EQ/Aggressive Allocation Portfolio
EQ Advisors Trust
Fund profile
As filed in the prospectus · 2025 Q2
Seeks to achieve long-term capital appreciation.
The fund invests in other mutual funds selected to achieve a target allocation of approximately 90% equities and 10% fixed income, with equity exposure split among foreign securities, large-cap, and small/mid-cap stocks, and fixed income split between investment-grade and high-yield bonds. Day-to-day investment decisions for the underlying portfolios are delegated to one or more sub-advisers. The fund may also invest in underlying portfolios that reduce equity exposure when market volatility exceeds specific thresholds, which could cause the fund to deviate significantly from its target allocations and underperform during rising markets.
| Share class | Expense ratio |
|---|---|
| C000243542 | 0.91% |
| C000243543 | 1.16% |
Portfolio turnover 15.00% · as of 2025 Q2
Allocation
Asset groups · long / short shown separately, never netted · 2026 Q2
| Other | 99.97% |
Latest quarter
What changed since the fund's previous filing
Return profile
Total return as filed — price change plus distributions reinvested · trailing figures to 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
| Ticker | Issuer | %NAV | Value | Shares |
|---|---|---|---|---|
| — | ATM Large Cap Managed Volatility Portfolio | 23.23% | $794.02M | — |
| — | ATM International Managed Volatility Portfolio | 10.60% | $362.18M | — |
| — | ATM Small Cap Managed Volatility Portfolio | 8.94% | $305.50M | — |
| — | EQ/Large Cap Core Managed Volatility Portfolio | 4.41% | $150.58M | — |
| — | EQ/MFS International Growth Portfolio | 4.06% | $138.90M | — |
| — | EQ/Global Equity Managed Volatility Portfolio | 4.06% | $138.67M | — |
| — | EQ/AB Small Cap Growth Portfolio | 4.04% | $137.94M | — |
| — | EQ/ClearBridge Select Equity Managed Volatility Portfolio | 3.39% | $116.00M | — |
| — | EQ/International Value Managed Volatility Portfolio | 3.02% | $103.02M | — |
| — | 1290 VT GAMCO Small Company Value Portfolio | 2.72% | $92.99M | — |
Top 10 positions are 68.47% of net assets, top 25 94.15%, across 36 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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