AXA Equitable Fund Family Report
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  • Select a Fund Family
  • Performance
    12-31-18

    Total ReturnCategory Average
    Total Return-0.447.8715.05-5.37--
    Category Average-1.277.7015.69-6.033.55
    Assets for Each Yr*137.82140.85152.62138.10138.10
    *billions

    Trailing Returns %
    12-31-18

      YTD 3 Year 5 Year    
    Fund Family -5.37 5.51 4.30

    Key Stats
    12-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $138,099 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.9 39.42 0.82 Below Avg
    International Stock 2.7 9.10 0.97 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond 2.5 15.75 0.73 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-18-19

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 6.05 0.96
    Amazon.com Inc* Consumer Cyclical 12.93 0.86
    JPMorgan Chase & Co* Financial Services 7.96 0.42
    Johnson & Johnson* Healthcare 1.27 0.35
    UnitedHealth Group Inc* Healthcare 6.58 0.33
    Wells Fargo & Co* Financial Services 8.53 0.29
    Verizon Communications Inc* Communication Services 2.62 0.27
    Bank of America Corporation* Financial Services 18.91 0.25
    Mastercard Inc A* Financial Services 7.25 0.22
    Citigroup Inc* Financial Services 21.24 0.21
    Intel Corp* Technology 4.82 0.21
    The Home Depot Inc* Consumer Cyclical 4.52 0.21
    Merck & Co Inc* Healthcare -0.71 0.20
    Walt Disney Co* Consumer Cyclical 1.27 0.19
    McDonald's Corp* Consumer Cyclical 2.82 0.15
    Philip Morris International Inc* Consumer Defensive 10.53 0.15
    Accenture PLC A* Technology 6.69 0.14
    Amgen Inc* Healthcare 4.73 0.14
    Netflix Inc* Consumer Cyclical 26.69 0.14
    PayPal Holdings Inc* Financial Services 8.36 0.13

    Best 5-Year Relative Performance | More
    01-18-19

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    01-18-19

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    01-18-19

    Fund Name Expense Ratio Analyst Report  

    Highest Expenses | More
    01-18-19

    Fund Name Expense Ratio Analyst Report  

    Longest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  

    Shortest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure