Charter Small Cap Growth 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
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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
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Performance
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NAV
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52-Week High
Company Information
Provider
AXA Equitable
Manager/Tenure
(Years)
(Years)
Alwi Chan (9), Kenneth T. Kozlowski (8), Xavier Poutas (8), 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 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.