AXA Equitable Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    08-31-18

    Total ReturnCategory Average
    Total Return5.52-0.548.2315.075.77
    Category Average5.84-1.368.0015.585.35
    Assets for Each Yr*147.74142.17145.70158.26159.84
    *billions

    Trailing Returns %
    08-31-18

      YTD 3 Year 5 Year    
    Fund Family 5.77 10.02 8.73

    Key Stats
    08-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $159,836 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 43.05 0.84 Below Avg
    International Stock 2.3 7.95 0.95 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond 2.0 14.05 0.76 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-20-18

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 34.24 0.88
    JPMorgan Chase & Co* Financial Services 12.50 0.45
    Berkshire Hathaway Inc B* Financial Services 11.84 0.32
    Wells Fargo & Co* Financial Services -6.44 0.31
    Johnson & Johnson* Healthcare 3.51 0.31
    Pfizer Inc* Healthcare 23.61 0.30
    Bank of America Corporation* Financial Services 6.98 0.29
    UnitedHealth Group Inc* Healthcare 21.99 0.27
    Citigroup Inc* Financial Services 1.98 0.23
    Verizon Communications Inc* Communication Services 5.27 0.22
    Mastercard Inc A* Financial Services 46.76 0.21
    Comcast Corp Class A* Communication Services -4.25 0.21
    AT&T Inc* Communication Services -10.13 0.20
    Oracle Corp* Technology 7.87 0.19
    Procter & Gamble Co* Consumer Defensive -4.78 0.18
    Netflix Inc* Consumer Cyclical 90.33 0.15
    Qualcomm Inc* Technology 19.35 0.15
    Accenture PLC A* Technology 14.61 0.14
    AbbVie Inc* Healthcare -1.45 0.13
    Schlumberger Ltd* Energy -6.41 0.12

    Best 5-Year Relative Performance | More
    09-20-18

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    09-20-18

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    09-20-18

    Fund Name Expense Ratio Analyst Report  

    Highest Expenses | More
    09-20-18

    Fund Name Expense Ratio Analyst Report  

    Longest Manager Tenure | More
    09-20-18

    Fund Name   Manager Name Avg Manager Tenure  

    Shortest Manager Tenure | More
    09-20-18

    Fund Name   Manager Name Avg Manager Tenure