AXA Equitable Mutual Fund Family Data Pages

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Performance
11-30-17

Total ReturnCategory Average
Total Return 20.3 5.5 -0.5 8.2 14.3
Category Average 20.5 5.8 -1.4 8.0 14.6
Assets for Each Yr* 141.5 147.7 142.2 145.7 158.1
*billions

Trailing Returns %
11-30-17

  YTD 3 Year 5 Year    
Fund Family 14.34 7.01 9.63

Key Stats
11-30-17

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
158,140 $0 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.0 41.99 0.85 Below Avg
International Stock 2.5 8.68 0.97 Below Avg
Municipal Bond --- --- --- ---
Taxable Bond 1.9 14.32 0.75 Average
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
6 8 7
2 3 2
0 7 4
Asset Allocation %
Cash 5.6
Stocks 73.3
Bonds 19.8
Other 1.3
Annual Turnover % 24
% Assets in Top 10 4.8
 
Sector Breakdown (% of stocks) 
Sensitive 40.2
Communication Services 3.1
Energy 5.2
Industrials 13.2
Technology 18.7
Cyclical 36.3
Basic Materials 4.4
Consumer Cyclical 12.2
Financial Services 16.3
Real Estate 3.4
Defensive 23.5
Consumer Defensives 7.5
Healthcare 12.8
Utilities 3.2

Top 20 US Holdings | Get Price Quotes
YTD Return through 12-08-17

  Sector YTD Return % % Net Assets  
  Apple Inc* Technology 48.36 0.90
  Microsoft Corp* Technology 37.99 0.67
  Amazon.com Inc* Consumer Cyclical 54.96 0.54
  Facebook Inc A* Technology 55.58 0.54
  JPMorgan Chase & Co* Financial Services 25.12 0.43
  Alphabet Inc C* Technology 34.36 0.38
  Alphabet Inc A* Technology 32.42 0.36
  Johnson & Johnson* Healthcare 24.91 0.34
  Exxon Mobil Corp* Energy -5.03 0.32
  Berkshire Hathaway Inc B* Financial Services 20.53 0.31
  Citigroup Inc* Financial Services 29.01 0.30
  Bank of America Corporation* Financial Services 33.21 0.29
  Pfizer Inc* Healthcare 13.98 0.27
  Visa Inc Class A* Financial Services 45.21 0.27
  Wells Fargo & Co* Financial Services 10.42 0.27
  Cisco Systems Inc* Technology 28.19 0.26
  Comcast Corp Class A* Communication Services 11.29 0.24
  Procter & Gamble Co* Consumer Defensive 10.74 0.24
  UnitedHealth Group Inc* Healthcare 41.71 0.23
  AT&T Inc* Communication Services -9.03 0.23
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Best 5-Year Relative Performance | More
12-08-17

Fund Name 5-Yr Rank Analyst Report

Worst 5-Year Relative Performance | More
12-08-17

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Lowest Expenses | More
12-08-17

Fund Name Expense Ratio Analyst Report

Highest Expenses | More
12-08-17

Fund Name Expense Ratio Analyst Report

Longest Manager Tenure | More
12-08-17

Fund Name Manager Name Average Manager Tenure

Shortest Manager Tenure | More
12-08-17

Fund Name Manager Name Average Manager Tenure
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