AXA Equitable Incentive Life Legacy Investment Model Portfolios

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.

Investment options of AXA Equitable Incentive Life Legacy

Total Available Funds: 87

Asset Class

Ticker

Description

US EQUITY
LARGE GROWTH	FCNTX	Fidelity VIP Contrafund Portfolio
LARGE BLEND	FGRIX	Fidelity VIP Growth & Income Portfolio
Mid-Cap Growth	FIIMX	Fidelity VIP Mid Cap Portfolio
LARGE BLEND	FRDAX	Franklin Rising dividends Securities Fund
SMALL VALUE	FVADX	Franklin Small Cap Value Securities fund
MID-CAP VALUE	GCMAX	Goldman Sachs VIT Mid Cap Value Fund
MID-CAP BLEND	GTAVX	Invesco V.I. Mid Cap Core Equity Fund
Mid-Cap Growth	IYMIX	Ivy Funds VIP Mid Cap Growth
Small Growth	IYSIX	Ivy Funds VIP Small Cap Growth
LARGE GROWTH	MGTIX	MFS Investors Growth Stock Series
LARGE BLEND	MITIX	MFS Investors Trust Series
LARGE VALUE	PRFDX	T.Rowe Price Equity Income II
Small Growth	QUASX	EQ/AllianceBernstein Small Cap Growth
LARGE VALUE	MABAX	EQ/BlackRock Basic Value Equity
LARGE VALUE	NoTicker	EQ/Boston Advisors Equity Income
LARGE GROWTH	CISIX	EQ/Calert Socially Responsible
LARGE GROWTH	NoTicker	EQ/Capital Guardian Growth
LARGE GROWTH	NoTicker	EQ/Capital Guardian Research
LARGE BLEND	ABBRX	EQ/Common Stock Index
LARGE BLEND	VFINX	EQ/Equity 500 Index
LARGE GROWTH	MDLHX	EQ/Equity Growth PLUS
SMALL BLEND	NoTicker	EQ/GAMCO Small Company Value
LARGE VALUE	JVOAX	EQ/JPMorgan Value Opportunities
LARGE BLEND	MDSRX	EQ/Large Cap Core PLUS
LARGE GROWTH	APGAX	EQ/Large Cap Growth Index
LARGE GROWTH	NoTicker	EQ/Large Cap Growth PLUS
LARGE VALUE	NoTicker	EQ/Large Cap Value Index
LARGE VALUE	ABVAX	EQ/Large Cap Value PLUS
LARGE BLEND	LWSAX	EQ/Lord Abbett Growth and Income
LARGE BLEND	LRLFX	EQ/Lord Abbett Large Cap Core
MID-CAP VALUE	VMVIX	EQ/Mid Cap Value PLUS
LARGE GROWTH	MCRGX	EQ/Montag & Caldwell Growth
Mid-Cap Growth	DGRAX	EQ/Morgan Stanley Mid Cap Growth
SMALL BLEND	NAESX	EQ/Small Company Index
LARGE GROWTH	PRGFX	EQ/T.Rowe Price Growth Stock
LARGE BLEND	UBS growth	EQ/UBS Growth and Income
LARGE VALUE	ACSTX	EQ/Van Kampen Comstock
LARGE GROWTH	EOMYX	EQ/Wells Fargo Advantage Omega Growth
MID-CAP VALUE	AVIPX	American Century VP Mid Cap Value Fund
MID-CAP BLEND	IJH	AXA Tactical Manager 400-I
LARGE BLEND	VFINX	AXA Tactical Manager 500-I
SMALL BLEND	IWM	AXA Tactical Manager 2000-I
LARGE GROWTH	AGFIX	Multimanager Aggressive Equity
LARGE BLEND	ABBAX	Multimanager Large Cap Core Equity
LARGE GROWTH	APGAX	Multimanager Large Cap Growth
LARGE VALUE	CABDX	Multimanager Large Cap Value
Mid-Cap Growth	VMGIX	Multimanager Mid Cap Growth
MID-CAP VALUE	VMVIX	Multimanager Mid Cap Value
Small Growth	CSGEX	Multimanager Small Cap Growth
SMALL BLEND	MDSPX	Multimanager Small Cap Value
LARGE VALUE	TESIX	Mutual Shares Securities Fund
SMALL BLEND	ATIIX	Invesco V.I. Small Cap Equity Fund

