EQ/Moderate Growth Strategy Portfolio

EQ Advisors Trust

$5.10B 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 current income.

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, allocating approximately 60% to equity investments and 40% to fixed income investments across domestic and foreign securities. The fund may reduce equity exposure when market volatility exceeds specific thresholds, which could result in underperformance during rising markets. The fund may employ derivatives including futures contracts to reduce risk, seek enhanced returns, or leverage exposure to certain asset classes.

Expenses
0.99%one share class
Share classExpense ratio
C0000750790.99%

Portfolio turnover 16.00% · as of 2025 Q2

Allocation

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

100.09%
of net assets
Other100.09%

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
+19.63%
3-year
+39.54%
5-year
+28.99%
Volatility
8.40%
Worst 3-yr fall
-7.91%
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.

Holdings

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

Issuer%NAVValue
EQ/500 Managed Volatility Portfolio35.10%$1.79B
EQ/2000 Managed Volatility Portfolio14.99%$765.19M
EQ/Core Bond Index Portfolio14.24%$726.78M
EQ/Long-Term Bond Portfolio8.43%$430.15M
EQ/International Managed Volatility Portfolio8.16%$416.51M
EQ/Intermediate Corporate Bond Portfolio7.12%$363.23M
EQ/Intermediate Government Bond Portfolio7.11%$362.97M
EQ/400 Managed Volatility Portfolio2.47%$125.96M
EQ/AB Short Duration Government Bond Portfolio2.46%$125.61M
Showing 9 of 9

Top 10 positions are 100.09% of net assets, top 25 100.09%, 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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