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EQUI-PATH 403(b) Mutual Fund

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For Customers, Financial Professionals and Employees

New to AXA? Need to register?

For Employer Plan Administrators

Retirement Gateway, Retirement Strategies or Momentum
- View demo

EQUI-PATH 403(b) Mutual Fund

  • Theme-based portfolios
  • Portfolio diversification
  • Overlay portfolio management
  • Model Wealth Portfolios is a professionally managed mutual fund and exchange-traded fund (“ETF”) asset allocation program that can help you realize your goals through a unique asset management strategy.  It provides a disciplined investment process backed by expert resources all orchestrated by your AXA Advisors financial professional on your behalf.

    This strategy addresses your needs through a series of theme-based portfolios constructed by industry-leading strategists, providing you access to institutional-caliber portfolio design and management. 

  • From the asset allocation models, to the selection and combination of mutual fund managers, each portfolio is designed to address the objectives of your investment theme.

    With the assistance of your financial professional, you can select an investment strategy that meets your unique financial situation.  

    Once your portfolio is implemented, the strategist and your Financial Professional work continuously in partnership to monitor, interpret and adjust to the latest economic and financial developments.

Want more details on how this product may help you? Talk to a financial professional

AXA Advisors, LLC is proud to offer the world-class products and services of LPL Financial. LPL Financial is one of the nation’s leading financial services companies and a leading independent broker/dealer. LPL Financial provides industry expertise, independent research, and world-class investment products and platforms to financial professionals.

Theme-based investing

Model Wealth Portfolios (MWP) are built around a process to specifically meet your changing investment needs as your lifestyle and future goals evolve.

Theme-based investment models allow you to focus your strategy on what is most important for you, such as retirement income, protecting your wealth in a down market, minimizing taxes, trying to capture excess returns and more.

The theme-based portfolios are thoughtfully constructed by industry-leading strategists. From the asset allocation models, to the selection and combination of mutual fund managers, each portfolio is specifically designed to address the objectives of your investment theme.

With the assistance of your financial professional, you can select an investment strategy that meets your unique financial situation.

Key features and benefits

Your financial professional focuses significant energy and resources around creating and maintaining the right investment strategy for you that is:

  • Designed to address your specific goals
  • Managed by expert strategists and overlay portfolio managers
  • Diversified by asset type and mutual fund manager
  • Rebalanced regularly
  • Integrated with tax management services
  • Monitored against defined standards and performance indices

Your investment strategist

Your financial professional, who is backed by industry-leading strategists, provides access to institutional caliber portfolio design and management.  Following the implementation of your portfolio design, the strategist and your financial professional work continuously to interpret and adjust to the latest economic and financial developments. This partnership ensures consistent monitoring of your Model Wealth Portfolio and provides meaningful, current information.

Your Overlay Portfolio Management Group

The Overlay Portfolio Management Group works closely with the investment strategists to ensure that your portfolio maintains its intended investment objective, while rebalancing allocations to maintain the most current recommended models. They also perform seamless execution of your personal transactions such as systematic deposits and withdrawals and tax harvesting as well as changes to the investment objective or theme.

AXA Advisors and LPL Financial do not provide legal or tax advice. Please review LPL Financial's Program Form and AXA Advisors' Form ADV Part II carefully prior to investing.

Investments in the Model Wealth Portfolios are subject to market risk, will fluctuate and may lose value.

Diversification and rebalancing do not guarantee a profit or protect against loss in a declining market.

Please consider the charges, risks, expenses, and investment objectives carefully before purchasing a mutual fund. For a prospectus containing this and other information, please contact a financial professional. Read it carefully before you invest or send money.

Please be advised that this Web page is not intended as legal or tax advice. Accordingly, any tax information provided on this Web page is not intended or written to be used, and cannot be used, by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer. The tax information was written to support the promotion or marketing of the transaction(s) or matter(s) addressed and you should seek advice based on your particular circumstances from an independent tax advisor.

AXA Advisors, LLC, member FINRA/SIPC serves as the introducing broker/dealer and LPL Financial, member FINRA/SIPC, serves as the clearing broker/dealer for brokerage accounts. AXA Advisors, LLC serves as an investment advisor and LPL Financial serves as the principal sponsor, an investment advisor and the broker/dealer for the LPL Financial investment advisory programs offered through AXA Advisors' Financial Professionals. To access the LPL Financial Privacy Policy, which outlines how information is collected and used and provides the measures LPL Financial takes to safeguard that information, click here. AXA Advisors and its Financial Professionals are not affiliated with LPL Financial.AXA Equitable Life Insurance Company (AXA Equitable) New York, NY, is an affiliate of AXA Advisors, LLC.

GE-90383 (01/2016)