FIXED INCOME
Multisector Bond	FKSAX	Franklin Strategic Income Securities Fund
Inflation-Protected Bond	PRRIX	PIMCO Real Return Strategy Portfolio
Intermediate-Term Bond	PTTPX	PIMCO Total Return Portfolio
WORLD BOND	TGBAX	EQ/Global Bond PLUS
Intermediate-Term Bond	VBMFX	EQ/Core Bond Index
ULTRASHORT BOND	MWUIX	EQ/PIMCO Ultra Short Bond
Intermediate-Term Bond	VFICX	EQ/Quality Bond Plus
Intermediate-Term Bond	CCIAX	Multimanager Core Bond
Multisector Bond	NoTicker	Multimanager Multi-Sector Bond
Intermediate Government	VFITX	EQ/Intermediate Government Bond Index

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 Value	MGIAX	MFS International value Portfolio
WORLD STOCK	TEPLX	Templeton Growth Securities Fund
Foreign Large Blend	AIZAX	EQ/AllianceBernstein International
Foreign Large Value	MAIVX	EQ/BlackRock International Value EQ/International Value PLUS Portfolio
WORLD STOCK	NoTicker	EQ/Global Multi-Sector Equity
Foreign Large Blend	MDIIX	EQ/International Core PLUS
Foreign Large Growth	MGRAX	EQ/International Growth
Foreign Large Blend	AIZAX	AXA Tactical Manager International-I
Foreign Large Blend	AIZAX	Multimanager International Equity
Foreign Large Blend	VGTSX	EQ/International Equity Index Portfolio

Others
Equity Energy	IVEIX	Ivy Funds VIP Energy
Natural Resources	GHAIX	Van Eck VIP Global Hard Assets Fund
Long-Short	NoTicker	EQ/GAMCO Mergers and Acquisitions
ROOT	CASH	EQ/Money Market
Moderate Allocation	NoTicker	All Asset Allocation
Moderate Allocation	NoTicker	AXA Balanced Strategy
Moderate Allocation	NoTicker	AXA Conservative Growth Strategy
Aggressive Allocation	NoTicker	AXA Growth Strategy
Moderate Allocation	NoTicker	AXA Moderate Growth Strategy
Technology	VITAX	Multimanager Technology

Emerging Market
DIVERSIFIED EMERGING MKTS	LZEMX	Lazard Retirement Emerging Markets Equity Portfolio
DIVERSIFIED EMERGING MKTS	TDADX	Templeton Developing Markets Securities Fund

COMMODITIES
COMMODITIES BROAD BASKET	PCRPX	PIMCO Commodity Real Return Strategy Portfolio

Investment model portfolios

We provide two types of investment model portfolios for AXA Equitable Incentive Life Legacy 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.

Customize a model portfolio now

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Name	YTD Return	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR	20Yr AR	Common	Inception
AXA Equitable Incentive Life Legacy Strategic Asset Allocation – Optimal Moderate	NA	23.16%	3.76%	6.65%	5.62%	6.46%	6.48%	…	…
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES)	NA	37.82%	8.86%	15.20%	12.89%	14.04%	10.46%	…	…
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES)	NA	22.89%	2.25%	6.63%	6.01%	7.19%	6.10%	…	…

