AXA/Horizon Small Cap Value Portfolio Class K

 (MUTF:AXAH_SMAL_CAP_M6ESQE)   Watch this mutual fund  
Find more results for Christopher K. Stahl´┐Ż

Performance

Trailing returns

1 day   +0.00%  
1 week   -  
4 week   -  
3 month   -  
YTD   -  
1 year   -  
3 years*   -  
5 years*   -  
*annualized

Morningstar statistics

Morningstar category: Small Value

Key statistics

Total assets 
Front load-  
Deferred load-  
Expense ratio1.00%  
Management fee-  
Fund familyAXA Equitable 

Purchase information

Initial$0  
10.14+0.14(1.40%)
Apr 22, 4:00PM EDT

Description

The investment seeks to achieve long-term growth of capital. The portfolio invests at least 80% of its net assets, plus borrowings for investment purposes, in securities of companies with small market capitalizations (or other financial instruments that derive their value from the securities of such companies). The portfolio intends to invest primarily in common stocks, but it may also invest in other securities that an Adviser believes provide opportunities for capital growth. It may invest up to 20% of its assets in foreign securities, including securities of companies based in developing countries and depositary receipts of foreign-based companies.
Fund filings (PDF) »
Asset managers:
Kenneth Kozlowski (Started: Apr 16, 2014)
Alwi Chan (Started: Apr 16, 2014)
Greg Savage (Started: Apr 16, 2014)
Christopher Bliss (Started: Apr 16, 2014)
Alan Mason (Started: Apr 16, 2014)
Matthew Houk (Started: Apr 16, 2014)
Murray Stahl (Started: Apr 16, 2014)
AXA Equitable, 1290 Avenue of the Americas, New York, NY 10104, USA

Risk