Basic Vendor Information AXA

CCC Summary of AXA Equitable Investment Options with Expense Ratios

NOTE: The below information is out of date and is displayed for indicative purposes only. For current fee and expense data please contact the vendor directly.

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

Product Name Type Work Thru Advisor Do-It-Yourself Commissions

EQUI-VEST Series 201 Variable Annuity X Yes

Fees and Charges

Fee: Amount / Percentage Indicative Annual Costs(1)

Administrative Fee $30 $30

Mortality and Expense              1.20% $120

Indicative Investment Fees: Amount / Percentage Indicative Annual Costs(1)

EQ/Equity 500 Index 0.61% $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

Name Minimum Rate of Return

Guaranteed Interest Option 1.00%

Variable Investment Options
Number of Variable Investment Options = 92

Portfolio Name Share Class Expense Ratio

AXA Aggressive Allocation AXA Premier VIP Trust - Class B 1.19%

AXA Conservative Allocation AXA Premier VIP Trust - Class B 1.00%

AXA Conservative-Plus Allocation AXA Premier VIP Trust - Class B 1.10%

AXA Moderate Allocation AXA Premier VIP Trust - Class B 1.12%

AXA Moderate-Plus Allocation AXA Premier VIP Trust - Class B 1.14%

Charter Moderate AXA Premier VIP Trust - Class B 1.25%

Charter Multi-Sector Bond AXA Premier VIP Trust - Class B 1.10%

Target 2015 Allocation AXA Premier VIP Trust - Class B 1.10%

Target 2025 Allocation AXA Premier VIP Trust - Class B 1.10%

Target 2035 Allocation AXA Premier VIP Trust - Class B 1.10%

Target 2045 Allocation AXA Premier VIP Trust - Class B 1.10%

Target 2055 Allocation AXA Premier VIP Trust - Class B 1.10%

1290 VT DoubleLine Dynamic Allocation EQ Advisors Trust - Class IB 1.28%

1290 VT DoubleLine Opportunistic Bond EQ Advisors Trust - Class IB 1.05%

1290 VT Equity Income EQ Advisors Trust - Class IB 1.00%

1290 VT GAMCO Small Company Value EQ Advisors Trust - Class IB 1.08%

1290 VT High Yield Bond EQ Advisors Trust - Class IB 1.10%

1290 VT SmartBeta Equity EQ Advisors Trust - Class IB 1.15%

1290 VT Small Cap Value EQ Advisors Trust - Class IB 1.16%

1290 VT Socially Responsible EQ Advisors Trust - Class IB 0.95%

All Asset Growth - Alt 20 EQ Advisors Trust - Class IB 1.33%

AXA Balanced Strategy EQ Advisors Trust - Class IB 1.05%

AXA Conservative Growth Strategy EQ Advisors Trust - Class IB 1.00%

AXA Conservative Strategy EQ Advisors Trust - Class IB 0.95%

AXA/AB Dynamic Moderate Growth EQ Advisors Trust - Class IB 1.13%

AXA /AB Small Cap Growth EQ Advisors Trust - Class IB 0.95%

AXA Franklin Balanced Managed Volatility EQ Advisors Trust - Class IB 1.05%

AXA Franklin Small Cap Value Managed Volatility EQ Advisors Trust - Class IB 1.10%

AXA Franklin Templeton Allocation Managed Volatility EQ Advisors Trust - Class IB 1.25%

AXA Global Equity Managed Volatility EQ Advisors Trust - Class IB 1.15%

AXA International Core Managed Volatility EQ Advisors Trust - Class IB 1.08%

AXA International Managed Volatility EQ Advisors Trust - Class IB 0.87%

AXA International Value Managed Volatility EQ Advisors Trust - Class IB 1.02%

AXA/Janus Enterprise EQ Advisors Trust - Class IB 1.08%

AXA Large Cap Core Managed Volatility EQ Advisors Trust - Class IB 0.90%

AXA Large Cap Growth Managed Volatility EQ Advisors Trust - Class IB 0.89%

AXA Large Cap Value Managed Volatility EQ Advisors Trust - Class IB 0.87%

AXA 2000 Managed Volatility EQ Advisors Trust - Class IB 0.85%

AXA 400 Managed Volatility EQ Advisors Trust - Class IB 0.85%

AXA 500 Managed Volatility EQ Advisors Trust - Class IB 0.83%

AXA Mid Cap Value Managed Volatility EQ Advisors Trust - Class IB 0.98%

AXA Moderate Growth Strategy EQ Advisors Trust - Class IB 1.05%

AXA Mutual Large Cap Equity Managed Volatility EQ Advisors Trust - Class IB 1.05%