	Ticker/Portfolio	Last 1 Week	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Common	Inception	YTD	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999	1998	1997	1996	1995	1994	1993	1992	1991	1990	1989	1988	1987	1986	1985	1984	1983	1982	1981	1980	1979
Annualized Return (%)	AXA Equitable… Moderate	-1.31	23.16	3.76	6.65	5.62	6.46	6.48	…	…	NA	0.12	5.49	11.73	-10.50	5.90	14.64	17.45	-4.84	7.53	7.01	1.33	1.37	8.43	11.44	-2.35	14.32	29.75	-24.65	10.06	14.07	11.03	15.53	27.83	-2.47	4.08	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	-1.79	37.82	8.86	15.20	12.89	14.04	10.46	…	…	NA	17.72	24.84	26.12	-18.24	28.53	18.74	31.33	-4.55	21.66	11.83	1.23	13.52	32.17	15.82	1.96	14.91	26.52	-37.02	5.39	15.64	4.77	10.74	28.50	-22.17	-12.03	-9.05	21.08	28.62	33.18	22.87	37.45	1.18	10.15	8.24	32.05	-3.33	28.37	14.92	3.97	9.30	22.60	3.67	17.07	19.25	-8.55	27.89	-2.07
	VSMGX (VANGUA…R SHARES)	-1.02	22.89	2.25	6.63	6.01	7.19	6.10	…	…	NA	16.26	10.28	15.51	-16.01	10.08	13.59	19.30	-6.28	14.86	7.09	-2.21	6.38	14.73	9.78	0.12	13.14	20.35	-26.49	7.21	13.30	5.68	11.76	22.40	-10.34	-4.78	1.27	14.09	21.59	17.90	10.77	26.58	2.04	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Sharpe Ratio	AXA Equitable… Moderate	NA	-0.03	-0.22	0.24	0.39	NA	NA	…	…	NA	0.01	-0.14	0.99	-1.02	0.70	0.89	2.53	-0.74	1.36	0.85	0.15	0.23	1.26	1.72	-0.19	1.32	1.76	-1.17	0.71	1.42	1.68	2.18	3.97	-0.41	0.21	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	NA	1.89	1.22	0.63	0.75	NA	NA	…	…	1.30	0.80	1.67	1.73	-0.82	2.17	0.53	2.39	-0.35	3.16	0.89	0.08	1.19	2.90	1.25	0.08	0.82	0.97	-0.92	0.14	1.22	0.24	0.88	1.63	-0.90	-0.68	-0.60	0.97	1.23	1.61	1.62	4.31	-0.19	0.90	0.57	1.91	-0.55	1.71	0.59	-0.01	0.30	1.47	-0.26	0.79	0.63	-1.30	1.17	-3.84
	VSMGX (VANGUA…R SHARES)	NA	1.70	1.15	0.38	0.62	NA	NA	…	…	1.08	1.36	0.87	1.45	-1.22	1.32	0.70	2.77	-0.87	3.75	0.83	-0.26	1.01	2.16	1.23	0.01	1.18	1.12	-0.98	0.39	1.34	0.49	1.49	2.09	-0.75	-0.59	-0.24	1.06	1.56	1.56	0.91	4.18	4.60	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Standard Deviation(%)	AXA Equitable… Moderate	NA	7.91	9.23	10.84	9.28	NA	NA	…	…	NA	6.59	7.98	7.52	11.61	8.37	16.17	6.35	8.32	5.09	8.02	8.65	5.82	6.66	6.63	12.61	10.78	16.89	21.91	9.92	7.62	5.28	6.70	6.83	8.65	8.58	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	NA	12.22	14.87	16.92	18.13	NA	NA	…	…	13.93	18.66	12.67	13.09	24.19	13.11	34.69	12.48	17.11	6.68	13.11	15.51	11.39	11.07	12.74	23.36	18.07	27.22	40.99	16.02	10.04	10.29	11.10	17.04	25.96	21.55	22.20	18.17	20.48	18.21	11.77	7.77	9.92	8.83	9.93	14.69	16.06	13.09	17.07	33.80	16.55	11.67	12.80	13.62	18.09	14.61	16.53	23.80
	VSMGX (VANGUA…R SHARES)	NA	8.47	8.97	10.05	10.33	NA	NA	…	…	10.48	9.89	7.69	8.26	14.34	7.62	19.08	6.43	8.81	3.80	8.31	8.51	6.28	6.80	7.99	14.68	11.10	18.01	27.95	10.37	7.43	6.96	7.25	10.38	15.37	12.42	12.30	10.07	11.65	9.10	7.74	5.41	15.57	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Draw Down(%)	AXA Equitable… Moderate	NA	7.54	17.30	21.28	21.28	NA	NA	…	…	NA	0.66	7.52	7.34	17.30	5.58	21.28	3.11	10.57	3.52	6.24	6.37	5.84	7.84	5.40	14.51	8.90	17.47	36.22	7.92	9.86	4.29	7.51	5.42	12.73	11.07	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	NA	8.92	18.76	24.59	33.83	NA	NA	…	…	8.92	18.76	8.45	9.97	24.59	5.14	33.83	6.63	19.40	2.60	10.29	12.05	7.30	5.59	9.60	18.71	15.66	27.17	47.73	9.88	7.47	7.01	7.47	13.79	33.02	29.18	16.55	11.81	19.20	10.79	7.45	2.50	8.48	4.84	5.63	5.57	19.19	7.35	7.24	33.08	11.63	7.51	10.58	7.02	13.21	15.61	16.03	2.40
	VSMGX (VANGUA…R SHARES)	NA	6.64	9.62	22.29	22.43	NA	NA	…	…	6.64	9.62	4.17	8.15	21.74	3.53	22.43	3.12	11.47	1.14	6.20	8.34	4.70	5.67	6.27	12.90	8.64	19.61	36.81	6.11	6.13	4.74	5.89	8.91	20.06	17.93	8.77	6.26	11.99	6.02	4.75	1.82	1.89	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Yield(%)	AXA Equitable… Moderate	NA	4.73	6.10	5.46	4.36	NA	NA	…	…	NA	NA	0.72	5.98	8.05	3.67	5.38	3.30	4.70	0.56	2.29	4.17	4.78	2.98	3.88	3.48	2.60	2.77	4.39	10.45	7.86	5.84	5.18	3.81	3.26	3.77	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	0.00	1.18	1.60	1.52	2.78	3.91	3.46	…	…	0.27	1.20	1.41	1.69	1.26	1.48	2.12	2.28	1.81	2.00	2.14	1.97	1.96	2.19	2.30	1.92	1.88	2.45	1.88	1.91	1.83	1.79	1.91	1.71	1.28	1.08	0.97	2.11	1.93	2.77	2.64	3.14	3.13	3.83	3.10	5.86	3.71	4.46	4.31	2.79	3.90	4.71	4.49	5.04	5.34	4.64	5.79	0.00
	VSMGX (VANGUA…R SHARES)	0.00	5.51	6.00	4.34	4.54	4.38	4.18	…	…	0.00	5.80	7.43	4.45	2.18	4.11	3.77	2.85	2.41	2.40	2.34	2.10	2.20	2.14	2.47	2.22	2.38	2.79	2.66	3.04	2.89	2.53	3.74	2.48	2.67	2.88	6.36	5.93	7.27	3.78	3.63	3.65	2.91	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA

