AXA Equitable Fund Family Report
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  • Performance
    03-31-18

    Total ReturnCategory Average
    Total Return5.52-0.548.2315.07-0.68
    Category Average5.84-1.368.0015.58-0.65
    Assets for Each Yr*147.74142.17145.70158.26154.49
    *billions

    Trailing Returns %
    03-31-18

      YTD 3 Year 5 Year    
    Fund Family -0.68 6.39 7.97

    Key Stats
    03-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $154,493 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 41.46 0.84 Below Avg
    International Stock 2.2 8.47 0.94 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond 2.0 14.97 0.76 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-25-18

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology -2.93 0.90
    Microsoft Corp* Technology 8.41 0.79
    Amazon.com Inc* Consumer Cyclical 24.86 0.73
    Facebook Inc A* Technology -9.50 0.52
    JPMorgan Chase & Co* Financial Services 3.90 0.49
    Alphabet Inc C* Technology -2.41 0.41
    Alphabet Inc A* Technology -2.89 0.38
    Bank of America Corporation* Financial Services 2.51 0.34
    Berkshire Hathaway Inc B* Financial Services -0.72 0.33
    Wells Fargo & Co* Financial Services -11.82 0.31
    Johnson & Johnson* Healthcare -8.67 0.31
    Cisco Systems Inc* Technology 15.74 0.30
    Visa Inc Class A* Financial Services 6.49 0.30
    Pfizer Inc* Healthcare 2.21 0.28
    Citigroup Inc* Financial Services -6.36 0.28
    Exxon Mobil Corp* Energy -4.03 0.27
    UnitedHealth Group Inc* Healthcare 6.89 0.24
    Boeing Co* Industrials 16.84 0.23
    Intel Corp* Technology 11.96 0.21
    The Home Depot Inc* Consumer Cyclical -5.86 0.21

    Best 5-Year Relative Performance | More
    04-25-18

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    04-25-18

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    04-25-18

    Fund Name Expense Ratio Analyst Report  

    Highest Expenses | More
    04-25-18

    Fund Name Expense Ratio Analyst Report  

    Longest Manager Tenure | More
    04-25-18

    Fund Name   Manager Name Avg Manager Tenure  

    Shortest Manager Tenure | More
    04-25-18

    Fund Name   Manager Name Avg Manager Tenure