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EQUI-PATH 403(b) Mutual Fund

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EQUI-PATH 403(b) Mutual Fund

  • Sophisticated Asset Allocation
  • Professional Money Management
  • Automatic Rebalancing
  • Optimum Market Portfolios is a professionally managed mutual fund asset allocation program. It packages a diverse series of mutual funds into a sophisticated asset allocation strategy – designed to help meet your financial goals within a risk profile that you have personally created with your AXA Advisors financial professional.

    The account features five primary portfolios ranging from Aggressive Growth to Income with Capital

  • Preservation, managed by well-known investment managers1 at Delaware Investments2, each an expert in their respective asset classes.

    The Optimum Funds take advantage of an approach commonly used by institutional portfolios, offering multiple money managers within a single fund to take advantage of their combined expertise, styles and insights.

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

AXA Advisors, LLC is proud to offer 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.

Experience, balance, simplicity 

The Optimum Market Portfolios account packages a diverse series of mutual funds into a sophisticated asset allocation strategy designed to help meet your financial goals while staying within a risk profile that you have personally created with your AXA Advisors financial professional. 

Five portfolio strategies 

The account features five primary portfolios ranging from Aggressive Growth to Income with Capital Preservation. These portfolios are comprised of the Optimum Funds1 managed by well-known investment managers1, each an expert in their respective asset classes.

Professionally managed

The Optimum Funds used in the Optimum Market Portfolios account are managed by several money managers who are well-respected in the industry. Delaware Investments2 is the manager and distributor of the Optimum Funds and each fund is designed to be subadvised by two managers with complementary investment styles. The Optimum Funds take advantage of an approach commonly used by institutional portfolios - offering multiple money managers within a single fund to take advantage of their combined expertise, styles and insights. The style diversification provided by the dual-manager approach may help further diversify your investment and potentially reduce risk in volatile markets. Delaware Investments, with assistance from LPL Financial Research, conducts ongoing evaluation and monitoring of the fund subadvisors in the Optimum Funds3. Delaware Investments is a member of Macquarie Group.

Automatic rebalancing

Over time, various components of a portfolio can grow at different rates, throwing off the target asset allocation. Each Optimum Market Portfolio is rebalanced to help your portfolio stay on course.

1 As the Optimum Funds' investment manager, Delaware Management Company, a series of Delaware Management Business Trust, has overall responsibility for the investment management of the Funds within the Optimum Market Portfolios, which includes recommending the Funds' sub-advisors and evaluating and monitoring each Fund and sub-advisor. Delaware has hired LPL Financial as a consultant to assist in ongoing investment reviews and in developing criteria by which Fund performance is measured. LPL Financial receives a consulting fee and sub-service agent fee based on invested assets. See the Optimum Funds Prospectus for details. Delaware Investments refers to Delaware Management Holdings, Inc. and its subsidiaries, including the Fund's distributor, Delaware Distributors, L.P. Delaware Investments is a member of Macquarie Group, which refers to Macquarie Group Limited and its subsidiaries and affiliates worldwide.

2 Delaware Investments refers to Delaware Management Holdings, Inc. and its subsidiaries, including the Funds' distributor, Delaware Distributors, L.P. Delaware Investments is a member of Macquarie Group, which refers to Macquarie Group Limited and its subsidiaries and affiliates worldwide.

3 LPL Financial receives a consulting fee and sub-service agent fee based on invested assets. See the funds' prospectus for details.

All Optimum Funds are offered by prospectus only. Investors should consider the investment objectives, risks and charges and expenses carefully before investing in a mutual fund. Prospectuses, which may be obtained from your Financial Professional, contain this and other information about the mutual fund and should be read carefully before investing.

Investments in the Optimum Market Portfolios are subject to market risk, will fluctuate and may lose value. Diversification does not guarantee a profit or protect against loss in a declining market.

AXA Advisors and LPL Financial do not provide legal or tax advice. Please review AXA Advisors' and LPL Financial’s Form ADV Part 2 (“Brochure”) prior to investing.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. AXA Advisors and its Financial Professionals are not affiliated with LPL Financial. 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 Equitable Life Insurance Company (AXA Equitable) New York, NY, is an affiliate of AXA Advisors, LLC.

GE-90385 (01/2016)