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.

Plan investment options

Total Available Funds: 39
Asset Class Ticker Description Rating Expense
INTERNATIONAL EQUITY
WORLD STOCK OGLYX EQ/Oppenheimer Global Portfolio 1.31%
Foreign Large Growth MGRAX EQ/MFS International Growth Portfolio 0.7%
INTERNATIONAL EQUITY VGTSX EQ/International Equity Index Portfolio 0.08%
WORLD STOCK IGGAX EQ/Templeton Global Equity Portfolio 1.5%
Others
Aggressive Allocation VBINX AXA Aggressive Allocation Portfolio 0.07%
Conservative Allocation VWINX AXA Conservative Allocation Portfolio 0.16%
Conservative Allocation FTCIX EQ/Franklin Templeton Allocation Portfolio 0.61%
Moderate Allocation FBLAX EQ/Franklin Core Balanced Portfolio 1.16%
ROOT CASH EQ/Money Market Portfolio NA
Moderate Allocation VAAPX AXA Moderate Allocation Portfolio NA
FIXED INCOME
ULTRASHORT BOND VFISX EQ/PIMCO Ultra Short Bond Portfolio 0.1%
Intermediate-Term Bond VBMFX EQ/Core Bond Index Portfolio 0.15%
Intermediate-Term Bond VFICX Multimanager Core Bond Portfolio 0.2%
Intermediate Government VFITX EQ/Intermediate Government Bond Portfolio 0.2%
WORLD BOND PIGLX EQ/Global Bond PLUS Portfolio 0.57%
US EQUITY
LARGE GROWTH PRGFX EQ/T. Rowe Price Growth Stock Portfolio 0%
Small Growth VISGX Multimanager Small Cap Growth Portfolio 0.07%
LARGE VALUE TWEIX EQ/Boston Advisors Equity Income Portfolio 1.18%
SMALL BLEND NAESX EQ/Small Company Index Portfolio 0.03%
MID-CAP VALUE IWS EQ/Mid Cap Index Portfolio 0.23%
LARGE GROWTH IWF EQ/Equity Growth PLUS Portfolio 0.19%
LARGE GROWTH VWUSX EQ/Large Cap Growth PLUS Portfolio 0.3%
Mid-Cap Growth VMGIX Multimanager Mid Cap Growth Portfolio 0.19%
LARGE BLEND VFINX EQ/Equity 500 Index Portfolio 0.14%
LARGE VALUE VIVAX EQ/Large Cap Value Index Portfolio 0.05%
LARGE VALUE VIVAX EQ/International Value PLUS Portfolio 0.05%
LARGE BLEND FGRIX EQ/UBS Growth and Income Portfolio 0.58%
MID-CAP VALUE MARFX EQ/Mid Cap Value PLUS Portfolio 1%
LARGE VALUE MABAX EQ/BlackRock Basic Value Equity Portfolio 0.54%
LARGE BLEND ISFIX EQ/Davis New York Venture Portfolio 0.95%
LARGE BLEND BILPX EQ/Large Cap Core PLUS Portfolio 1.52%
MID-CAP VALUE ABSKX EQ/AllianceBernstein Small Cap Growth Portfolio 0.86%
SMALL VALUE FRVLX EQ/AXA Franklin Small Cap Value Core Portfolio 1.73%
LARGE VALUE ACSTX EQ/Van Kampen Comstock Portfolio 1.55%
SMALL BLEND WESCX EQ/GAMCO Small Company Value Portfolio 1.25%
LARGE BLEND MSOAX EQ/Common Stock Index Portfolio 0.63%
LARGE GROWTH EKONX EQ/Wells Fargo Omega Growth Portfolio 1.51%
LARGE VALUE IJVIX EQ/JPMorgan Value Opportunities Portfolio NA
LARGE BLEND LRLFX EQ/Lord Abbett Large Cap Core Portfolio 0.73%
Average Expense Ratio: 0.63%

The following is a moderate-risk model portfolio constructed from the investment options of AXA Equitable Accumulator Select Variable Annuity.

This portfolio is proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation. We offer customization features, allowing subscribers to tailor the portfolio to align with their own risk tolerance and return expectations by changing risk profile parameter.

Our model portfolio is rooted in the MyPlanIQ Asset Allocation Composite (AAC) strategy. This dynamic (tactical) asset allocation and quantitative fund selection algorithm prioritize risk management by dynamically adjusting stock allocations based on prevailing asset momentum. Extensive research has shown that this momentum-based tactical approach can potentially reduce temporary losses while maintaining or outperforming traditional buy-and-hold strategies.

Both historical back test and real-time portfolio return and risk data are shown in the table on this page. These metrics are compared with stock and moderate allocation index funds.

Furthermore, subscribers have the option to explore alternative strategies such as Strategic Asset Allocation Optimal (SAA) and Tactical Asset Allocation (TAA) to further customize their model portfolio. See our investment methodology for more details on the investment strategies



Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell