AXA Enterprise Socially Responsible C
1290 Avenue Of The Americas 8th Floor New York NY 10104
Map
Phone: 800-432-4320
| Category: | Large Value | | Fund Family: | AXA Enterprise | | Net Assets: | 6.16M | | Year-to-Date Return: | -9.86% | | Yield: | 0.25% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Sep-00 |
|
Earl J. Gaskins
Lead Manager since
16-Mar-06 | | | Gaskins serves as a lead portfolio manager for Brandywine. He is responsible for research for the chemicals and energy sectors. Prior to joining Brandywine, Gaskins was a vice president and portfolio manager at Provident Capital Management. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $250 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
|
| |
| The investment seeks total return. The fund invests primarily in equity securities of U.S. companies that Brandywine believes are socially responsive. It also may invest, to a limited extent, in foreign securities. Typically, Brandywine (sub-advisor) holds approximately 60-75 stocks in the fund and utilizes a disciplined investment process that applies proven quantitative methods and experienced fundamental judgment. |
| Last Dividend
(17-Dec-07):
| 0.02 | | Last Cap Gain
(17-Dec-07):
| 0.37 | | Annual Holdings Turnover
| 17.00% | | Average for Category:
| 57.97% |
|
| Expense | EGCCX | Category
Avg | | Total Expense Ratio: | 2.27%
| 1.29% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.38% | | Max Deferred Sales Load: | 1.00%
| 2.70% | | 3 Yr Expense Projection*: |
$870 | $591 | | 5 Yr Expense Projection*: |
$1,532 | $899 | | 10 Yr Expense Projection*: |
$3,303 | $1,768 |
|
|
0.05% Nasdaq 
0.02 (0.22%) 
Profile
