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Eq/equity 500 Index Portfolio Class Ib (0P00003D0Z)

US Funds

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87.555 +0.650 +0.74%

07/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 6.97B

Type: Fund

Market: United States

Issuer: AXA Equitable

Asset Class: Equity

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0P00003D0Z Overview

On this page you'll find an in-depth profile of Eq/equity 500 Index Portfolio Class Ib. Learn about the key management, total assets, investment strategy and contact information of 0P00003D0Z among other information.

Investment Strategy

The investment seeks a total return before expenses that approximates the total return performance of the Standard & Poor's 500® Composite Stock Index. The fund invests at least 80% of its net assets, plus borrowings for investment purposes, in equity securities in the S&P 500. For purposes of the Portfolio, equity securities in the S&P 500 Index may include financial instruments that derive their value from such securities. It also may lend its portfolio securities to earn additional income.

Contact Information

Address 1290 Avenue of the Americas
New York,NY 10104
United States

Phone 877-222-2144

Web www.equitable-funds.com

Top Executives

Name	Title	Since	Until
Joshua B. Lisser	Senior Vice President	2022	Now
Biography	Joshua B. Lisser, Senior Vice President/Chief Investment Officer, Index Strategies and is a member of the Blend Solutions Team. He joined Alliance Capital in 1992 as a portfolio manager in the index strategies group and developed the international and global risk controlled equity services. Prior to joining Alliance Capital, Joshua was with Equitable Capital specializing in derivative investment strategies.
Geoff Tomlinson	Portfolio Manager	2022	Now
Biography	Geoff Tomlinson, CFA® is a Portfolio Manager for Index Strategies at AllianceBernstein. He joined AllianceBernstein in 2006 as an associate in the Institutional Investment Management Sales Group. Prior to transitioning to his current role, from 2011 to 2019, Mr. Tomlinson was a portfolio analyst for Index Strategies, with a focus on custom index and enhanced index strategies.
Kenneth T. Kozlowski	Executive Vice President	2011	Now
Biography	Kenneth T. Kozlowski, CFP, CLU, ChFC, is the lead portfolio manager and Chief Investment Officer for EIMG LLC. Mr. Kozlowski is a Managing Director of Equitable Life Insurance Company (“Equitable”) and has served as Executive Vice President and Chief Investment Officer of EIMG LLC since June 2012. He has had primary responsibility for the asset allocation, fund selection and rebalancing of Equitable’s funds-of-funds since 2003.
Alwi Chan	Portfolio Manager	2009	Now
Biography	Alwi Chan, CFA is a Vice President of the Trusts and member of each Trust’s Valuation Committee. He has served as a Lead Director of AXA Equitable and Senior Vice President and Deputy Chief Investment Officer of FMG LLC since June 2012. Mr. Chan assists in portfolio analysis, rebalancing and fund selection. Mr. Chan earned a Bachelor’s degree in Economics from Trisakti University (Indonesia) and an MBA from Tulane University. Mr. Chan holds the Chartered Financial Analyst (CFA) designation.
Katherine Robertson	Portfolio Manager	2022	2024
Biography	Katherine Robertson is a Portfolio Manager for Index Strategies at AllianceBernstein. She joined AllianceBernstein in 2007 and transitioned into her current role in 2021, after seven years as a manager in the Multi-Asset Solutions Portfolio Management Group.
Judith A. DeVivo	Senior Vice President	1994	2022
Biography	Judith DeVivo, a Senior Vice President and Portfolio Manager, joined AllianceBernstein in 1971, joined the Passive Management Group in 1984 and has had portfolio management responsibility since that time. She has held a variety of positions throughout the firm. Just prior to joining the passive management group in 1984, she was head of portfolio administration for the firm.
Xavier Poutas	Portfolio Manager	2011	2014
Biography	Xavier Poutas, CFA has been a Lead Director of Equitable since October 2018 and a co-portfolio manager of EIM LLC since May 2011. Mr. Poutas assists in portfolio analysis, rebalancing and portfolio performance evaluation with respect to the Fund-of-Funds Portfolios and ETF Sleeves. Mr. Poutas received his MS in Accounting and Finance from the University of Nantes (France) in 2000 and his B.B.A. in Accounting and Finance in 1999 from Ecole Superieure des Sciences Commerciales d'Angers (France). Mr. Poutas holds the Chartered Financial Analyst (CFA) designation.

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Recent Quotes

	Name	Price	Chg.	Chg. %
	EQ/Equity 500 Ind.	87.555	+0.650	+0.74%