AXA Equitable Fund Family Report
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  • Performance
    02-28-19

    Total ReturnCategory Average
    Total Return-0.447.8715.05-5.379.02
    Category Average-1.277.7015.69-6.039.25
    Assets for Each Yr*137.82140.85152.62138.10149.40
    *billions

    Trailing Returns %
    02-28-19

      YTD 3 Year 5 Year    
    Fund Family 9.02 10.18 5.85

    Key Stats
    02-28-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $149,402 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.9 40.81 0.83 Below Avg
    International Stock 2.4 9.15 0.99 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond 2.3 14.36 0.81 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-19-19

      Sector YTD Return % % Net Assets  
    Alphabet Inc Class C* Technology 15.76 0.44
    Alphabet Inc A* Technology 15.07 0.43
    JPMorgan Chase & Co* Financial Services 10.22 0.38
    Berkshire Hathaway Inc B* Financial Services 0.48 0.35
    Johnson & Johnson* Healthcare 7.97 0.32
    UnitedHealth Group Inc* Healthcare 3.58 0.32
    Pfizer Inc* Healthcare -2.27 0.30
    Bank of America Corporation* Financial Services 20.94 0.26
    Wells Fargo & Co* Financial Services 12.54 0.26
    Boeing Co* Industrials 16.43 0.25
    Comcast Corp Class A* Communication Services 16.83 0.24
    Mastercard Inc A* Financial Services 22.63 0.24
    Verizon Communications Inc* Communication Services 3.35 0.24
    Procter & Gamble Co* Consumer Defensive 11.64 0.22
    AT&T Inc* Communication Services 9.29 0.21
    Citigroup Inc* Financial Services 26.93 0.21
    Intel Corp* Technology 16.10 0.20
    Coca-Cola Co* Consumer Defensive -2.94 0.19
    Oracle Corp* Technology 20.11 0.19
    Walt Disney Co* Consumer Cyclical 0.32 0.19

    Best 5-Year Relative Performance | More
    03-19-19

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    03-19-19

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    03-19-19

    Fund Name Expense Ratio Analyst Report  

    Highest Expenses | More
    03-19-19

    Fund Name Expense Ratio Analyst Report  

    Longest Manager Tenure | More
    03-19-19

    Fund Name   Manager Name Avg Manager Tenure  

    Shortest Manager Tenure | More
    03-19-19

    Fund Name   Manager Name Avg Manager Tenure