AXA Equitable Fund Family Report
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  • Select a Fund Family
  • Performance
    12-31-17

    Total ReturnCategory Average
    Total Return5.52-0.548.2315.08--
    Category Average5.84-1.368.0015.581.67
    Assets for Each Yr*147.74142.17145.70158.26158.26
    *billions

    Trailing Returns %
    12-31-17

      YTD 3 Year 5 Year    
    Fund Family 15.08 7.40 9.48

    Key Stats
    12-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $158,259 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 41.85 0.85 Below Avg
    International Stock 2.5 8.69 0.97 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond 1.9 14.45 0.75 Average
    *Doesn't include money market assets.

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

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 5.93 0.89
    Microsoft Corp* Technology 5.33 0.68
    Amazon.com Inc* Consumer Cyclical 10.59 0.57
    Facebook Inc A* Technology 1.89 0.57
    JPMorgan Chase & Co* Financial Services 6.43 0.45
    Alphabet Inc C* Technology 7.97 0.41
    Alphabet Inc A* Technology 7.84 0.37
    Citigroup Inc* Financial Services 4.00 0.34
    Johnson & Johnson* Healthcare 5.15 0.31
    Bank of America Corporation* Financial Services 6.64 0.30
    Visa Inc Class A* Financial Services 7.97 0.30
    Berkshire Hathaway Inc B* Financial Services 7.55 0.29
    Cisco Systems Inc* Technology 8.59 0.29
    Exxon Mobil Corp* Energy 4.53 0.29
    Pfizer Inc* Healthcare 2.13 0.28
    Wells Fargo & Co* Financial Services 5.41 0.27
    Comcast Corp Class A* Communication Services 4.89 0.25
    UnitedHealth Group Inc* Healthcare 10.30 0.24
    Philip Morris International Inc* Consumer Defensive -0.55 0.23
    Verizon Communications Inc* Communication Services -1.49 0.22

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

    Fund Name 5-Yr Rank Analyst Report  

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

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    01-18-18

    Fund Name Expense Ratio Analyst Report  

    Highest Expenses | More
    01-18-18

    Fund Name Expense Ratio Analyst Report  

    Longest Manager Tenure | More
    01-18-18

    Fund Name   Manager Name Avg Manager Tenure  

    Shortest Manager Tenure | More
    01-18-18

    Fund Name   Manager Name Avg Manager Tenure