Investments

Investment Options

The ADA Members Retirement Program offers a diversified selection of investment options across the asset class spectrum including a guaranteed option in which participants can choose to invest their retirement plan assets. For participant information related to all of the investments offered in the Program please select the Participant Fee Disclosure link in the Investment/Fee Documents box below. In this same box you will find the plan fee disclosure document as well as important documents that will assist participants in understanding the investment options available to them and how to develop an investment strategy for their retirement plan accounts.

It may surprise you to learn that asset allocation is considered one of the most important tools for successful investing. By diversifying among different types of investment options, you may be able to reach your long-term goals while managing your exposure to market risk. Asset allocation simply means diversifying a portfolio among different asset classes, such as stocks, bonds and cash equivalents, in an effort to manage risk.

The ADA Members Retirement Program, which is funded by a group variable annuity, provides an easy, convenient way to create a diversified portfolio best suited to your investment goals, time horizon and attitude toward risk.

Three Investment Strategies to choose from

We offer you three investment strategies from which to choose. Each method provides for the necessary diversification to help reduce risk while meeting your long-term investment objectives. The three investment strategies are Asset Allocation - Age Based, Asset Allocation - Risk Based, and Choose Your Own Investment Mix.

Investment Option Fund Fact Sheet Summary Prospectus Program Prospectus Investment Performance Portfolio Expenses Glossary
Option 1 - Asset Allocation Age-Based
1290 Retirement 2020 PDF PDF PDF PDF PDF PDF
1290 Retirement 2025 PDF PDF PDF PDF PDF PDF
1290 Retirement 2030 PDF PDF PDF PDF PDF PDF
1290 Retirement 2035 PDF PDF PDF PDF PDF PDF
1290 Retirement 2040 PDF PDF PDF PDF PDF PDF
1290 Retirement 2045 PDF PDF PDF PDF PDF PDF
1290 Retirement 2050 PDF PDF PDF PDF PDF PDF
1290 Retirement 2055 PDF PDF PDF PDF PDF PDF
1290 Retirement 2060 PDF PDF PDF PDF PDF PDF
Target 2015 Allocation PDF PDF PDF PDF PDF PDF
Target 2025 Allocation PDF PDF PDF PDF PDF PDF
Target 2035 Allocation PDF PDF PDF PDF PDF PDF
Target 2045 Allocation PDF PDF PDF PDF PDF PDF
Target 2055 Allocation PDF PDF PDF PDF PDF PDF
Option 2 - Asset Allocation Risk-Based
1290 VT DoubleLine Dynamic Allocation PDF PDF PDF PDF PDF PDF
All Asset Growth - Alt 20 PDF PDF PDF PDF PDF PDF
AXA Aggressive Allocation PDF PDF PDF PDF PDF PDF
AXA Conservative Allocation PDF PDF PDF PDF PDF PDF
AXA Conservative-Plus Allocation PDF PDF PDF PDF PDF PDF
AXA Moderate Allocation PDF PDF PDF PDF PDF PDF
AXA Moderate-Plus Allocation PDF PDF PDF PDF PDF PDF
Option 3 - Choose Your Own Investment Mix
Cash Equivalents
Guaranteed Interest Option PDF Note PDF Note Note PDF
Bonds
Charter Multi-Sector Bond PDF PDF PDF PDF PDF PDF
EQ/Core Bond Index PDF PDF PDF PDF PDF PDF
Multimanager Core Bond PDF PDF PDF PDF PDF PDF
Vanguard VIF Total Bond Market Index PDF PDF PDF PDF PDF PDF
Sector/Specialty
1290 VT GAMCO Mergers & Acqiusitions PDF PDF PDF PDF PDF PDF
Multimanager Technology PDF PDF PDF PDF PDF PDF
Large Cap Growth
AXA Large Cap Growth Managed Volatility PDF PDF PDF PDF PDF PDF
AXA/ClearBridge Large Cap Growth PDF PDF PDF PDF PDF PDF
EQ/Large Cap Growth Index PDF PDF PDF PDF PDF PDF
EQ/T. Rowe Price Growth Stock PDF PDF PDF PDF PDF PDF
Large Cap Blend
EQ/Equity 500 Index PDF PDF PDF PDF PDF PDF
Vanguard VIF Total Stock Market Index PDF PDF PDF PDF PDF PDF
Large Cap Value
1290 VT Equity Income PDF PDF PDF PDF PDF PDF
AXA Large Cap Value Managed Volatility PDF PDF PDF PDF PDF PDF
EQ/Invesco Comstock PDF PDF PDF PDF PDF PDF
EQ/JPMorgan Value Opportunities PDF PDF PDF PDF PDF PDF
Mid Cap Growth
AXA/Janus Enterprise PDF PDF PDF PDF PDF PDF
Mid Cap Blend
EQ/Mid Cap Index PDF PDF PDF PDF PDF PDF
Mid Cap Value
AXA Mid Cap Value Managed Volatility PDF PDF PDF PDF PDF PDF
Small Cap Growth
AXA/AB Small Cap Growth PDF PDF PDF PDF PDF PDF
Small Cap Blend
EQ/Small Company Index PDF PDF PDF PDF PDF PDF
Small Cap Value
1290 VT GAMCO Small Company Value PDF PDF PDF PDF PDF PDF
International/Global
AXA Global Equity Managed Volatility PDF PDF PDF PDF PDF PDF
AXA International Core Managed Volatility PDF PDF PDF PDF PDF PDF
AXA Templeton Global Equity Managed Volatility PDF PDF PDF PDF PDF PDF
EQ/MFS International Growth PDF PDF PDF PDF PDF PDF
EQ/PIMCO Global Real Return PDF PDF PDF PDF PDF PDF

Investment Portfolios are subject to market risk, including loss of principal. For the Target Date and Asset Allocation Portfolios you will incur higher costs with these portfolios than if you were to invest directly in the underlying portfolios. However, not all of the underlying portfolios may be available as an investment option in the group annuity contract. An investor investing directly in the underlying portfolios would not receive the asset allocation and rebalancing services provided by AXA Equitable. The Target Date Allocation Portfolios are not guaranteed at any time including the target date. Your account value may be less than your original account value at the target date.

For complete information including risks, charges and expenses. Click here to view the ADA Members Retirement Program Prospectus. Read it carefully before you invest or send money.

For more information on how to develop your investment strategy, please consult with one of our Retirement Program Specialists.

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