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Eq/jpmorgan Value Opportunities Portfolio Class Ib (0P00003DEQ)

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23.480 -0.040    -0.18%
26/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  AXA Equitable
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 896.68M
EQ/JPMorgan Value Opportunities Portfolio Class IB 23.480 -0.040 -0.18%

0P00003DEQ Overview

 
Find basic information about the Eq/jpmorgan Value Opportunities Portfolio Class Ib mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00003DEQ MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change25.4%
Prev. Close23.523
Risk Rating
TTM Yield1.20%
ROE16.70%
IssuerAXA Equitable
Turnover139%
ROA5.29%
Inception DateMay 01, 1997
Total Assets896.68M
Expenses0.96%
Min. InvestmentN/A
Market Cap60.46B
CategoryLarge Value
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Eq/jpmorgan Value Opportunities Portfolio Class Ib Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1132 1060 1197 1302 1941 2705
Fund Return 13.16% 6.04% 19.68% 9.19% 14.19% 10.46%
Place in category 138 118 135 39 17 13
% in Category 72 62 68 25 14 15

Top Equity Funds by Equitable

  Name Rating Total Assets YTD% 3Y% 10Y%
  AXA 500 Managed Volatility Portfoli 8.38B 20.35 7.90 11.96
  EQ/Equity 500 Index Portfolio Clasb 7.04B 19.07 8.78 12.32
  AXA Aggressive Strategy Portfolio C 5.76B 12.53 3.26 7.66
  AXA Growth Strategy Fund Class IB 4.93B 11.13 2.64 6.79
  AXA Large Cap Growth Managed Vol IB 4.81B 21.95 6.18 13.71

Top Funds for Large Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Dodge & Cox Stock 68B 15.98 8.60 11.25
  Vanguard Equity-Income Adm 53.42B 15.14 8.73 10.28
  Vanguard Windsor II Admiral 49.3B 14.13 7.13 10.64
  American Funds American Mutual A 42.64B 16.17 8.16 9.70
  Vanguard Value Index Adm 38.02B 17.31 9.16 10.42

Top Holdings

Name ISIN Weight % Last Change %
  Exxon Mobil US30231G1022 3.44 117.97 -1.67%
  Chevron US1667641005 3.29 162.53 +1.35%
  Berkshire Hathaway B US0846707026 3.19 478.56 +0.24%
  CVS Health Corp US1266501006 2.62 59.01 -1.78%
  Citigroup US1729674242 2.54 69.75 -1.41%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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