EQ/Moderate Allocation Portfolio
EQ Advisors Trust
Fund profile
As filed in the prospectus · 2025 Q2
Seeks to achieve long-term capital appreciation and current income.
The fund invests in other mutual funds selected to achieve a target allocation of approximately 50% equities and 50% fixed income, with specific targets including 20% large-cap equities, 15% foreign equities, 15% small/mid-cap equities, 45% investment-grade bonds, and up to 5% high-yield bonds; day-to-day investment decisions are delegated to one or more sub-advisers. Some underlying funds may tactically 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. Actual allocations may deviate from targets by up to 15% of assets.
| Share class | Expense ratio |
|---|---|
| C000243556 | 1.08% |
| C000243557 | 1.08% |
| C000243558 | 0.83% |
Portfolio turnover 13.00% · as of 2025 Q2
Allocation
Asset groups · long / short shown separately, never netted · 2026 Q2
| Other | 99.93% |
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 | 12.13% | $628.67M | — |
| — | EQ/Intermediate Government Bond Portfolio | 10.61% | $549.78M | — |
| — | EQ/Core Bond Index Portfolio | 8.78% | $455.03M | — |
| — | EQ/Long-Term Bond Portfolio | 7.02% | $363.76M | — |
| — | ATM International Managed Volatility Portfolio | 5.98% | $310.13M | — |
| — | Multimanager Core Bond Portfolio | 4.88% | $252.71M | — |
| — | EQ/PIMCO Ultra Short Bond Portfolio | 4.62% | $239.68M | — |
| — | ATM Small Cap Managed Volatility Portfolio | 4.34% | $224.79M | — |
| — | 1290 VT DoubleLine Opportunistic Bond Portfolio | 3.65% | $189.39M | — |
| — | EQ/Core Plus Bond Portfolio | 2.94% | $152.15M | — |
Top 10 positions are 64.94% of net assets, top 25 92.11%, 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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