1290 VT Moderate Growth Allocation Portfolio

Data updated: 2026-08-25

C000207177 — 1290 VT Moderate Growth Allocation Portfolio. Alternative · $263.91M AUM · 1.10% expense ratio. Holdings, fees, performance and SEC filings.

C000207177 Fund Overview

1290 VT Moderate Growth Allocation Portfolio is a US mutual fund managed by Eq Advisors Trust, categorised as Alternative. 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: Alternative
Assets under management: $263.91M
1-year return: 14.6%
SEC CIK: 0001027263
SEC series ID: S000064055
Share class ID: C000207177

C000207177 Investment Objective and Strategy

1290 VT Moderate Growth Allocation Portfolio describes its objective and strategy as follows, from its latest prospectus filed with the SEC by Eq Advisors Trust.

Investment objective

Seeks the highest total return over time consistent with its asset mix while managing portfolio volatility.

Principal investment strategy

The Portfolio pursues its investment objective by investing primarily in exchange-traded securities of other investment companies or investment vehicles (Underlying ETFs) that provide exposure to equity and fixed income markets. The Portfolios current target allocation for long-term investments is approximately 60% of its assets in equity investments and approximately 40% of its assets in fixed income investments, through investments in Underlying ETFs. The Portfolio may from time to time make tactical increases or decreases beyond these target allocations based on momentum factors to determine the relative attractiveness of equity and fixed income asset classes. This means at any time the Portfolios asset mix may differ from the target allocations. Momentum is the tendency of investments to exhibit persistence in their performance.

When momentum deteriorates, the Adviser may reduce the Portfolios exposure to a particular asset class. The Adviser targets an equity allocation of approximately 60% of its assets in Underlying ETFs that provide exposure to U.S. large, mid and small cap stocks and foreign developed markets securities. The Portfolios current target is to invest approximately the following percentages of its assets in Underlying ETFs that provide exposure to the following equity asset categories: U.S. Large Cap (35%), U.S. Mid Cap (5%), U.S. Small Cap (2%), and International Developed (18%). The allocations among the equity asset categories may be changed by the Adviser without notice or shareholder approval. To gain exposure to each equity asset category, the Adviser generally will invest the Portfolios assets in ETFs in a manner that is intended to track the performance (before fees and expenses) of an unmanaged index selected by the Adviser that measures the equity market performance of the asset category.

The Adviser will periodically rebalance the Portfolios allocations among the equity asset categories to maintain the desired exposure to each asset category. The Underlying ETFs in which the Portfolio invests may be invested in securities denominated in any currency. The Adviser targets a fixed income allocation of approximately 40% of its assets in Underlying ETFs that invest in corporate debt securities to create a fixed income allocation with a risk and return profile similar to that of the Bloomberg U.S. Credit Corporate 5-10 Year Index, which is an unmanaged index that includes U.S. dollar-denominated, investment-grade, fixed-rate, taxable securities issued by industrial, utility and financial companies, with maturities between 5 and 10 years. An Underlying ETFs investments may include fixed coupon bonds, step-up bonds, bonds with sinking funds, medium term notes, callable and putable bonds, and 144A bonds.

The Underlying 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, a passively managed (or index-based) Underlying ETF seeks to track a securities index or a basket of securities that an index provider (such as Standard & Poors, Morgan Stanley Capital International (MSCI), or Bloomberg) selects as representative of a market, market segment, industry , sector, country or geographic region. An index-based Underlying ETF generally holds the same stocks or bonds as the index it seeks to track (or it may hold a representative sample of such securities). Accordingly, an index-based Underlying ETF is designed so that its performance, before fees and expenses, will correspond closely with that of the index it seeks to track.

Underlying ETFs also may be actively managed. The Adviser selects the Underlying ETFs in which to invest the Portfolios assets. In selecting Underlying ETFs, the Adviser will utilize a proprietary investment process that may take into consideration a number of factors including, as appropriate and applicable, fund performance, management team, investment style, correlations, asset class exposure, industry classification, benchmark, risk adjusted return, volatility, expense ratio, asset size and portfolio turnover. For purposes of asset class and asset category target allocations, where an Underlying ETF could be assigned to more than one asset category, the Adviser may, in its discretion, assign an Underlying ETF to one or more asset categories. 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 what the Adviser believes is 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 that the Adviser believes offers superior investment opportunities. The Adviser also employs a volatility management strategy that seeks to manage the volatility level of the Portfolios returns. Volatility is a statistical measure of the magnitude of changes in the Portfolios returns.

