AXA Equitable Fund Family Report
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  • Select a Fund Family
  • Performance
    06-30-17

    Total ReturnCategory Average
    Total Return20.315.52-0.548.236.95
    Category Average20.555.86-1.398.047.22
    Assets for Each Yr*141.48147.74142.17145.70151.73
    *billions

    Trailing Returns %
    06-30-17

      YTD 3 Year 5 Year    
    Fund Family 6.95 5.17 9.10

    Key Stats
    06-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $151,732 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.9 41.43 0.86 Below Avg
    International Stock 2.5 8.74 0.97 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond 1.9 14.91 0.75 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-25-17

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 32.91 0.97
    Microsoft Corp* Technology 20.65 0.65
    Amazon.com Inc* Consumer Cyclical 38.67 0.56
    Facebook Inc A* Technology 43.66 0.49
    Alphabet Inc C* Technology 23.18 0.40
    JPMorgan Chase & Co* Financial Services 9.26 0.39
    Alphabet Inc A* Technology 22.28 0.38
    Johnson & Johnson* Healthcare 15.89 0.34
    Exxon Mobil Corp* Energy -9.38 0.32
    Berkshire Hathaway Inc B* Financial Services 6.11 0.30
    Visa Inc Class A* Financial Services 28.58 0.28
    Bank of America Corporation* Financial Services 11.45 0.28
    Citigroup Inc* Financial Services 15.01 0.28
    Pfizer Inc* Healthcare 3.88 0.27
    Wells Fargo & Co* Financial Services 1.29 0.27
    Cisco Systems Inc* Technology 9.07 0.26
    Comcast Corp Class A* Communication Services 16.05 0.25
    Philip Morris International Inc* Consumer Defensive 31.05 0.24
    General Electric Co* Industrials -17.97 0.24
    Procter & Gamble Co* Consumer Defensive 8.45 0.24

    Best 5-Year Relative Performance | More
    07-25-17

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    07-25-17

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    07-25-17

    Fund Name Expense Ratio Analyst Report  

    Highest Expenses | More
    07-25-17

    Fund Name Expense Ratio Analyst Report  

    Longest Manager Tenure | More
    07-25-17

    Fund Name   Manager Name Avg Manager Tenure  

    Shortest Manager Tenure | More
    07-25-17

    Fund Name   Manager Name Avg Manager Tenure