FORM OF AMENDMENT NO. 4 FUND OF FUNDS INVESTMENT AGREEMENT
Exhibit (h)(15)(v)
FORM OF AMENDMENT NO. 4
FUND OF FUNDS INVESTMENT AGREEMENT
Form of Amendment No. 4, dated November 30, 2023 (“Amendment No. 4”), to the Fund of Funds Investment Agreement, dated as of January 19, 2022 (“Agreement”), among EQ Advisors Trust and 1290 Funds (“EQ Trusts”) and SPDR S&P 500 ETF Trust and SPDR Dow Xxxxx Industrial Average ETF Trust (“SPDR Trusts”).
WHEREAS, the EQ Trusts and the SPDR Trusts desire to update the Agreement to add the EQ/Core Plus Bond Portfolio, effective November 12, 2023;
WHEREAS, the EQ Trusts and the SPDR Trusts desire to update the Agreement to change the name of the 1290 Retirement 2060 Fund to 1290 Avantis U.S. Large Cap Growth Fund, effective November 29, 2023;
NOW THEREFORE, the EQ Trusts and the SPDR Trusts agree to modify and amend the Agreement as follows:
Schedule A. Schedule A to the Agreement, which sets forth the Acquiring Funds, is hereby replaced in its entirety by Schedule A attached hereto.
Except as modified and amended hereby, the Agreement is hereby ratified and confirmed in full force and effect in accordance with its terms.
IN WITNESS WHEREOF, the parties have executed and delivered this Amendment No. 4 as of the date first above set forth.
| EQ Advisors Trust | SPDR S&P 500 ETF Trust | |||||||
| 1290 Funds | SPDR Dow Xxxxx Industrial Average ETF Trust | |||||||
| By: | STATE STREET GLOBAL ADVISORS TRUST COMPANY, not in its general corporate capacity but solely as Trustee of each Acquired Fund | |||||||
| By: | By: | |||||||
| Name: Xxxxxxx Xxxxxxxxx | Name: | |||||||
| Title: Senior Vice President and Chief Investment Officer | Title: | |||||||
SCHEDULE A
FUND OF FUNDS INVESTMENT AGREEMENT
| Acquiring Funds |
| EQ ADVISORS TRUST |
| 1290 VT Convertible Securities Portfolio |
| 1290 VT DoubleLine Opportunistic Bond Portfolio |
| 1290 VT Equity Income Portfolio |
| 1290 VT GAMCO Mergers & Acquisitions Portfolio |
| 1290 VT GAMCO Small Company Value Portfolio |
| 1290 VT High Yield Bond Portfolio |
| 1290 VT Micro Cap Portfolio |
| 1290 VT Moderate Growth Allocation Portfolio |
| 1290 VT Multi-Alternative Strategies Portfolio |
| 1290 VT Natural Resources Portfolio |
| 1290 VT Real Estate Portfolio |
| 1290 VT Small Cap Value Portfolio |
| 1290 VT SmartBeta Equity ESG Portfolio |
| 1290 VT Socially Responsible Portfolio |
| ATM International Managed Volatility Portfolio |
| ATM Large Cap Managed Volatility Portfolio |
| ATM Mid Cap Managed Volatility Portfolio |
| ATM Small Cap Managed Volatility Portfolio |
| EQ/2000 Managed Volatility Portfolio |
| EQ/400 Managed Volatility Portfolio |
| EQ/500 Managed Volatility Portfolio |
| EQ/AB Dynamic Aggressive Growth Portfolio |
| EQ/AB Dynamic Growth Portfolio |
| EQ/AB Dynamic Moderate Growth Portfolio |
| EQ/AB Short Duration Government Bond Portfolio |
| EQ/AB Small Cap Growth Portfolio |
| EQ/AB Sustainable U.S. Thematic Portfolio |
| EQ/Aggressive Growth Strategy Portfolio |
| EQ/All Asset Growth Allocation Portfolio |
| EQ/American Century Mid Cap Value Portfolio |
| EQ/American Century Moderate Growth Allocation Portfolio |
| EQ/Balanced Strategy Portfolio |
| EQ/Capital Group Research Portfolio |
