U
Charter Small Cap Value Portfolio Class B
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Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
0
Minimum Subsequent Investment
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Asset Allocation
Cash
Stock
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Services Offered
Qualified Investment
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Performance
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Company Information
Provider
AXA Equitable
Manager/Tenure
(Years)
Alwi Chan (9), Kenneth T. Kozlowski (8), Xavier Poutas (8), 1 other
Address
AXA Equitable
New York NY - 10104
Country
United States
Phone Number
877-222-2144
Investment Strategy
The investment seeks to achieve long-term growth of capital. The fund will invest in underlying funds and underlying ETFs such that at least 80% of its assets (net assets plus the amount of any borrowings for investment purposes) are invested in equity securities of small-capitalization companies (which may include derivatives exposure to equity securities of small capitalization companies). For purposes of this fund, small capitalization companies are companies with a market capitalization that is similar to or below the highest market capitalization range of the Russell 2000® Index at the time of investment.