EQ/Growth Strategy Portfolio

EQ Advisors Trust

$4.72B NAV
9 positions · as of 2026-06-30 · filed 2026-08-25

Fund profile

As filed in the prospectus · 2025 Q2

Seeks long-term capital appreciation and current income, with a greater emphasis on capital appreciation.

Strategy · summarised

The fund invests in other mutual funds managed by Equitable Investment Management Group and sub-advised by one or more investment sub-advisers, targeting approximately 70% in equities and 30% in fixed income across small-, mid- and large-cap stocks, government and investment-grade securities, high-yield bonds, and mortgage-backed securities, with both domestic and foreign issuers. Some underlying portfolios employ tactical volatility management that may significantly reduce equity exposure when market volatility exceeds specific thresholds, potentially causing the fund to deviate materially from its target allocation and underperform during rising markets. The fund may also use derivatives including futures to reduce risk or enhance returns.

Expenses
1.01%one share class
Share classExpense ratio
C0000755151.01%

Portfolio turnover 17.00% · as of 2025 Q2

Allocation

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

100.06%
of net assets
Other100.06%

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 0 new0 exited

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
EQ/500 Managed Volatility Portfolio40.92%$1.93B
EQ/2000 Managed Volatility Portfolio17.73%$837.35M
EQ/Core Bond Index Portfolio10.34%$488.60M
EQ/International Managed Volatility Portfolio9.49%$448.27M
EQ/Long-Term Bond Portfolio6.69%$316.21M
EQ/Intermediate Corporate Bond Portfolio5.18%$244.84M
EQ/Intermediate Government Bond Portfolio5.17%$244.24M
EQ/400 Managed Volatility Portfolio2.60%$122.84M
EQ/AB Short Duration Government Bond Portfolio1.93%$91.20M
Showing 9 of 9

Top 10 positions are 100.06% of net assets, top 25 100.06%, across 9 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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