 60 0 0.48% 0.96%
LARGE VALUE ABVAX EQ/Large Cap Value PLUS 27% 1 60 0 1.11% 5.05%
SMALL BLEND ATIIX Invesco V.I. Small Cap Equity Fund 0% 1 60 0 0.93% 36.65%
LARGE BLEND ABBAX Multimanager Large Cap Core Equity 0% 1 60 0 NA 0%
Mid-Cap Growth DGRAX EQ/Morgan Stanley Mid Cap Growth 0% 1 60 0 0.97% 4.69%
LARGE GROWTH MCRGX EQ/Montag & Caldwell Growth 0% 1 60 0 1.32% 20.68%
LARGE BLEND LRLFX EQ/Lord Abbett Large Cap Core 0% 1 60 0 0.73% 1.47%
LARGE BLEND MDSRX EQ/Large Cap Core PLUS 0% 1 60 0 0.56% 1.77%
LARGE VALUE JVOAX EQ/JPMorgan Value Opportunities 0% 1 60 0 0.95% 0.48%
LARGE GROWTH MDLHX EQ/Equity Growth PLUS 0% 1 60 0 0.92% 8.49%
LARGE BLEND ABBRX EQ/Common Stock Index 0% 1 60 0 NA 0%
MID-CAP BLEND GTAVX Invesco V.I. Mid Cap Core Equity Fund 0% 1 60 0 0.87% 20.45%
Average Expense Ratio: 0.8%
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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 4.5% 10.2% 9.1% 9.6% 6.9% 7.5%

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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:)
The plan consists of 87 funds. It covers 6 major asset classes and 26 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, REITs, Foreign Equity, Emerging Market Equity and Commodity.

This is an individual flexible premium variable life insurance policy issued by AXA Equitable Life Insurance Company with variable investment options offered under AXA Equitable's Separate Account FP. For more information, please refer to the prospectus file.

IMPORTANT NOTE: because MyPlanIQ does not have variable trust data, some of these separate accounts are substituted by their equivalent retail funds, which have the same investment managers or the same sub-advisers. These funds should closely track their VT, VIT, VP or VIP fund correspondents.



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