04/30/2024 | Press release | Distributed by Public on 04/30/2024 11:39
Not applicable.
|
EQ/Global Equity Managed Volatility Portfolio
|
Class IA
Shares
|
Class IB
Shares
|
Class K
Shares
|
Management Fee
|
0.73%
|
0.73%
|
0.73%
|
Distribution and/or Service Fees (12b-1 fees)
|
0.25%
|
0.25%
|
0.00%
|
Other Expenses
|
0.19%
|
0.19%
|
0.19%
|
Total Annual Portfolio Operating Expenses
|
1.17%
|
1.17%
|
0.92%
|
Fee Waiver and/or Expense Reimbursement1
|
(0.07)%
|
(0.07)%
|
(0.07)%
|
Total Annual Portfolio Operating Expenses After Fee Waiver and/or Expense Reimbursement
|
1.10%
|
1.10%
|
0.85%
|
1 Year
|
3 Years
|
5 Years
|
10 Years
|
|
Class IA Shares
|
$112
|
$365
|
$637
|
$1,414
|
Class IB Shares
|
$112
|
$365
|
$637
|
$1,414
|
Class K Shares
|
$87
|
$286
|
$502
|
$1,125
|
Best quarter (% and time period)
|
14.89%
|
2020 2nd Quarter
|
Worst quarter (% and time period)
|
-19.33%
|
2020 1st Quarter
|
One
Year
|
Five
Years
|
Ten
Years
|
|
EQ/Global Equity Managed Volatility Portfolio - Class IA
|
21.36%
|
9.74%
|
6.29%
|
EQ/Global Equity Managed Volatility Portfolio - Class IB
|
21.37%
|
9.74%
|
6.29%
|
EQ/Global Equity Managed Volatility Portfolio - Class K
|
21.70%
|
10.01%
|
6.56%
|
MSCI ACWI (Net) Index (reflects no deduction for fees, expenses, or taxes, except foreign withholding taxes)
|
22.20%
|
11.72%
|
7.93%
|
Name
|
Title
|
Date Began
Managing
the Portfolio
|
Kenneth T. Kozlowski, CFP®, CLU, ChFC
|
Executive Vice President and Chief Investment
Officer of EIM
|
May 2011
|
Alwi Chan, CFA®
|
Senior Vice President and Deputy Chief
Investment Officer of EIM
|
May 2009
|
Xavier Poutas, CFA®
|
Vice President and Assistant Portfolio Manager
of EIM
|
May 2015
|
Miao Hu, CFA®
|
Vice President and Assistant Portfolio Manager
of EIM
|
May 2016
|
Kevin McCarthy
|
Vice President and Assistant Portfolio Manager
of EIM
|
May 2020
|
Name
|
Title
|
Date Began
Managing
the Portfolio
|
Paul Psaila
|
Managing Director of MSIM Inc.
|
August 1997
|
Amay Hattangadi
|
Managing Director of Morgan Stanley
Investment Management Company, an affiliate
of MSIM Inc.
|
July 2018
|
Eric Carlson
|
Managing Director of MSIM Inc.
|
October 2006
|
Name
|
Title
|
Date Began
Managing
the Portfolio
|
John Delano, CFA®
|
Portfolio Manager of Invesco
|
May 2017
|
Name
|
Title
|
Date Began
Managing
the Portfolio
|
Jennifer Hsui, CFA®
|
Managing Director of BlackRock, Inc.
|
May 2019
|
Paul Whitehead
|
Managing Director of BlackRock, Inc.
|
January 2022
|
Peter Sietsema, CFA®
|
Director of BlackRock, Inc.
|
February 2023
|