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CCC Summary of AXA Equitable Investment Options with Expense Ratios


Last Updated: 8/10/2018 at 1:00 PM PDT

Product NameTypeWork Thru AdvisorDo-It-YourselfCommissions
EQUI-VEST Series 201Variable AnnuityXYes

Fees and Charges

Fee:Amount / PercentageIndicative Annual Costs(1)
Administrative Fee$30$30
Mortality and Expense             1.20%$120

Indicative Investment Fees:Amount / PercentageIndicative Annual Costs(1)
EQ/Equity 500 Index0.61%$61

Total Indicative Annual Costs ($):  $211  
Total Indicative Annual Costs (%):  2.11%  

(1) Based on a $10,000 balance invested in above listed fund.

Fixed Investment Options

NameMinimum Rate of Return
Guaranteed Interest Option1.00%

Variable Investment Options
Number of Variable Investment Options = 92

Portfolio NameShare ClassExpense Ratio
AXA Aggressive AllocationAXA Premier VIP Trust - Class B1.19%
AXA Conservative AllocationAXA Premier VIP Trust - Class B1.00%
AXA Conservative-Plus AllocationAXA Premier VIP Trust - Class B1.10%
AXA Moderate AllocationAXA Premier VIP Trust - Class B1.12%
AXA Moderate-Plus AllocationAXA Premier VIP Trust - Class B1.14%
Charter ModerateAXA Premier VIP Trust - Class B1.25%
Charter Multi-Sector BondAXA Premier VIP Trust - Class B1.10%
Target 2015 AllocationAXA Premier VIP Trust - Class B1.10%
Target 2025 AllocationAXA Premier VIP Trust - Class B1.10%
Target 2035 AllocationAXA Premier VIP Trust - Class B1.10%
Target 2045 AllocationAXA Premier VIP Trust - Class B1.10%
Target 2055 AllocationAXA Premier VIP Trust - Class B1.10%
1290 VT DoubleLine Dynamic AllocationEQ Advisors Trust - Class IB1.28%
1290 VT DoubleLine Opportunistic BondEQ Advisors Trust - Class IB1.05%
1290 VT Equity IncomeEQ Advisors Trust - Class IB1.00%
1290 VT GAMCO Small Company ValueEQ Advisors Trust - Class IB1.08%
1290 VT High Yield BondEQ Advisors Trust - Class IB1.10%
1290 VT SmartBeta EquityEQ Advisors Trust - Class IB1.15%
1290 VT Small Cap ValueEQ Advisors Trust - Class IB1.16%
1290 VT Socially ResponsibleEQ Advisors Trust - Class IB0.95%
All Asset Growth - Alt 20EQ Advisors Trust - Class IB1.33%
AXA Balanced StrategyEQ Advisors Trust - Class IB1.05%
AXA Conservative Growth StrategyEQ Advisors Trust - Class IB1.00%
AXA Conservative StrategyEQ Advisors Trust - Class IB0.95%
AXA/AB Dynamic Moderate GrowthEQ Advisors Trust - Class IB1.13%
AXA /AB Small Cap GrowthEQ Advisors Trust - Class IB0.95%
AXA Franklin Balanced Managed VolatilityEQ Advisors Trust - Class IB1.05%
AXA Franklin Small Cap Value Managed VolatilityEQ Advisors Trust - Class IB1.10%
AXA Franklin Templeton Allocation Managed VolatilityEQ Advisors Trust - Class IB1.25%
AXA Global Equity Managed VolatilityEQ Advisors Trust - Class IB1.15%
AXA International Core Managed VolatilityEQ Advisors Trust - Class IB1.08%
AXA International Managed VolatilityEQ Advisors Trust - Class IB0.87%
AXA International Value Managed VolatilityEQ Advisors Trust - Class IB1.02%
AXA/Janus EnterpriseEQ Advisors Trust - Class IB1.08%
AXA Large Cap Core Managed VolatilityEQ Advisors Trust - Class IB0.90%
AXA Large Cap Growth Managed VolatilityEQ Advisors Trust - Class IB0.89%
AXA Large Cap Value Managed VolatilityEQ Advisors Trust - Class IB0.87%
AXA 2000 Managed VolatilityEQ Advisors Trust - Class IB0.85%
AXA 400 Managed VolatilityEQ Advisors Trust - Class IB0.85%
AXA 500 Managed VolatilityEQ Advisors Trust - Class IB0.83%
AXA Mid Cap Value Managed VolatilityEQ Advisors Trust - Class IB0.98%
