AXA Equitable Fund Family Report
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  • Select a Fund Family
  • Performance
    06-30-18

    Total ReturnCategory Average
    Total Return5.52-0.548.2315.071.64
    Category Average5.84-1.368.0015.581.31
    Assets for Each Yr*147.74142.17145.70158.26155.48
    *billions

    Trailing Returns %
    06-30-18

      YTD 3 Year 5 Year    
    Fund Family 1.64 7.24 8.26

    Key Stats
    06-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $155,483 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 42.15 0.84 Below Avg
    International Stock 2.6 8.23 0.94 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond 2.0 14.55 0.76 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-20-18

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 13.93 0.90
    Microsoft Corp* Technology 25.22 0.82
    Amazon.com Inc* Consumer Cyclical 55.09 0.78
    Facebook Inc A* Technology 18.97 0.58
    JPMorgan Chase & Co* Financial Services 5.63 0.45
    Berkshire Hathaway Inc B* Financial Services -0.73 0.31
    Visa Inc Class A* Financial Services 24.02 0.31
    Bank of America Corporation* Financial Services 2.88 0.30
    Johnson & Johnson* Healthcare -8.68 0.29
    Wells Fargo & Co* Financial Services -5.74 0.29
    Pfizer Inc* Healthcare 4.94 0.28
    Cisco Systems Inc* Technology 12.17 0.27
    UnitedHealth Group Inc* Healthcare 15.37 0.26
    Citigroup Inc* Financial Services -6.11 0.23
    Intel Corp* Technology 13.76 0.23
    Boeing Co* Industrials 21.50 0.22
    Chevron Corp* Energy -0.54 0.22
    The Home Depot Inc* Consumer Cyclical 7.90 0.21
    Verizon Communications Inc* Communication Services -1.02 0.21
    Comcast Corp Class A* Communication Services -13.01 0.18

    Best 5-Year Relative Performance | More
    07-20-18

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    07-20-18

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    07-20-18

    Fund Name Expense Ratio Analyst Report  

    Highest Expenses | More
    07-20-18

    Fund Name Expense Ratio Analyst Report  

    Longest Manager Tenure | More
    07-20-18

    Fund Name   Manager Name Avg Manager Tenure  

    Shortest Manager Tenure | More
    07-20-18

    Fund Name   Manager Name Avg Manager Tenure