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.
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 |
|
The following is a moderate-risk model portfolio constructed from the investment options of AXA Equitable Incentive Life Legacy.
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
