Charter Conservative Portfolio Class B
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
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Performance
Beta
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7-Day Total Return
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30-Day Total Return
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60-Day Total Return
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90-Day Total Return
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Year to Date Total Return
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1-Year Total Return
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2-Year Total Return
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3-Year Total Return
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5-Year Total Return
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Last Bull Market Total Return
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Last Bear Market Total Return
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Forward Dividend Yield
Price
1-Month Low
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1-Month High
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52-Week Low
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NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Company Information
Provider
AXA Equitable
Manager/Tenure
(Years)
(Years)
Alwi Chan (5), Kenneth T. Kozlowski (5), Xavier Poutas (5), 1 other
Address
AXA Equitable
New York NY - 10104
New York NY - 10104
Country
United States
Phone Number
877-222-2144
Investment Strategy
The investment seeks a high level of current income. The fund pursues its investment objective by investing in other mutual funds managed by AXA Equitable Funds Management Group, LLC ("FMG LLC" or "Adviser") and in investment companies managed by investment managers other than FMG LLC and in exchange traded securities of other investment companies or investment vehicles. The fund's current asset allocation target is to invest approximately 20% of its assets in equity investments, 75% of its assets in fixed income investments and 5% of its assets in non-traditional (alternative) investments.