AXA Equitable Fund Family Report
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  • Select a Fund Family
  • Performance
    10-31-18

    Total ReturnCategory Average
    Total Return5.52-0.548.2315.07-0.65
    Category Average5.84-1.368.0015.58-1.15
    Assets for Each Yr*147.74142.17145.70158.26148.65
    *billions

    Trailing Returns %
    10-31-18

      YTD 3 Year 5 Year    
    Fund Family -0.65 6.76 6.04

    Key Stats
    10-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $148,658 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 42.01 0.84 Below Avg
    International Stock 2.4 7.86 0.95 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond 2.3 15.00 0.76 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-13-18

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 39.48 0.95
    Microsoft Corp* Technology 26.49 0.92
    JPMorgan Chase & Co* Financial Services 4.80 0.43
    Alphabet Inc Class C* Technology -0.99 0.42
    Alphabet Inc A* Technology -0.52 0.41
    Pfizer Inc* Healthcare 23.91 0.31
    Wells Fargo & Co* Financial Services -10.37 0.28
    UnitedHealth Group Inc* Healthcare 23.27 0.28
    Bank of America Corporation* Financial Services -4.64 0.26
    Mastercard Inc A* Financial Services 31.59 0.23
    The Home Depot Inc* Consumer Cyclical -3.93 0.22
    Citigroup Inc* Financial Services -10.87 0.22
    Comcast Corp Class A* Communication Services -4.00 0.20
    Chevron Corp* Energy -5.18 0.20
    Oracle Corp* Technology 6.32 0.20
    Walt Disney Co* Consumer Cyclical 9.47 0.19
    Intel Corp* Technology 5.26 0.19
    Merck & Co Inc* Healthcare 35.15 0.18
    Procter & Gamble Co* Consumer Defensive 4.82 0.18
    NVIDIA Corp* Technology 3.24 0.18

    Best 5-Year Relative Performance | More
    11-13-18

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    11-13-18

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    11-13-18

    Fund Name Expense Ratio Analyst Report  

    Highest Expenses | More
    11-13-18

    Fund Name Expense Ratio Analyst Report  

    Longest Manager Tenure | More
    11-13-18

    Fund Name   Manager Name Avg Manager Tenure  

    Shortest Manager Tenure | More
    11-13-18

    Fund Name   Manager Name Avg Manager Tenure