AXA Templeton Global Equity Managed Volatility EQ Advisors Trust - Class IB 1.13%

EQ/BlackRock Basic Value Equity EQ Advisors Trust - Class IB 0.95%

EQ/Common Stock Index EQ Advisors Trust - Class IB 0.71%

EQ/Core Bond Index EQ Advisors Trust - Class IB 0.71%

EQ/Emerging Markets Equity PLUS EQ Advisors Trust - Class IB 1.37%

EQ/Equity 500 Index EQ Advisors Trust - Class IB 0.61%

EQ/Global Bond PLUS EQ Advisors Trust - Class IB 0.95%

EQ/Invesco Comstock EQ Advisors Trust - Class IB 1.00%

EQ/JPMorgan Value Opportunities EQ Advisors Trust - Class IB 0.99%

EQ/Large Cap Growth Index EQ Advisors Trust - Class IB 0.73%

EQ/Large Cap Value Index EQ Advisors Trust - Class IB 0.73%

EQ/MFS International Growth EQ Advisors Trust - Class IB 1.20%

EQ/Mid Cap Index EQ Advisors Trust - Class IB 0.72%

EQ/Money Market EQ Advisors Trust - Class IB 0.72%

EQ/Oppenheimer Global EQ Advisors Trust - Class IB 1.20%

EQ/PIMCO Global Real Return EQ Advisors Trust - Class IB 1.31%

EQ/PIMCO Ultra Short Bond EQ Advisors Trust - Class IB 0.89%

EQ/Quality Bond PLUS EQ Advisors Trust - Class IB 0.81%

EQ/Small Company Index EQ Advisors Trust - Class IB 0.63%

EQ/T. Rowe Price Growth Stock EQ Advisors Trust - Class IB 1.05%

Multimanager Aggressive Equity EQ Advisors Trust - Class IB 1.00%

Multimanager Core Bond EQ Advisors Trust - Class IB 0.90%

Multimanager Technology EQ Advisors Trust - Class IB 1.30%

Invesco V.I. Diversified Dividend AIM (Invesco) Variable Ins. Funds - Series II 0.93%

Invesco V.I. Global Real Estate AIM (Invesco) Variable Ins. Funds - Series II 1.26%

Invesco V.I. High Yield AIM (Invesco) Variable Ins. Funds - Series II 1.23%

Invesco V.I. International Growth AIM (Invesco) Variable Ins. Funds - Series II 1.17%

Invesco V.I. Mid Cap Core Equity AIM (Invesco) Variable Ins. Funds - Series II 1.20%

Invesco V.I. Small Cap Equity AIM (Invesco) Variable Ins. Funds - Series II 1.21%

American Century VP Mid Cap Value Am. Century Variable Portfolios - Class II 1.16%

Bond Fund American Funds Insurance Series - Class 4 0.88%

Fidelity® VIP Contrafund® Fidelity Variable Insurance Products - Service Class 2 0.88%

Fidelity® VIP Equity-Income Fidelity Variable Insurance Products - Service Class 2 0.84%

Fidelity® VIP Mid Cap Fidelity Variable Insurance Products - Service Class 2 0.88%

Templeton Global Bond VIP Franklin Templeton Variable Ins. Products - Service Class 2 0.75%

Goldman Sachs VIT Mid Cap Value Goldman Sachs Variable Ins. Trust - Service Shares 1.09%

Ivy VIP Energy Ivy Variable Insurance Portfolios 1.19%

Ivy VIP High Income Ivy Variable Insurance Portfolios 0.92%

Ivy VIP Mid Cap Growth Ivy Variable Insurance Portfolios 1.10%

Ivy VIP Small Cap Growth Ivy Variable Insurance Portfolios 1.14%

Lazard Retirement Emerging Markets Equity Lazard Retirement Series - Service Shares 1.38%

MFS International Value MFS Variable Insurance Trusts - Service Class 1.15%

MFS Investors Trust MFS Variable Insurance Trusts - Service Class 1.07%

MFS Massachusetts Investors Growth Stock MFS Variable Insurance Trusts - Service Class 1.04%

MFS Technology MFS Variable Insurance Trusts - Service Class 1.16%

MFS Utilities MFS Variable Insurance Trusts - Service Class 1.04%

Oppenheimer Main Street Fund®/VA Oppenheimer Variable Account Funds - Service Class 1.04%

PIMCO VIT CommodityRealReturn® Strategy PIMCO Variable Insurance Trust - Advisor Class 1.28%

VanEck VIP Global Hard Assets VanEck VIP Trust - S Class 1.30%


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