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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 AXA Equitable Accumulator Select Variable Annuity

Total Available Funds: 55
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
not found no ticker EQ/Mutual Large Cap Equity Portfolio
not found no ticker Multimanager Large Cap Core Equity Portfolio
not found no ticker EQ/Capital Guardian Research Portfolio
not found no ticker Multimanager Aggressive Equity Portfolio
not found no ticker Multimanager Large Cap Value Portfolio
not found no ticker EQ/GAMCO Mergers and Acquisitions Portfolio
not found no ticker EQ/Morgan Stanley Mid Cap Growth Portfolio
not found no ticker Multimanager Mid Cap Value Portfolio
not found no ticker AXA Moderate-Plus Allocation Portfolio
ROOT CASH EQ/Money Market Portfolio
not found no ticker Multimanager Multi-Sector Bond Portfolio
not found no ticker Multimanager Small Cap Value Portfolio
not found no ticker Multimanager Technology Portfolio
not found no ticker EQ/Global Multi-Sector Equity Portfolio
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX EQ/International Core PLUS Portfolio
INTERNATIONAL EQUITY VGTSX EQ/International Equity Index 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 VIVAX EQ/Large Cap Value Index 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 AXA Equitable Accumulator Select Variable Annuity participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

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.

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 Inception
AXA Equitable Accumulator Select Variable Annuity Strategic Asset Allocation - Optimal Moderate NA -7.78% 8.00% 6.49% 6.08% 4.79% 6.15% 6.23%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA -0.66% 13.89% 13.56% 13.55% 9.18% 9.04% 7.71%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA -7.50% 6.02% 6.12% 6.38% 4.90% 6.01% 5.43%
Data as of 04/29/2022, AR inception 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 Inception
AXA Equitable Accumulator Select Variable Annuity Tactical Asset Allocation Moderate -4.68% 0.38% 4.03% 8.08% 6.57% 7.72% 8.61% 9.38%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) -4.31% 8.32% 8.91% 18.53% 12.39% 13.02% 10.12% 8.27%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 0.22% 6.30% 4.36% 9.01% 5.84% 6.67% 5.91% 5.57%
Data as of 03/31/2025, AR inception is 12/31/2000

Asset Allocation Composite Model Portfolio

The following model portfolio is based on the MyPlanIQ Asset Allocation Composite (AAC) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
AXA Equitable Accumulator Select Variable Annuity Asset Allocation Composite Moderate NA 17.53% 1.66% 5.53% 6.64% 7.76% 7.96% 9.80%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 34.25% 10.57% 15.70% 13.31% 14.08% 10.54% 8.97%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 18.09% 3.51% 6.88% 6.22% 7.13% 6.08% 5.92%
Data as of 11/29/2024, AR inception is 12/31/2000