Comparable Funds -Axa
Total Page:16
File Type:pdf, Size:1020Kb
COMPARABLE FUNDS - AXA Current Fund Category Comparable Fund Ticker Fixed Account Guaranteed Interest Option Fixed Income AXA Fixed Account N/A Money Market EQ/Money Market Money Market Vanguard Federal Money Market VMFXX Bond 1290 VT DoubleLine Opportunistic Bond Intermediate Core-Plus Bond Western Asset Core Plus Bond WAPSX 1290 VT High Yield Bond High Yield Bond Lord Abbett High Yield R6 LHYVX American Funds Insurance Series Bond Bond Fidelity U.S. Bond Index Fund FXNAX Charter Multi-Sector Bond Multi-Sector Bond Western Asset Core Plus Bond WAPSX EQ/Core Bond Index Core Bond Fidelity U.S. Bond Index Fund FXNAX EQ/Intermediate Government Bond Intermediate-Term Bond Fidelity U.S. Bond Index Fund FXNAX EQ/PIMCO Global Real Return Global Bond Vanguard Inflation-Protected Secs Adm VAIPX EQ/PIMCO Ultra Short Bond Short Term Bond Vanguard Federal Money Market VMFXX Eq/Quality Bond Plus Intermediate Core-Plus Bond Western Asset Core Plus Bond WAPSX Ivy VIP High Income High Yield Bond Lord Abbett High Yield R6 LHYVX Multimanager Core Bond Core Bond Fidelity U.S. Bond Index Fund FXNAX EQ/Global Bond PLUS Global Bond Templeton Global Bond R6 FBN RX Templeton Global Bond VIP Global Bond Templeton Global Bond R6 FBN RX Large Cap Equity U.S. AXA Large Cap Value Managed Volatility Large Value JPMorgan Equity Income R6 OIEJX EQ/BlackRock Basic Value Equity Large Value JPMorgan Equity Income R6 OIEJX EQ/Invesco Comstock Large Value JPMorgan Equity Income R6 OIEJX EQ/JPMorgan Value Opportunities Large Value JPMorgan Equity Income R6 OIEJX EQ/Large Cap Value Index Large Value JPMorgan Equity Income R6 OIEJX Invesco V.I. Diversified Dividend Large Value JPMorgan Equity Income R6 OIEJX 1290 VT Equity Income Large Value JPMorgan Equity Income R6 OIEJX Fidelity VIP Equity Income Large Cap JPMorgan Equity Income R6 OIEJX EQ/Common Stock Index Large Cap Fidelity® 500 Index FXAIX S & P 500 1 Year 10% Buffer Large Cap Fidelity® 500 Index FXAIX AXA 500 Managed Volatility Large Cap Fidelity® 500 Index FXAIX Axa Lrg Cp Cor Manag Vol Large Cap Fidelity® 500 Index FXAIX EQ/Capital Guardian Research Large Cap Fidelity® 500 Index FXAIX Cammack Retirement Group | © 2019 All Rights Reserved | For Plan Sponsor Use Only COMPARABLE FUNDS - AXA Current Fund Category Comparable Fund Ticker EQ/Equity 500 Index Large Cap Fidelity® 500 Index FXAIX EQ/Fidelity Institutional AMSM Large Cap Large Cap Fidelity® 500 Index FXAIX MFS Investors Trust Series Large Cap Fidelity® 500 Index FXAIX Oppenheimer Main Street Fund®/VA Large Blend Fidelity® 500 Index FXAIX AXA Large Cap Growth Managed Volatility Large Growth MFS Gro w th R6 MFEKX AXA/ClearBridge Large Cap Growth Large Growth MFS Gro w th R6 MFEKX AXA/Loomis Sayles Growth Large Growth MFS Gro w th R7 MFEKX EQ/Large Cap Growth Index Large Growth MFS Gro w th R8 MFEKX EQ/T. Rowe Price Growth Stock Large Growth MFS Gro w th R9 MFEKX Multimanager Aggressive Equity Large Growth M F S G r o w t h R10 MFEKX MFS Massachusetts Investors Growth Stock Large Growth M F S G r o w t h R11 MFEKX Mid Cap Equity U.S. AXA 400 Managed Volatility Mid Cap Fidelity® Mid Cap Index FSMDX EQ/Mid Cap Index Mid Cap Fidelity® Mid Cap Index FSMDX Fidelity VIP Mid Cap Mid Cap Fidelity® Mid Cap Index FSMDX AXA/Janus Enterprise Mid Cap Growth Pioneer Select Mid Cap Growth K PSMKX EQ/Ivy Mid Cap Growth Mid Cap Growth Pioneer Select Mid Cap Growth K PSMKX Multimanager Mid Cap Growth Mid Cap