Data as of 10/31/2024, Common starting date is 12/31/2000

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

Name	YTD Return	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR	20Yr AR	Common	Inception
AXA Equitable Incentive Life Legacy Tactical Asset Allocation Moderate	NA	14.59%	1.60%	4.41%	2.63%	4.01%	5.63%	…	…
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES)	NA	37.82%	8.86%	15.20%	12.89%	14.04%	10.46%	…	…
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES)	NA	22.89%	2.25%	6.63%	6.01%	7.19%	6.10%	…	…

	Ticker/Portfolio	Last 1 Week	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Common	Inception	YTD	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999	1998	1997	1996	1995	1994	1993	1992	1991	1990	1989	1988	1987	1986	1985	1984	1983	1982	1981	1980	1979
Annualized Return (%)	AXA Equitable… Moderate	-1.32	14.59	1.60	4.41	2.63	4.01	5.63	…	…	NA	1.05	5.53	3.18	-4.61	7.12	11.35	-0.57	-6.44	7.57	9.90	-6.38	-3.12	12.65	12.07	-4.70	14.37	22.37	-13.52	17.40	14.28	12.01	14.41	22.27	7.06	5.36	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	-1.79	37.82	8.86	15.20	12.89	14.04	10.46	…	…	NA	17.72	24.84	26.12	-18.24	28.53	18.74	31.33	-4.55	21.66	11.83	1.23	13.52	32.17	15.82	1.96	14.91	26.52	-37.02	5.39	15.64	4.77	10.74	28.50	-22.17	-12.03	-9.05	21.08	28.62	33.18	22.87	37.45	1.18	10.15	8.24	32.05	-3.33	28.37	14.92	3.97	9.30	22.60	3.67	17.07	19.25	-8.55	27.89	-2.07
	VSMGX (VANGUA…R SHARES)	-1.02	22.89	2.25	6.63	6.01	7.19	6.10	…	…	NA	16.26	10.28	15.51	-16.01	10.08	13.59	19.30	-6.28	14.86	7.09	-2.21	6.38	14.73	9.78	0.12	13.14	20.35	-26.49	7.21	13.30	5.68	11.76	22.40	-10.34	-4.78	1.27	14.09	21.59	17.90	10.77	26.58	2.04	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Sharpe Ratio	AXA Equitable… Moderate	NA	0.14	-0.25	0.22	0.11	NA	NA	…	…	NA	0.10	-0.11	-0.15	-0.68	0.64	1.22	-0.39	-1.01	1.25	1.54	-1.07	-0.46	1.66	1.92	-0.48	1.16	2.17	-2.26	1.25	1.20	1.50	1.47	3.70	1.52	0.69	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	NA	1.89	1.22	0.63	0.75	NA	NA	…	…	1.30	0.80	1.67	1.73	-0.82	2.17	0.53	2.39	-0.35	3.16	0.89	0.08	1.19	2.90	1.25	0.08	0.82	0.97	-0.92	0.14	1.22	0.24	0.88	1.63	-0.90	-0.68	-0.60	0.97	1.23	1.61	1.62	4.31	-0.19	0.90	0.57	1.91	-0.55	1.71	0.59	-0.01	0.30	1.47	-0.26	0.79	0.63	-1.30	1.17	-3.84
