AXA Equitable Mutual Fund Family Data Pages

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Performance
01-31-18

Total ReturnCategory Average
Total Return 5.5 -0.5 8.2 15.1 3.5
Category Average 5.8 -1.4 8.0 15.6 3.5
Assets for Each Yr* 147.7 142.2 145.7 158.3 162.8
*billions

Trailing Returns %
01-31-18

  YTD 3 Year 5 Year    
Fund Family 3.50 9.11 9.47

Key Stats
01-31-18

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
162,810 $0 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.0 42.29 0.85 Below Avg
International Stock 2.2 8.72 0.97 Below Avg
Municipal Bond --- --- --- ---
Taxable Bond 1.9 14.08 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 6.3
Stocks 72.8
Bonds 19.7
Other 1.2
Annual Turnover % 24
% Assets in Top 10 5.0
 
Sector Breakdown (% of stocks) 
Sensitive 39.2
Communication Services 2.9
Energy 5.3
Industrials 12.5
Technology 18.4
Cyclical 37.4
Basic Materials 4.4
Consumer Cyclical 12.5
Financial Services 17.1
Real Estate 3.5
Defensive 23.4
Consumer Defensives 7.9
Healthcare 12.5
Utilities 3.1

Top 20 US Holdings | Get Price Quotes
YTD Return through 02-16-18

  Sector YTD Return % % Net Assets  
  Apple Inc* Technology 2.26 0.93
  Microsoft Corp* Technology 8.04 0.74
  Amazon.com Inc* Consumer Cyclical 23.88 0.58
  Facebook Inc A* Technology 0.51 0.53
  JPMorgan Chase & Co* Financial Services 7.76 0.46
  Alphabet Inc C* Technology 4.63 0.40
  Alphabet Inc A* Technology 4.00 0.37
  Berkshire Hathaway Inc B* Financial Services 2.81 0.33
  Johnson & Johnson* Healthcare -4.70 0.33
  Bank of America Corporation* Financial Services 8.30 0.32
  Wells Fargo & Co* Financial Services -0.54 0.32
  Exxon Mobil Corp* Energy -7.57 0.31
  Citigroup Inc* Financial Services 3.67 0.28
  Visa Inc Class A* Financial Services 7.05 0.28
  Pfizer Inc* Healthcare 1.05 0.27
  Cisco Systems Inc* Technology 16.50 0.27
  UnitedHealth Group Inc* Healthcare 4.04 0.25
  Comcast Corp Class A* Communication Services -0.26 0.23
  Verizon Communications Inc* Communication Services -4.14 0.23
  Procter & Gamble Co* Consumer Defensive -9.35 0.23
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Best 5-Year Relative Performance | More
02-16-18

Fund Name 5-Yr Rank Analyst Report

Worst 5-Year Relative Performance | More
02-16-18

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Lowest Expenses | More
02-16-18

Fund Name Expense Ratio Analyst Report

Highest Expenses | More
02-16-18

Fund Name Expense Ratio Analyst Report

Longest Manager Tenure | More
02-16-18

Fund Name Manager Name Average Manager Tenure

Shortest Manager Tenure | More
02-16-18

Fund Name Manager Name Average Manager Tenure
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