AXA Equitable Fund Family Report
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  • Select a Fund Family
  • Performance
    06-30-19

    Total ReturnCategory Average
    Total Return-1.066.8712.71-5.6711.93
    Category Average-2.227.4914.30-6.7012.67
    Assets for Each Yr*44.7145.7048.9742.6846.70
    *billions

    Trailing Returns %
    06-30-19

      YTD 3 Year 5 Year    
    Fund Family 11.93 7.58 4.78

    Key Stats
    06-30-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $46,696 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.0 0.58 0.73 Below Avg
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond 2.0 0.38 0.46 Very Low
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-29-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    07-29-19

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    07-29-19

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    07-29-19

    Fund Name Expense Ratio Analyst Report  

    Highest Expenses | More
    07-29-19

    Fund Name Expense Ratio Analyst Report  

    Longest Manager Tenure | More
    07-29-19

    Fund Name   Manager Name Avg Manager Tenure  

    Shortest Manager Tenure | More
    07-29-19

    Fund Name   Manager Name Avg Manager Tenure