EQ/Moderate-Plus Allocation Portfolio
EQ Advisors Trust
Fund profile
As filed in the prospectus · 2025 Q2
Seeks to achieve long-term capital appreciation and current income, with a greater emphasis on capital appreciation.
The fund invests in other mutual funds selected to target approximately 70% equities across large-cap, small/mid-cap, and foreign securities, and 30% fixed income including investment-grade and high-yield bonds; day-to-day management of the underlying portfolios is delegated to one or more sub-advisers. Some underlying portfolios employ tactical volatility management that may reduce equity exposure during periods of market stress, potentially causing the fund to deviate significantly from its target allocations and underperform during rising markets. The fund may also use derivatives to reduce risk or enhance returns.
| Share class | Expense ratio |
|---|---|
| C000243560 | 0.87% |
| C000243561 | 1.12% |
Portfolio turnover 15.00% · as of 2025 Q2
Allocation
Asset groups · long / short shown separately, never netted · 2026 Q2
| Other | 99.96% |
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 | 16.95% | $1.16B | — |
| — | ATM Small Cap Managed Volatility Portfolio | 7.98% | $548.21M | — |
| — | ATM International Managed Volatility Portfolio | 7.68% | $527.76M | — |
| — | EQ/Intermediate Government Bond Portfolio | 5.79% | $397.98M | — |
| — | EQ/Long-Term Bond Portfolio | 5.06% | $347.50M | — |
| — | EQ/Core Bond Index Portfolio | 4.72% | $324.48M | — |
| — | EQ/AB Small Cap Growth Portfolio | 3.64% | $250.23M | — |
| — | EQ/Large Cap Core Managed Volatility Portfolio | 3.16% | $217.32M | — |
| — | EQ/Global Equity Managed Volatility Portfolio | 2.88% | $197.98M | — |
| — | Multimanager Core Bond Portfolio | 2.87% | $197.28M | — |
Top 10 positions are 60.74% of net assets, top 25 90.33%, 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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