Growth Pioneer Select Mid Cap Growth K PSMKX AXA Mid Cap Value Managed Volatility Mid Cap Value American Century Mid Cap Value R6 AMDVX EQ/American Century Mid Cap Value Mid Cap Value American Century Mid Cap Value AMDVX EQ/Goldman Sachs Mid Cap Value Mid Cap Value American Century Mid Cap Value R6 AMDVX Multimanager Mid Cap Value Mid Cap Value American Century Mid Cap Value AMDVX Small Cap Equity U.S. 1290 VT GAMCO Small Company Value Small Blend Fidelity® Small Cap Index FSSNX EQ/Small Company Index Small Cap Fidelity® Small Cap Index FSSNX Invesco V.I. Small Cap Equity Small Cap Fidelity® Small Cap Index FSSNX AXA/AB Small Cap Growth Small Cap Growth Federated MDT Small Cap Growth R6 QLSGX Ivy VIP Small Cap Growth Small Cap Growth Federated MDT Small Cap Growth R6 QLSGX Charter Small Cap Growth Small Growth Federated MDT Small Cap Growth R6 QLSGX Eq / Allianceberns Smcpgr Small Growth Federated MDT Small Cap Growth R6 QLSGX Charter Small Cap Value Small Value Fidelity® Small Cap Index FSSNX Cammack Retirement Group | © 2019 All Rights Reserved | For Plan Sponsor Use Only COMPARABLE FUNDS -AXA Current Fund Category Comparable Fund Ticker International Equity AXA Global Equity Managed Volatility International ClearBridge International Growth IS LMGPX Axa Intntl Cor Manag Vol International ClearBridge International Growth IS LMGPX AXA/Templeton Global Equity Managed Volatility International ClearBridge International Growth IS LMGPX EQ/Emerging Markets Equity PLUS International American Funds New World R6 RN WGX EQ/International Equity Index International Fidelity Global ex-US Index FSGGX EQ/Lazard Emerging Markets Equity International American Funds New World R6 RN WGX EQ/MFS International Growth International ClearBridge International Growth IS LMGPX EQ/MFS International Value International ClearBridge International Growth IS LMGPX EQ/Oppenheimer Global International ClearBridge International Growth IS LMGPX EQ/Invesco International Growth International Growth ClearBridge International Growth IS LMGPX AXA International Value Managed Volatility International Value ClearBridge International Growth IS LMGPX Specialty 1290 Vt Gamco Mrgr & Acq Specialty American Funds Trgt Date Retire R6 Series N/A EQ/Ivy Energy Specialty American Funds Trgt Date Retire R6 Series N/A EQ/MFS Technology Specialty American Funds Trgt Date Retire R6 Series N/A EQ/MFS Utilities Series Specialty American Funds Trgt Date Retire R6 Series N/A Multimanager Technology Specialty American Funds Trgt Date Retire R6 Series N/A PIMCO VIT CommodityRealReturn Strategy Specialty American Funds Trgt Date Retire R6 Series N/A VanEck VIP Global Hard Assets Specialty American Funds Trgt Date Retire R6 Series N/A EQ/Invesco Global Real Estate Global Real Estate Cohen and Steers Realty Shares CSZIX 1290 VT Calvert Socially Responsible Socially Responsible Calvert Balanced R6 CBARX Hybrid AXA Aggressive Allocation Allocation American Funds Trgt Date Retire R6 Series N/A AXA Conservative-Plus Allocation Allocation American Funds Trgt Date Retire R6 Series N/A Axa Moderate Allocation Allocation American Funds Trgt Date Retire R6 Series N/A AXA Moderate-Plus Allocation Allocation American Funds Trgt Date Retire R6 Series N/A Target Dates Target 2015 Allocation Allocation American Funds Trgt Date Retire R6 Series N/A Target 2025 Allocation Allocation American Funds Trgt Date Retire R6 Series N/A Cammack Retirement Group | © 2019 All Rights Reserved | For Plan Sponsor Use Only .