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Eq/aggressive Strategy Growth Portfolio Class Ib (0P0000VC3U)

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18.666 +0.130    +0.72%
25/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  AXA Equitable
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 5.76B
AXA Aggressive Strategy Portfolio Class IB 18.666 +0.130 +0.72%

Eq/aggressive Strategy Growth Portfolio Class Ib Overview

 
On this page you'll find an in-depth profile of Eq/aggressive Strategy Growth Portfolio Class Ib. Learn about the key management, total assets, investment strategy and contact information of 0P0000VC3U among other information.
Category

Allocation--70% to 85% Equity

Total Assets

5.76B

Expenses

0.49%

Inception Date

Apr 12, 2012

Investment Strategy

The investment seeks long-term capital appreciation and current income, with a greater emphasis on capital appreciation. The fund pursues its investment objective by investing in other mutual funds ("underlying portfolios") managed by the adviser and sub-advised by one or more investment sub-advisers. It invests approximately 80% of its assets in equity investments and approximately 20% of its assets in fixed income investments through investments in underlying portfolios.

Contact Information

Address 1290 Avenue of the Americas
New York,NY 10104
United States
Phone 877-222-2144

Top Executives

Name Title Since Until
Kevin McCarthy Co-portfolio manager 2021 Now
Biography Kevin McCarthy has been a Director of AXA Equitable since December 2018. Mr. McCarthy joined AXA Equitable in August 2015 as a Lead Manager. His responsibilities include portfolio analysis, portfolio evaluation, rebalancing and fund selection with respect to the Fund-of-Funds Portfolios. Previously, he was a Senior Quantitative Analysts at Aviva Investors, a Risk Analyst at Kenmar Olympia Group, and a Quantitative Researcher at Tremont Capital Management. Mr. McCarthy holds a BS in Economics from the State University of New York and an MBA focused in Finance from Baruch College.
Miao Hu Assistant Portfolio Manager 2016 Now
Biography Miao Hu, CFA, CAIA has been an Assistant Portfolio Manager of FMG LLC since May 2016. She has served as a Director of Portfolio Analytics of FMG LLC since December 2014. She joined AXA Equitable as a Lead Manager in November 2013. Ms. Hu holds a MS in Communications from University of Ulster (Northern Ireland, UK) and a BA in Marketing from Dalian Maritime University (China). She holds the Chartered Financial Analyst (CFA) and the Chartered Alternative Investment Analyst (CAIA) designations.
Kenneth T. Kozlowski Executive Vice President 2012 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 2012 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.
Xavier Poutas Portfolio Manager 2012 Now
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.
Adam M. Cohen Assistant Portfolio Manager 2015 2016
Biography Adam M. Cohen, CFA® has served as an Assistant Portfolio Manager of FMG LLC since January 2013. He served as an Investment Analyst from September 2010 through December 2012. Prior to that, he served as Compliance Director of FMG LLC from October 2008 to September 2010.
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