1290 VT Low Volatility Global Equity Portfolio

C000131503 Fund Overview

1290 VT Low Volatility Global Equity Portfolio is a US mutual fund managed by Eq Advisors Trust, categorised as Capital Appreciation / Growth Allocation. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.

• Type: US mutual fund
• Manager: Eq Advisors Trust
• Category: Capital Appreciation / Growth Allocation
• Assets under management: $4.20M
• 1-year return: 15.7%
• SEC CIK: 0001027263
• SEC series ID: S000042516
• Share class ID: C000131503

C000131503 Investment Objective and Strategy

1290 VT Low Volatility Global Equity Portfolio describes its objective and strategy as follows, from its latest prospectus filed with the SEC by Eq Advisors Trust.

Investment objective

Seeks long-term capital appreciation with lower absolute volatility than the broad equity markets.

Principal investment strategy

Under normal market conditions, the Portfolio invests at least 80% of its net assets, plus borrowings for investment purposes, in equity securities. The Portfolio will invest in equity securities through investments in exchange-traded securities of other investment companies and investment vehicles (exchange-traded funds or ETFs). The Portfolio invests primarily in ETFs that, in turn, invest substantially all of their assets in equity securities that are believed to have lower absolute volatility than the markets in which the ETF invests. Volatility is one way to measure risk and, in this context, refers to the tendency of investments and markets to fluctuate over time. Stocks that exhibit lower absolute volatility may, over a market cycle, be able to earn investment returns comparable to market returns but with less volatility than the markets.

The Portfolio may invest in ETFs that invest in securities of companies of any size in developed and emerging markets throughout the world. Under normal market conditions, the Portfolio expects to invest in ETFs such that at least 40% of the Portfolios net assets will be invested in securities of issuers located in at least three countries (one of which may be the United States). The Portfolio invests its assets in ETFs in accordance with weightings determined by AXA Equitable Funds Management Group, LLC (FMG LLC or the Adviser), the Portfolios investment manager. ETFs are investment companies or other investment vehicles whose shares are listed and traded on U.S. stock exchanges or otherwise traded in the over-the-counter market and may be purchased and sold throughout the trading day based on their market price.

Generally, an ETF seeks to track a securities index or a basket of securities that an index provider (such as Standard & Poors, Dow Jones, Russell or Morgan Stanley Capital International (MSCI)) selects as representative of a market, market segment, industry sector, country or geographic region. An index-based ETF generally holds the same stocks or bonds as the index it tracks (or it may hold a representative sample of such securities). Accordingly, an index-based ETF is designed so that its performance, before fees and expenses, will correspond closely with that of the index it tracks. ETFs may also be actively managed. The ETFs in which the Portfolio may invest are referred to herein as the Underlying ETFs. The Adviser uses a two-stage asset allocation process to create an investment portfolio of ETFs for the Portfolio.

The first stage involves a strategic asset allocation that is intended to achieve a desired risk/return profile for the Portfolio, while providing broad exposure to U.S. and foreign securities. In this stage, the Adviser decides what portion of the Portfolios assets should be invested in various geographic regions and market capitalization segments based on an evaluation of the potential return characteristics and risks of the particular asset classes in which the Portfolio may invest. Currently, the Portfolio intends to invest (through ETFs) approximately 50% of its assets in U.S. securities. Among U.S. securities, the Portfolio intends to maintain approximately 30% exposure to large cap issuers and 20% to mid and small cap issuers. The Portfolio intends to invest (through ETFs) the remaining 50% of its assets in foreign securities, including maintaining approximately 15% exposure to securities of companies in emerging market countries.

These percentages can deviate by up to 15% of the Portfolios assets. The Adviser may adjust these strategic asset allocations from time to time. The second stage of this process involves the selection of Underlying ETFs within each of the geographic regions and market capitalization segments identified as a result of the first stage of the investment process. The Adviser seeks to select a combination of Underlying ETFs that together provide the targeted geographic and market capitalization exposure for the Portfolio. In selecting the Underlying ETFs, the Adviser also seeks to construct a diversified portfolio of ETFs that provides exposure to various methodologies used to reduce volatility. Individual ETF weights are based on a variety of factors, including the Underlying ETFs exposure to the desired geographic region or market cap segment, investment objective(s), total return, portfolio holdings, volatility, expenses and liquidity.

For purposes of complying with the Portfolios investment policies, the Adviser will identify Underlying ETFs in which to invest by reference to such Underlying ETFs investment policies at the time of investment. An Underlying ETF that changes its investment policies subsequent to the time of the Portfolios investment may continue to be considered an appropriate investment for purposes of the policy. The Adviser may add new Underlying ETFs or replace or eliminate existing Underlying ETFs without notice or shareholder approval. The Underlying ETFs have been selected to represent a reasonable spectrum of investment options for the Portfolio. The Adviser may sell the Portfolios holdings for a variety of reasons, including to invest in an Underlying ETF believed to offer superior investment opportunities.

The Portfolio may hold cash or invest in short-term paper and other short-term investments (instead of allocating investments to an Underlying ETF) as deemed appropriate by the Adviser. The Portfolio also may lend its portfolio securities to earn additional income.

C000131503 Performance

Total returns for C000131503 (as of 2026-10-01), from SEC filings.

C000131503 Risk Information

Risk metrics for C000131503, derived from monthly returns in SEC filings.

• 1-year volatility (annualised): 9.3%

C000131503 Costs and Fees

C000131503 costs about $65 per $10,000 invested per year in fund expenses.

• Net expense ratio: 0.65%
• Gross expense ratio: 1.29%
• Portfolio turnover: 3%
• Brokerage commissions: 0.09 bps of average net assets (SEC N-CEN)

C000131503 Cashflows

Over the 12 months to 2022-09, 1290 VT Low Volatility Global Equity Portfolio had net outflows of $11.71M, from monthly SEC N-PORT filings.

C000131503 Debt Constituents

No individual debt constituents are reported in 1290 VT Low Volatility Global Equity Portfolio's latest SEC N-PORT filing.

C000131503 Prospectus and SEC Filings

Official 1290 VT Low Volatility Global Equity Portfolio filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.

• Prospectus (485BPOS) — filed 2022-04-28
• Prospectus (485BPOS) — filed 2021-04-29
• Prospectus (485BPOS) — filed 2020-05-19
• Portfolio holdings (N-PORT) — filed 2022-11-28
• Portfolio holdings (N-PORT) — filed 2022-08-24
• Portfolio holdings (N-PORT) — filed 2022-05-27
• Annual census (N-CEN) — filed 2022-03-10
• Annual census (N-CEN) — filed 2021-03-11

Related Funds

Other Capital Appreciation / Growth Allocation funds tracked on ABC INVEST:

• Catalyst/Millburn Hedge Strategy Fund (MBXAX)
• Roundhill Magnificent Seven ETF (MAGS)
• SPDR Bridgewater All Weather ETF (ALLW)
• Capital Appreciation Value Fund (JCAVX)
• Goldman Sachs Growth Strategy Portfolio (GGSIX)

Data Sources

ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.