Change to the Equitable Life Active Balanced Income Fund effective July 1, 2025
We’re making a small change to the Equitable Life Active Balanced Income Fund. The fund’s investment split was previously 50/50 between stocks (equities) and bonds (fixed income). As of July 1, the split changed to 40% stocks and 60% bonds.
Clients invested in the Equitable Life Active Balanced Income Fund will be notified of this change via their statement.
Why this change matters:
This change ensures the three Equitable Life Active Balanced funds are better differentiated from each other, covering a wider range of client needs.
The funds’ risk levels and investment categories remain the same.
If you have any questions, feel free to reach out to your Director, Investment Sales.
Date posted: July 28, 2025
Clients invested in the Equitable Life Active Balanced Income Fund will be notified of this change via their statement.
Why this change matters:
This change ensures the three Equitable Life Active Balanced funds are better differentiated from each other, covering a wider range of client needs.
| Fund Name | Before July 1 Equities / Fixed Income |
On and after July 1 Equities / Fixed Income |
| Equitable Life Active Balanced Income Fund | 50/50 | 40/60 |
| Equitable Life Active Balanced Fund | 55/45 | No change |
| Equitable Life Active Balanced Growth Fund | 70/30 | No change |
The funds’ risk levels and investment categories remain the same.
If you have any questions, feel free to reach out to your Director, Investment Sales.
Date posted: July 28, 2025