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Eq/capital Group Research Portfolio Class Ib (0P00003D8E)

Fundos dos EUA

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34,178 -0,030 -0,09%

14/06 - Fechado. Moeda em USD ( Declaração de Riscos )

Classificação da Morningstar:
Total do Ativo: 531,73M

Tipo: Fundo

Mercado: EUA

Emissor: AXA Equitable

Classe de Ativo: Ações

0P00003D8E - Visão Geral

Nesta página, você encontrará um perfil aprofundado de Eq/capital Group Research Portfolio Class Ib. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de 0P00003D8E, entre outras informações.

Categoria

Large Growth

Total do Ativo

531,73M

Despesas

0,97%

Data de início

03.05.1999

Informações de Contato

Endereço 1290 Avenue of the Americas
New York,NY 10104
United States

Telefone 877-222-2144

Site www.equitable-funds.com

Principais Executivos

Nome	Título	Desde	Até
Todd Saligman	Vice President	2018	Agora
Biografia	Todd Saligman is co-research portfolio coordinator and Vice President of the Capital International Investors division of Capital Research and Management Company (an affiliate of Capital Guardian). Todd Saligmanis co-research portfolio coordinator and Vice President of the Capital International Investors division of Capital Research and Management Company (an affiliate of Capital International). Todd has 12 years of investment experience and has been with Capital for 8 years.
Carlos Schonfeld	Portfolio Manager	2013	Agora
Biografia	Carlos A. Schonfeld is an equity portfolio manager and research director at Capital Group. He has 23 years of investment experience and has been with Capital Group for 22 years. Earlier in his career at Capital, as an equity investment analyst, he covered the business services, chemicals and retail sectors. Prior to joining Capital, Carlos was an analyst with NorAndina Ingenieria Financiera in Lima, Peru, and an international strategy consultant with William Kent International in Washington, D.C. He holds an MBA from Stanford Graduate School of Business and a bachelor’s degree in economics from the Wharton School of the University of Pennsylvania graduating cum laude. Carlos is based in London.
Kenneth T. Kozlowski	Executive Vice President	2011	Agora
Biografia	Kenneth T. Kozlowski, CFP, CLU, ChFC, is the lead portfolio manager and Chief Investment Officer for EIMG LLC. Mr. Kozlowski is a Managing Director of Equitable Life Insurance Company (“Equitable”) and has served as Executive Vice President and Chief Investment Officer of EIMG LLC since June 2012. He has had primary responsibility for the asset allocation, fund selection and rebalancing of Equitable’s funds-of-funds since 2003.
Alwi Chan	Portfolio Manager	2009	Agora
Biografia	Alwi Chan, CFA is a Vice President of the Trusts and member of each Trust’s Valuation Committee. He has served as a Lead Director of AXA Equitable and Senior Vice President and Deputy Chief Investment Officer of FMG LLC since June 2012. Mr. Chan assists in portfolio analysis, rebalancing and fund selection. Mr. Chan earned a Bachelor’s degree in Economics from Trisakti University (Indonesia) and an MBA from Tulane University. Mr. Chan holds the Chartered Financial Analyst (CFA) designation.
Cheryl E. Frank	Vice President /portfolio manager	2009	2018
Biografia	Cheryl E. Frank is an equity portfolio manager at Capital Group. She has 24 years of investment experience and has been with Capital Group for 21 years. Earlier in her career at Capital, as an equity investment analyst, she covered health care services and software companies in both the U.S. and Europe. Prior to joining Capital, she was a fixed income derivatives marketing associate at J.P. Morgan. She holds an MBA and a certificate in global management and public management from Stanford Graduate School of Business, and a bachelor's degree in environmental science and public policy from Harvard College graduating cum laude. Cheryl is based in San Francisco.
Xavier Poutas	Portfolio Manager	2011	2014
Biografia	Xavier Poutas, CFA has been a Lead Director of Equitable since October 2018 and a co-portfolio manager of EIM LLC since May 2011. Mr. Poutas assists in portfolio analysis, rebalancing and portfolio performance evaluation with respect to the Fund-of-Funds Portfolios and ETF Sleeves. Mr. Poutas received his MS in Accounting and Finance from the University of Nantes (France) in 2000 and his B.B.A. in Accounting and Finance in 1999 from Ecole Superieure des Sciences Commerciales d'Angers (France). Mr. Poutas holds the Chartered Financial Analyst (CFA) designation.
Irfan M. Furniturewala	Portfolio Manager, Investment Analyst	2009	2013
Biografia	Irfan M. Furniturewala is an equity portfolio manager at Capital Group. He has 24 years of investment industry experience and has been with Capital Group for 23 years. Earlier in his career at Capital, as an equity investment analyst, he covered U.S. hardware and semiconductor companies. Prior to joining Capital, Irfan was a senior design engineer at Motorola, Inc., and he is a co-inventor of two patents approved by the U.S. Patent and Trademark Office. He holds an MBA from the Wharton School of the University of Pennsylvania, a master’s degree in electrical engineering from Iowa State University, and a bachelor’s degree in electronics engineering from the University of Mumbai. Irfan is based in Los Angeles.
Alan J. Wilson	Portfolio Manager	2002	2009
Biografia	Alan J. Wilson is a portfolio manager at Capital Group. He has 39 years of investment industry experience and has been with Capital Group for 33 years. Earlier in his career, as an equity investment analyst at Capital, he covered U.S. construction & housing, machinery & engineering, environmental services, energy equipment, trucks, personal care, household products and energy (oil & gas drilling) companies. Before joining Capital, Alan was a consultant with The Boston Consulting Group and an engineer with Texas Eastern Corp.
Theodore R. Samuels	Portfolio Manager	2002	2005
Biografia	Theodore R. Samuels is an equity portfolio manager at Capital Group. He is president of Capital Guardian Trust Company and serves on the Capital Group Private Client Services Management Committee. Ted has 33 years of investment experience and has been with Capital Group for 31 years. Earlier in his career, as an equity investment analyst at Capital, Ted covered electrical equipment, transportation and commercial aerospace companies. He holds a master’s degree from Harvard Business School and a bachelor’s degree from Harvard College. Ted is based in Los Angeles.
Michael R. Ericksen	Director	2002	2005
Biografia	Michael R. Ericksen is chairman and a director of Capital International Limited, as well as a senior vice president, director, and portfolio manager of Capital Guardian Trust Company and a director of The Capital Group Companies, Inc. He joined Capital International in 1987 after four years as manager of The Boston Consulting Group. Mr. Ericksen graduated magna cum laude from Harvard College with an AB degree in economics, and then earned an MBA (Baker Scholar) in finance from Harvard University Graduate School of Business Administration. He is based in London.

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Cotações Recentes

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	EQ/Capital Guardi.	34,178	-0,030	-0,09%