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

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87,564 +0,300 +0,35%

22/11 - Fechado. Moeda em USD

Classificação da Morningstar:
Total de ativos: 7B

Tipo: Fundo

Mercado: EUA

Emissor: AXA Equitable

Classe de Ativo: Ações

0P00003D0Z - Visão Geral

Nesta página, você encontrará um perfil aprofundado de Eq/equity 500 Index Portfolio Class Ib. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de 0P00003D0Z, entre outras informações.

Categoria

Large Blend

Total de ativos

Despesas

0,54%

Data de início

01.05.1997

Informações de Contato

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

Telefone 877-222-2144

Site www.equitable-funds.com

Principais Executivos

Nome	Título	Desde	Até
Joshua B. Lisser	Senior Vice President	2022	Agora
Biografia	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	Agora
Biografia	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	Agora
Biografia	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	Agora
Biografia	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
Biografia	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
Biografia	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
Biografia	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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Cotações Recentes

	Nome	Preço	Variação	Var. %
	EQ/Equity 500 Ind.	87,564	+0,300	+0,35%