1290 VT GAMCO Small Company Value Portfolio

EQ Advisors Trust

Actively managed U.S. equity fund
$4.48B NAV
381 positions · as of 2026-06-30 · filed 2026-08-25

Fund classification

Classified from what the fund holds · as of 2026 Q2

1290 VT GAMCO Small Company Value Portfolio is an actively managed U.S. equity fund. 12% of 1290 VT GAMCO Small Company Value Portfolio’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 95% of the fund’s equity).

Asset class
Equity
Region
United States
Management
Actively managed
Fund type
Open-end fund

Fund profile

As filed in the prospectus · 2025 Q2

Seeks to maximize capital appreciation.

Strategy · summarised

The fund invests at least 80% of assets in stocks of small-capitalization companies with market capitalizations of $2.0 billion or less, selected through fundamental analysis that identifies stocks trading below their private market value—the price informed investors would pay to acquire the entire company. The Sub-Adviser may also hold preferred stocks and warrants believed to offer capital growth, and may invest in foreign securities. A sub-adviser makes day-to-day investment decisions using proprietary research to focus on strong companies in out-of-favor sectors or those exhibiting a catalyst for change. Because returns depend on the Sub-Adviser's security selections and valuations, results may diverge from those of other small-cap value strategies.

Expenses
0.80% 1.05%across 2 share classes
Share classExpense ratio
C0000248881.05%
C0001041780.80%

Portfolio turnover 4.00% · as of 2025 Q2

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

99.14%
of net assets
Stocks97.37%
Cash & short-term1.76%
Other0.00%
Derivatives0.00%

Derivatives are shown at market value, not notional exposure.

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Industrials46.7%
Consumer Discretionary12.2%
Communication Services9.3%
Materials6.0%
10 smaller25.8%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Portfolio growth profile

How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2

Revenue growth
12%of stock holdings in top-quartile growers
covering 95% of the fund’s equity

Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 7 new7 exited

New: VICI, AVO, TMHC, MS GOVT US LEX, MCFT, Liberty Latin America Ltd., FIGXX FID INST GOVT LEX

Exited: Masimo Corp., Flushing Financial Corp., GDEN, Calavo Growers, Inc., MPX, Iveco Group NV, Farmer Bros Co.

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

1-year
0 of 12 months
3-year
13 of 36 months
5-year
37 of 60 months
Volatility
Worst 3-yr fall
Cumulative return· Jul 2023 – Apr 2026

May 2026 and Jun 2026 have been filed since the trailing figures were struck, so they are not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

This fund changed legal form during the period shown. The history above is continuous — it spans both eras, and the change is not a gap in reporting.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
Mueller Industries, Inc.MLI2.77%$124.16M
GATX Corp.GATX2.59%$116.27M
Crane Co.CR2.45%$109.75M
Watts Water Technologies, Inc.WTS1.94%$87.10M
Rush Enterprises, Inc.RUSHB1.76%$78.73M
AMETEK, Inc.AME1.73%$77.42M
Oil-Dri Corp. of AmericaODC1.64%$73.45M
Madison Square Garden Sports Corp.MSGS1.57%$70.52M
Penske Automotive Group, Inc.PAG1.57%$70.33M
ATI, Inc.ATI1.56%$70.07M
Showing 10 of 381Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what the fund paid.

Top 10 positions are 19.58% of net assets, top 25 38.38%, across 371 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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