Pivotal Select
Net Returns as of Tuesday, January 31, 2023
Portfolio Funds |
|
1m % |
3m % |
6m % |
1y % |
3y % |
5y % |
10y % |
Total Assets (000's) |
Equitable Life Active Balanced Growth Portfolio Select |
|
4.73 |
5.16 |
2.56 |
-4.34 |
2.39 |
3.00 |
- |
$45,338 |
Equitable Life Active Balanced Income Portfolio Select |
|
4.29 |
4.76 |
1.80 |
-5.13 |
0.29 |
1.86 |
- |
$14,192 |
Equitable Life Active Balanced Portfolio Select |
|
4.36 |
4.99 |
1.94 |
-4.87 |
0.77 |
2.02 |
- |
$27,027 |
Equitable Life Fidelity Tactical Asset Allocation Balanced Portfolio Select |
|
4.17 |
5.70 |
3.21 |
-6.34 |
1.03 |
1.07 |
- |
$19,654 |
Equitable Life Fidelity Tactical Asset Allocation Growth Portfolio Select |
|
5.12 |
6.34 |
4.35 |
-6.62 |
- |
- |
- |
$4,890 |
Equitable Life Fidelity Tactical Asset Allocation Income Portfolio Select |
|
3.66 |
5.15 |
1.80 |
-6.88 |
-0.28 |
0.50 |
- |
$6,975 |
Equitable Life Quotential Balanced Growth Portfolio Select |
|
3.98 |
5.25 |
2.17 |
-5.99 |
1.62 |
1.88 |
- |
$48,588 |
Equitable Life Quotential Balanced Income Portfolio Select |
|
3.60 |
4.77 |
0.89 |
-6.75 |
-0.25 |
0.73 |
- |
$27,211 |
Equitable Life Quotential Diversified Equity Portfolio Select |
|
4.61 |
6.85 |
4.97 |
-6.21 |
4.05 |
3.82 |
- |
$31,500 |
Equitable Life Quotential Diversified Income Portfolio Select |
|
3.32 |
4.43 |
-0.01 |
-7.32 |
-1.84 |
-0.16 |
- |
$24,480 |
Equitable Life Quotential Growth Portfolio Select |
|
4.37 |
5.74 |
3.39 |
-5.25 |
3.40 |
2.95 |
- |
$26,982 |
Sustainable Investments include investments that intend to apply one or more ESG (Environmental, Social and Governance) principles in their investment strategy.
Any amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value. Past performance is not indicative of future performance.
IMPORTANT NOTE: Fundamental changes were made to the following underlying funds: Equitable Life Mackenzie Unconstrained Fixed Income Fund (April 1, 2019), Equitable Life Mackenzie Global Strategic Income Fund (June 7, 2021), Equitable Life Fidelity Special Situations Fund (August 2, 2013 and June 7, 2021), and Equitable Life Fidelity Tactical Asset Allocation Income Portfolio (June 7, 2021). These changes would have affected the segregated funds’ performance either positively or negatively had the change been in effect throughout the periods shown.