Katieanne32 AXA Equitable Accumulator Select Variable Annuity
Investment Model Portfolios
This plan was created upon a user's request. More plan information can be found here.
Investment options of Katieanne32 AXA Equitable Accumulator Select Variable Annuity
Total Available Funds: 41
| Asset Class |
Ticker
| Description |
| Others |
|
|
| Conservative Allocation |
FTCIX |
EQ/Franklin Templeton Allocation Portfolio |
| Conservative Allocation |
VWINX |
AXA Conservative Allocation Portfolio |
| not found |
no ticker |
AXA Conservative-Plus Allocation Portfolio |
| Moderate Allocation |
VAAPX |
AXA Moderate Allocation Portfolio |
| Moderate Allocation |
FBLAX |
EQ/Franklin Core Balanced Portfolio |
| Aggressive Allocation |
VBINX |
AXA Aggressive Allocation Portfolio |
| ROOT |
CASH |
EQ/Money Market Portfolio |
| Market Neutral |
AMCUX |
US00247C5774 |
|
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Blend |
VGTSX |
EQ/International Core PLUS Portfolio |
| Foreign Large Blend |
SIMTX |
Multimanager International Equity Portfolio |
| Foreign Large Growth |
MGRAX |
EQ/MFS International Growth Portfolio |
| WORLD STOCK |
OGLYX |
EQ/Oppenheimer Global Portfolio |
| WORLD STOCK |
IGGAX |
EQ/Templeton Global Equity Portfolio |
|
| US EQUITY |
|
|
| LARGE VALUE |
VIVAX |
EQ/International Value PLUS Portfolio |
| LARGE BLEND |
MSOAX |
EQ/Common Stock Index Portfolio |
| LARGE BLEND |
ISFIX |
EQ/Davis New York Venture Portfolio |
| LARGE BLEND |
VFINX |
EQ/Equity 500 Index Portfolio |
| LARGE BLEND |
BILPX |
EQ/Large Cap Core PLUS Portfolio |
| LARGE BLEND |
FGRIX |
EQ/UBS Growth and Income Portfolio |
| LARGE GROWTH |
IWF |
EQ/Equity Growth PLUS Portfolio |
| LARGE GROWTH |
VWUSX |
EQ/Large Cap Growth PLUS Portfolio |
| LARGE BLEND |
LRLFX |
EQ/Lord Abbett Large Cap Core Portfolio |
| LARGE GROWTH |
PRGFX |
EQ/T. Rowe Price Growth Stock Portfolio |
| LARGE GROWTH |
EKONX |
EQ/Wells Fargo Omega Growth Portfolio |
| LARGE VALUE |
MABAX |
EQ/BlackRock Basic Value Equity Portfolio |
| LARGE VALUE |
TWEIX |
EQ/Boston Advisors Equity Income Portfolio |
| LARGE VALUE |
IJVIX |
EQ/JPMorgan Value Opportunities Portfolio |
| LARGE VALUE |
ACSTX |
EQ/Van Kampen Comstock Portfolio |
| MID-CAP VALUE |
IWS |
EQ/Mid Cap Index Portfolio |
| Mid-Cap Growth |
VMGIX |
Multimanager Mid Cap Growth Portfolio |
| MID-CAP VALUE |
MARFX |
EQ/Mid Cap Value PLUS Portfolio |
| SMALL VALUE |
FRVLX |
EQ/AXA Franklin Small Cap Value Core Portfolio |
| SMALL BLEND |
WESCX |
EQ/GAMCO Small Company Value Portfolio |
| SMALL BLEND |
NAESX |
EQ/Small Company Index Portfolio |
| MID-CAP VALUE |
ABSKX |
EQ/AllianceBernstein Small Cap Growth Portfolio |
| Small Growth |
VISGX |
Multimanager Small Cap Growth Portfolio |
|
| FIXED INCOME |
|
|
| Intermediate Government |
VFITX |
EQ/Intermediate Government Bond Portfolio |
| Intermediate-Term Bond |
VBMFX |
EQ/Core Bond Index Portfolio |
| WORLD BOND |
PIGLX |
EQ/Global Bond PLUS Portfolio |
| Intermediate-Term Bond |
VFICX |
Multimanager Core Bond Portfolio |
| ULTRASHORT BOND |
VFISX |
EQ/PIMCO Ultra Short Bond Portfolio |
|
Investment model portfolios
We provide two types of investment model portfolios for Katieanne32 AXA Equitable Accumulator Select Variable Annuity participants. You can customize and follow a model portfolio in your plan account.
Types of portfolio strategies
- Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
- Less error-prone
- Infrequent rebalancing or transactions
- Tax efficient for taxable brokerage investments
- Cons:
- Interim loss or drawdown can be substantial
- Possible low returns for an extended period, such as 10 years or longer
- Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
- Reduce large interim loss or drawdown
- Less sensitive to investment entry point
- Likely to improve returns
- Cons
- Demand more frequent rebalancing or transactions
- Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
- Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets
These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.
Let us know (Email us) if you need help to create a custom model portfolio for your plan.
