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Eq/pimco Ultra Short Bond Portfolio Class K (0P0000TM4E)

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10.254 +0.005    +0.04%
13/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  AXA Equitable
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 617.07M
EQ/PIMCO Ultra Short Bond Portfolio Class K 10.254 +0.005 +0.04%

0P0000TM4E Overview

 
On this page you'll find an in-depth profile of Eq/pimco Ultra Short Bond Portfolio Class K. Learn about the key management, total assets, investment strategy and contact information of 0P0000TM4E among other information.
Category

Ultrashort Bond

Total Assets

617.07M

Expenses

0.63%

Inception Date

Aug 26, 2011

Contact Information

Address 1290 Avenue of the Americas
New York,NY 10104
United States
Phone 877-222-2144

Top Executives

Name Title Since Until
Andrew T. Wittkop Vice President, Portfolio Manager 2024 Now
Biography Executive Vice President, PIMCO. Mr. Wittkop is a portfolio manager in the Newport Beach office, focusing on Treasury bonds, agencies and interest rate derivatives. He previously worked on the real return desk. Prior to that, he was a portfolio analyst with the global portfolio management team and a product manager for absolute return strategies. He holds an MBA from Stern School of Business at New York University and an undergraduate degree from the University of California, Los Angeles.
Kenneth T. Kozlowski Executive Vice President 2011 Now
Biography 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.
Jerome M. Schneider Managing Director 2011 Now
Biography Managing Director, PIMCO. Mr. Schneider joined PIMCO in 2008. Prior to joining PIMCO, he served as Senior Managing Director with Bear Stearns, specializing in credit and mortgage-related funding transactions. Mr. Schneider joined Bear Stearns in 1995. He holds an undergraduate degree in economics and international relations from the University of Pennsylvania and an MBA from the Stern School of Business at New York University.
Alwi Chan Portfolio Manager 2009 Now
Biography 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.
Xavier Poutas Portfolio Manager 2011 2014
Biography 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.
Paul A. McCulley Managing Director 2009 2011
Biography Mr. McCulley is a managing director, generalist portfolio manager, and member of the investment committee in the Newport Beach office. In addition, he heads PIMCO's short-term bond desk, leads PIMCO’s cyclical economic forums and is author of the monthly research publication, Global Central Bank Focus. Prior to joining PIMCO in 1999, he was chief economist for the Americas at UBS Warburg. During 1996–1998, he was named to six seats on the Institutional Investor All-America fixed income research team. He has 26 years of investment experience and holds an MBA from Columbia Business School. He received his undergraduate degree from Grinnell College.
Mihir P. Worah Deputy CIO 2007 2009
Biography Mr. Worah is CIO Asset Allocation and Real Return and a managing director in the Newport Beach office. He is a member of the Investment Committee and the Executive Committee, and oversees portfolio management for the U.S. He is a generalist portfolio manager who manages a variety of fixed income, commodity and multi-asset portfolios.
John B. Brynjolfsson Managing Director 2005 2007
Biography Mr. Brynjolfsson is a Managing Director and portfolio manager. He is co-author of Inflation-Protection Bonds and co-editor of The Handbook of Inflation-Indexed Bonds. Mr. Brynjolfsson joined PIMCO in 1989, previously having been associated with Charles River Associates and JP Morgan Securities. He has twenty-one years of investment experience, and holds a bachelor's degree in physics and mathematics from Columbia College and an MBA in finance and economics from the MIT Sloan School of Management.
William H. Gross Portfolio Manager 2002 2005
Biography Mr. Gross left PIMCO and joined Janus Capital Group in September 2014. Prior to joining Janus Capital, Mr. Gross was founder, managing director and co-CIO of PIMCO based in Newport Beach, CA. Mr. Gross founded PIMCO in 1971 and oversaw the management of more than $1.8 trillion in asstes. He is the author of numerous articles on the bond market, as well as the book, "Everything You’ve Heard About Investing is Wrong," published in 1997. Morningstar named Mr. Gross and his investment team Fixed Income Manager of the Decade for 2000-2009 and Fixed Income Manager of the Year for 1998, 2000, and 2007 (the first three-time recipient). He received the Bond Market Association’s Distinguished Service Award in 2000 and became the first portfolio manager inducted into the Fixed Income Analysts Society's hall of fame in 1996. Mr. Gross is a seven-time Barron's Roundtable panelist (2005-2011), appearing in the annual issue featuring the industry's top investment experts, and he received the Money Management Lifetime Achievement Award from Institutional Investor magazine in 2011. In a survey conducted by Pensions and Investments magazine in 1993, he was recognized by his peers as the most influential authority on the bond market in the U.S. He has 43 years of investment experience and holds an MBA from the Anderson School of Management at the University of California, Los Angeles. Mr. Gross received his undergraduate degree from Duke University.
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