| EQ/ClearBridge Large Cap Growth ESG Portfolio |
| EQ/ClearBridge Select Equity Managed Volatility Portfolio |
| EQ/Common Stock Index Portfolio |
| EQ/Conservative Growth Strategy Portfolio |
| EQ/Conservative Strategy Portfolio |
| EQ/Core Bond Index Portfolio |
| EQ/Core Plus Bond Portfolio |
| EQ/Emerging Markets Equity PLUS Portfolio |
| EQ/Equity 500 Index Portfolio |
| EQ/Fidelity Institutional AM® Large Cap Portfolio |
| EQ/Franklin Moderate Allocation Portfolio |
| EQ/Franklin Rising Dividends Portfolio |
EQ/Franklin Small Cap Value Managed Volatility Portfolio
EQ/Global Equity Managed Volatility Portfolio
EQ/Xxxxxxx Xxxxx Growth Allocation Portfolio
EQ/Xxxxxxx Xxxxx Mid Cap Value Portfolio
EQ/Xxxxxxx Xxxxx Moderate Growth Allocation Portfolio
EQ/Growth Strategy Portfolio
EQ/Intermediate Corporate Bond Portfolio
EQ/Intermediate Government Bond Portfolio
EQ/International Core Managed Volatility Portfolio
EQ/International Equity Index Portfolio
EQ/International Managed Volatility Portfolio
EQ/International Value Managed Volatility Portfolio
EQ/Invesco Xxxxxxxx Portfolio
EQ/Invesco Global Portfolio
EQ/Invesco Global Real Assets Portfolio
EQ/Invesco Moderate Allocation Portfolio
EQ/Invesco Moderate Growth Allocation Portfolio
EQ/Janus Enterprise Portfolio
EQ/JPMorgan Growth Allocation Portfolio
EQ/JPMorgan Growth Stock Portfolio
EQ/JPMorgan Value Opportunities Portfolio
EQ/Large Cap Core Managed Volatility Portfolio
EQ/Large Cap Growth Index Portfolio
EQ/Large Cap Growth Managed Volatility Portfolio
EQ/Large Cap Value Index Portfolio
EQ/Large Cap Value Managed Volatility Portfolio
EQ/Lazard Emerging Markets Equity Portfolio
EQ/Long-Term Bond Portfolio
EQ/Xxxxxx Xxxxxx Growth Portfolio
EQ/MFS International Growth Portfolio
EQ/MFS International Intrinsic Value Portfolio
EQ/MFS Mid Cap Focused Growth Portfolio
EQ/MFS Technology Portfolio
EQ/MFS Utilities Series Portfolio
EQ/Mid Cap Index Portfolio
EQ/Mid Cap Value Managed Volatility Portfolio
EQ/Moderate Growth Strategy Portfolio
EQ/Money Market Portfolio
EQ/Xxxxxx Xxxxxxx Small Cap Growth Portfolio
EQ/PIMCO Global Real Return Portfolio
EQ/PIMCO Real Return Portfolio
EQ/PIMCO Total Return ESG Portfolio
EQ/PIMCO Ultra Short Bond Portfolio
EQ/Quality Bond PLUS Portfolio
EQ/Small Company Index Portfolio
EQ/X. Xxxx Price Health Sciences Portfolio
EQ/Ultra Conservative Strategy Portfolio
EQ/Value Equity Portfolio
EQ/Wellington Energy Portfolio
Equitable Conservative Growth MF/ETF Portfolio
Equitable Growth MF/ETF Portfolio
Equitable Moderate Growth MF/ETF Portfolio
| Multimanager Aggressive Equity Portfolio |
| Multimanager Core Bond Portfolio |
| Multimanager Technology Portfolio |
| 1290 FUNDS |
| 1290 Avantis U.S. Large Cap Growth Fund |
| (formerly, 1290 Retirement 2060 Fund) |
| 1290 Diversified Bond Fund |
| 1290 Essex Small Cap Growth Fund |
| 1290 GAMCO Small/Mid Cap Value Fund |
| 1290 High Yield Bond Fund |
| 1290 Xxxxxx Xxxxxx Multi-Asset Income Fund |
| 1290 Multi-Alternative Strategies Fund |
| 1290 SmartBeta Equity Fund |
| 1290 Retirement 2020 Fund |
| 1290 Retirement 2025 Fund |
| 1290 Retirement 2030 Fund |
| 1290 Retirement 2035 Fund |
| 1290 Retirement 2040 Fund |
| 1290 Retirement 2045 Fund |
| 1290 Retirement 2050 Fund |
| 1290 Retirement 2055 Fund |
