AXA Equitable Mutual Fund Family Data Pages

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Performance
10-31-18

Total ReturnCategory Average
Total Return 5.5 -0.5 8.2 15.1 -0.7
Category Average 5.8 -1.4 8.0 15.6 -1.2
Assets for Each Yr* 147.7 142.2 145.7 158.3 148.6
*billions

Trailing Returns %
10-31-18

  YTD 3 Year 5 Year    
Fund Family -0.65 6.76 6.04

Key Stats
10-31-18

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
148,658 $0 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.1 42.01 0.84 Below Avg
International Stock 2.4 7.86 0.95 Below Avg
Municipal Bond --- --- --- ---
Taxable Bond 2.3 15.00 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 5.8
Stocks 72.7
Bonds 20.3
Other 1.2
Annual Turnover % 21
% Assets in Top 10 4.5
 
Sector Breakdown (% of stocks) 
Sensitive 40.3
Communication Services 2.8
Energy 5.5
Industrials 12.3
Technology 19.8
Cyclical 36.2
Basic Materials 3.9
Consumer Cyclical 13.0
Financial Services 15.8
Real Estate 3.4
Defensive 23.5
Consumer Defensives 7.0
Healthcare 13.6
Utilities 2.9

Top 20 US Holdings | Get Price Quotes
YTD Return through 11-13-18

  Sector YTD Return % % Net Assets  
  Amazon.com Inc* Consumer Cyclical 39.48 0.95
  Microsoft Corp* Technology 26.49 0.92
  JPMorgan Chase & Co* Financial Services 4.80 0.43
  Alphabet Inc Class C* Technology -0.99 0.42
  Alphabet Inc A* Technology -0.52 0.41
  Pfizer Inc* Healthcare 23.91 0.31
  Wells Fargo & Co* Financial Services -10.37 0.28
  UnitedHealth Group Inc* Healthcare 23.27 0.28
  Bank of America Corporation* Financial Services -4.64 0.26
  Mastercard Inc A* Financial Services 31.59 0.23
  The Home Depot Inc* Consumer Cyclical -3.93 0.22
  Citigroup Inc* Financial Services -10.87 0.22
  Comcast Corp Class A* Communication Services -4.00 0.20
  Chevron Corp* Energy -5.18 0.20
  Oracle Corp* Technology 6.32 0.20
  Walt Disney Co* Consumer Cyclical 9.47 0.19
  Intel Corp* Technology 5.26 0.19
  Merck & Co Inc* Healthcare 35.15 0.18
  Procter & Gamble Co* Consumer Defensive 4.82 0.18
  NVIDIA Corp* Technology 3.24 0.18
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Best 5-Year Relative Performance | More
11-13-18

Fund Name 5-Yr Rank Analyst Report

Worst 5-Year Relative Performance | More
11-13-18

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Lowest Expenses | More
11-13-18

Fund Name Expense Ratio Analyst Report

Highest Expenses | More
11-13-18

Fund Name Expense Ratio Analyst Report

Longest Manager Tenure | More
11-13-18

Fund Name Manager Name Average Manager Tenure

Shortest Manager Tenure | More
11-13-18

Fund Name Manager Name Average Manager Tenure
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