	VSMGX (VANGUA…R SHARES)	NA	1.70	1.15	0.38	0.62	NA	NA	…	…	1.08	1.36	0.87	1.45	-1.22	1.32	0.70	2.77	-0.87	3.75	0.83	-0.26	1.01	2.16	1.23	0.01	1.18	1.12	-0.98	0.39	1.34	0.49	1.49	2.09	-0.75	-0.59	-0.24	1.06	1.56	1.56	0.91	4.18	4.60	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Standard Deviation(%)	AXA Equitable… Moderate	NA	9.82	8.74	9.31	7.90	NA	NA	…	…	NA	9.47	9.90	7.26	8.80	11.02	9.10	5.11	7.67	5.56	6.28	6.00	6.79	7.58	6.26	9.93	12.34	10.26	6.39	11.53	9.19	6.58	9.14	5.83	3.91	4.42	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	NA	12.22	14.87	16.92	18.13	NA	NA	…	…	13.93	18.66	12.67	13.09	24.19	13.11	34.69	12.48	17.11	6.68	13.11	15.51	11.39	11.07	12.74	23.36	18.07	27.22	40.99	16.02	10.04	10.29	11.10	17.04	25.96	21.55	22.20	18.17	20.48	18.21	11.77	7.77	9.92	8.83	9.93	14.69	16.06	13.09	17.07	33.80	16.55	11.67	12.80	13.62	18.09	14.61	16.53	23.80
	VSMGX (VANGUA…R SHARES)	NA	8.47	8.97	10.05	10.33	NA	NA	…	…	10.48	9.89	7.69	8.26	14.34	7.62	19.08	6.43	8.81	3.80	8.31	8.51	6.28	6.80	7.99	14.68	11.10	18.01	27.95	10.37	7.43	6.96	7.25	10.38	15.37	12.42	12.30	10.07	11.65	9.10	7.74	5.41	15.57	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Draw Down(%)	AXA Equitable… Moderate	NA	6.59	15.74	15.74	20.92	NA	NA	…	…	NA	0.73	6.59	5.96	11.42	8.94	12.19	5.34	12.78	2.96	2.79	9.43	8.59	7.17	5.32	13.11	8.72	5.43	15.14	9.46	12.64	5.28	12.86	3.67	4.36	2.37	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	NA	8.92	18.76	24.59	33.83	NA	NA	…	…	8.92	18.76	8.45	9.97	24.59	5.14	33.83	6.63	19.40	2.60	10.29	12.05	7.30	5.59	9.60	18.71	15.66	27.17	47.73	9.88	7.47	7.01	7.47	13.79	33.02	29.18	16.55	11.81	19.20	10.79	7.45	2.50	8.48	4.84	5.63	5.57	19.19	7.35	7.24	33.08	11.63	7.51	10.58	7.02	13.21	15.61	16.03	2.40
	VSMGX (VANGUA…R SHARES)	NA	6.64	9.62	22.29	22.43	NA	NA	…	…	6.64	9.62	4.17	8.15	21.74	3.53	22.43	3.12	11.47	1.14	6.20	8.34	4.70	5.67	6.27	12.90	8.64	19.61	36.81	6.11	6.13	4.74	5.89	8.91	20.06	17.93	8.77	6.26	11.99	6.02	4.75	1.82	1.89	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Yield(%)	AXA Equitable… Moderate	NA	5.47	6.85	5.70	4.71	NA	NA	…	…	NA	NA	0.64	5.45	11.96	3.47	5.65	2.05	7.84	0.26	2.92	1.77	6.00	10.05	5.18	5.88	9.00	3.78	2.50	10.16	12.22	5.24	2.45	2.21	3.44	6.83	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	0.00	1.18	1.60	1.52	2.78	3.91	3.46	…	…	0.27	1.20	1.41	1.69	1.26	1.48	2.12	2.28	1.81	2.00	2.14	1.97	1.96	2.19	2.30	1.92	1.88	2.45	1.88	1.91	1.83	1.79	1.91	1.71	1.28	1.08	0.97	2.11	1.93	2.77	2.64	3.14	3.13	3.83	3.10	5.86	3.71	4.46	4.31	2.79	3.90	4.71	4.49	5.04	5.34	4.64	5.79	0.00
	VSMGX (VANGUA…R SHARES)	0.00	5.51	6.00	4.34	4.54	4.38	4.18	…	…	0.00	5.80	7.43	4.45	2.18	4.11	3.77	2.85	2.41	2.40	2.34	2.10	2.20	2.14	2.47	2.22	2.38	2.79	2.66	3.04	2.89	2.53	3.74	2.48	2.67	2.88	6.36	5.93	7.27	3.78	3.63	3.65	2.91	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA

Data as of 10/31/2024, Common starting date is 12/31/2000

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