AXA Equitable Mutual Fund Family Data Pages

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Performance
04-30-18

Total ReturnCategory Average
Total Return 5.5 -0.5 8.2 15.1 -0.4
Category Average 5.8 -1.4 8.0 15.6 -0.4
Assets for Each Yr* 147.7 142.2 145.7 158.3 154.1
*billions

Trailing Returns %
04-30-18

  YTD 3 Year 5 Year    
Fund Family -0.39 6.32 7.72

Key Stats
04-30-18

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
154,058 $0 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 2.9 41.51 0.84 Below Avg
International Stock 2.2 8.59 0.94 Below Avg
Municipal Bond --- --- --- ---
Taxable Bond 2.2 14.76 0.76 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 6.2
Stocks 72.3
Bonds 20.3
Other 1.2
Annual Turnover % 21
% Assets in Top 10 4.9
 
Sector Breakdown (% of stocks) 
Sensitive 39.2
Communication Services 2.7
Energy 5.1
Industrials 12.5
Technology 18.9
Cyclical 37.7
Basic Materials 4.3
Consumer Cyclical 12.8
Financial Services 17.3
Real Estate 3.4
Defensive 23.1
Consumer Defensives 7.5
Healthcare 12.8
Utilities 2.9

Top 20 US Holdings | Get Price Quotes
YTD Return through 05-18-18

  Sector YTD Return % % Net Assets  
  Apple Inc* Technology 10.90 0.84
  Microsoft Corp* Technology 13.63 0.77
  Amazon.com Inc* Consumer Cyclical 34.62 0.70
  Facebook Inc A* Technology 3.52 0.47
  JPMorgan Chase & Co* Financial Services 4.97 0.47
  Alphabet Inc A* Technology 1.54 0.37
  Alphabet Inc C* Technology 1.91 0.37
  Berkshire Hathaway Inc B* Financial Services -1.09 0.32
  Bank of America Corporation* Financial Services 2.91 0.32
  Johnson & Johnson* Healthcare -10.48 0.31
  Visa Inc Class A* Financial Services 14.32 0.29
  Wells Fargo & Co* Financial Services -10.20 0.28
  Cisco Systems Inc* Technology 14.44 0.28
  Pfizer Inc* Healthcare 0.28 0.27
  Exxon Mobil Corp* Energy -0.90 0.26
  Citigroup Inc* Financial Services -5.12 0.25
  UnitedHealth Group Inc* Healthcare 11.31 0.23
  Intel Corp* Technology 17.20 0.22
  Boeing Co* Industrials 20.26 0.21
  Verizon Communications Inc* Communication Services -7.58 0.21
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Best 5-Year Relative Performance | More
05-18-18

Fund Name 5-Yr Rank Analyst Report

Worst 5-Year Relative Performance | More
05-18-18

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Lowest Expenses | More
05-18-18

Fund Name Expense Ratio Analyst Report

Highest Expenses | More
05-18-18

Fund Name Expense Ratio Analyst Report

Longest Manager Tenure | More
05-18-18

Fund Name Manager Name Average Manager Tenure

Shortest Manager Tenure | More
05-18-18

Fund Name Manager Name Average Manager Tenure
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