AXA Moderate Growth StrategyEQ Advisors Trust - Class IB1.05%
AXA Mutual Large Cap Equity Managed VolatilityEQ Advisors Trust - Class IB1.05%
AXA Templeton Global Equity Managed VolatilityEQ Advisors Trust - Class IB1.13%
EQ/BlackRock Basic Value EquityEQ Advisors Trust - Class IB0.95%
EQ/Common Stock IndexEQ Advisors Trust - Class IB0.71%
EQ/Core Bond IndexEQ Advisors Trust - Class IB0.71%
EQ/Emerging Markets Equity PLUSEQ Advisors Trust - Class IB1.37%
EQ/Equity 500 IndexEQ Advisors Trust - Class IB0.61%
EQ/Global Bond PLUSEQ Advisors Trust - Class IB0.95%
EQ/Invesco ComstockEQ Advisors Trust - Class IB1.00%
EQ/JPMorgan Value OpportunitiesEQ Advisors Trust - Class IB0.99%
EQ/Large Cap Growth IndexEQ Advisors Trust - Class IB0.73%
EQ/Large Cap Value IndexEQ Advisors Trust - Class IB0.73%
EQ/MFS International GrowthEQ Advisors Trust - Class IB1.20%
EQ/Mid Cap IndexEQ Advisors Trust - Class IB0.72%
EQ/Money MarketEQ Advisors Trust - Class IB0.72%
EQ/Oppenheimer GlobalEQ Advisors Trust - Class IB1.20%
EQ/PIMCO Global Real ReturnEQ Advisors Trust - Class IB1.31%
EQ/PIMCO Ultra Short BondEQ Advisors Trust - Class IB0.89%
EQ/Quality Bond PLUSEQ Advisors Trust - Class IB0.81%
EQ/Small Company IndexEQ Advisors Trust - Class IB0.63%
EQ/T. Rowe Price Growth StockEQ Advisors Trust - Class IB1.05%
Multimanager Aggressive EquityEQ Advisors Trust - Class IB1.00%
Multimanager Core BondEQ Advisors Trust - Class IB0.90%
Multimanager TechnologyEQ Advisors Trust - Class IB1.30%
Invesco V.I. Diversified DividendAIM (Invesco) Variable Ins. Funds - Series II0.93%
Invesco V.I. Global Real EstateAIM (Invesco) Variable Ins. Funds - Series II1.26%
Invesco V.I. High YieldAIM (Invesco) Variable Ins. Funds - Series II1.23%
Invesco V.I. International GrowthAIM (Invesco) Variable Ins. Funds - Series II1.17%
Invesco V.I. Mid Cap Core EquityAIM (Invesco) Variable Ins. Funds - Series II1.20%
Invesco V.I. Small Cap EquityAIM (Invesco) Variable Ins. Funds - Series II1.21%
American Century VP Mid Cap ValueAm. Century Variable Portfolios - Class II1.16%
Bond FundAmerican Funds Insurance Series - Class 40.88%
Fidelity® VIP Contrafund®Fidelity Variable Insurance Products - Service Class 20.88%
Fidelity® VIP Equity-IncomeFidelity Variable Insurance Products - Service Class 20.84%
Fidelity® VIP Mid CapFidelity Variable Insurance Products - Service Class 20.88%
Templeton Global Bond VIPFranklin Templeton Variable Ins. Products - Service Class 20.75%
Goldman Sachs VIT Mid Cap ValueGoldman Sachs Variable Ins. Trust - Service Shares1.09%
Ivy VIP EnergyIvy Variable Insurance Portfolios1.19%
Ivy VIP High IncomeIvy Variable Insurance Portfolios0.92%
Ivy VIP Mid Cap GrowthIvy Variable Insurance Portfolios1.10%
Ivy VIP Small Cap GrowthIvy Variable Insurance Portfolios1.14%
Lazard Retirement Emerging Markets EquityLazard Retirement Series - Service Shares1.38%
MFS International ValueMFS Variable Insurance Trusts - Service Class1.15%
MFS Investors TrustMFS Variable Insurance Trusts - Service Class1.07%
MFS Massachusetts Investors Growth StockMFS Variable Insurance Trusts - Service Class1.04%
MFS TechnologyMFS Variable Insurance Trusts - Service Class1.16%
MFS UtilitiesMFS Variable Insurance Trusts - Service Class1.04%
Oppenheimer Main Street Fund®/VAOppenheimer Variable Account Funds - Service Class1.04%
PIMCO VIT CommodityRealReturn® StrategyPIMCO Variable Insurance Trust - Advisor Class1.28%
VanEck VIP Global Hard AssetsVanEck VIP Trust - S Class1.30%


 

 

Page Last Modified: 8/10/2018 12:54:37 PM