A higher volatility level generally indicates higher risk and often results in more frequent and sometimes significant changes in the Portfolios returns. To implement this volatility management strategy, the Adviser will monitor realized volatility of the Portfolios returns, placing a greater weight on recent historic data. During periods of heightened realized volatility, the Adviser will attempt to lower volatility by selling Underlying ETFs or by investing up to 100% of its target allocation to that category in cash or cash equivalents. During periods of heightened realized volatility, the Portfolio may deviate significantly from its target asset allocation. During such times, the Portfolios allocation to equity investments may decrease to 0% and its allocation to fixed income investments and cash instruments may increase to 100%; however, its equity allocation may remain sizeable.

In addition, over time the use of a volatility management strategy could result in the Portfolios having average exposure to equity investments that is lower than its target allocation. Although these actions are intended to reduce the overall risk of investing in the Portfolio, they could result in periods of underperformance, including during periods when market values are increasing, but market volatility is high. Under normal market conditions, the Portfolio seeks to maintain, over an extended period of years, an average annualized volatility in the Portfolios daily equity returns of not more than 20%. The magnitude of the changes (or volatility) in the Portfolios daily equity returns is measured by standard deviation. The Adviser may determine, in its sole discretion, not to implement the volatility management strategy or to allocate the Portfolios assets in a manner different from the target allocations described above for various reasons including, but not limited to, if the volatility management strategy would result in de minimis trades or result in excess trading due to expected flows into or out of the Portfolio, or in connection with market events and conditions and other circumstances as determined by the Adviser.

The Portfolio may maintain sizeable equity exposure during times of heightened volatility if in the Advisers judgment such equity exposure is warranted to produce better risk-adjusted returns over time. Volatility management techniques could reduce potential losses and/or mitigate financial risks to insurance companies that provide certain benefits and guarantees available under the Contracts and offer the Portfolio as an investment option in their products. Accordingly, volatility management techniques could also benefit the insurance companies by reducing the risk that the insurance companies will be required to pay amounts to meet the benefits and guarantees from their own resources. From time to time or potentially for extended periods of time in periods of continued market distress, the Portfolio may maintain a considerable percentage of its total assets in cash and cash equivalent instruments, including money market funds, to implement the volatility management strategy and for other portfolio management purposes.

C000207177 Holdings

Top 10 holdings of 1290 VT Moderate Growth Allocation Portfolio by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding	% of net assets
Vanguard Intermediate-Term Corporate Bond ETF	34.86%
Vanguard S&P 500 ETF	16.18%
iShares Core S&P 500 ETF	16.13%
iShares Core MSCI EAFE ETF	14.97%
iShares Core S&P Mid-Cap ETF	5.59%
Vanguard Large-Cap ETF	5.29%
iShares MSCI EAFE ETF	4.31%
iShares Core S&P Small-Cap ETF	1.17%
iShares Russell 2000 ETF	1.13%
Invesco Govt And Agcy Lex	0.66%

View all C000207177 holdings

C000207177 Portfolio Allocation

Asset-class allocation of 1290 VT Moderate Growth Allocation Portfolio by percentage of net assets, from the latest SEC N-PORT filing.

Asset class	Allocation
Other	99.6%
Cash & Equivalents	1.1%

C000207177 Performance

Total returns for C000207177 (as of 2026-10-01), from SEC filings.

Period	Total return
YTD	6.7%
1 year	14.6%
3 years (annualised)	12.4%
5 years (annualised)	6.1%

C000207177 Risk Information

Risk metrics for C000207177, derived from monthly returns in SEC filings.

1-year volatility (annualised): 8.1%

C000207177 Costs and Fees

C000207177 costs about $110 per $10,000 invested per year in fund expenses.

Net expense ratio: 1.10%
Gross expense ratio: 1.20%
Portfolio turnover: 3%
Brokerage commissions: 0.36 bps of average net assets (SEC N-CEN)

C000207177 Cashflows

Over the 12 months to 2026-06, 1290 VT Moderate Growth Allocation Portfolio had net inflows of $22.89M, from monthly SEC N-PORT filings.

Month	Net flow
2026-06	−$1.54M
2026-05	−$212.04K
2026-04	$297.13K
2026-03	$1.39M
2026-02	$4.13M
2026-01	−$1.51M

C000207177 Debt Constituents

No individual debt constituents are reported in 1290 VT Moderate Growth Allocation Portfolio's latest SEC N-PORT filing.

C000207177 Prospectus and SEC Filings

Official 1290 VT Moderate Growth Allocation Portfolio filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.

Related Funds

Other Alternative funds tracked on ABC INVEST:

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.