AXA Equitable Fund Family Report
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  • Select a Fund Family
  • Performance
    04-30-17

    Total ReturnCategory Average
    Total Return20.315.52-0.548.235.31
    Category Average20.575.86-1.398.045.53
    Assets for Each Yr*141.48147.74142.17145.70150.58
    *billions

    Trailing Returns %
    04-30-17

      YTD 3 Year 5 Year    
    Fund Family 5.31 5.79 8.28

    Key Stats
    04-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $150,577 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 41.45 0.86 Below Avg
    International Stock 2.4 8.61 0.97 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond 2.2 15.03 0.75 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-26-17

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 33.66 0.92
    Microsoft Corp* Technology 13.84 0.63
    Amazon.com Inc* Consumer Cyclical 32.79 0.52
    Facebook Inc A* Technology 32.23 0.47
    JPMorgan Chase & Co* Financial Services 0.06 0.42
    Alphabet Inc C* Technology 25.87 0.35
    Alphabet Inc A* Technology 25.34 0.34
    Exxon Mobil Corp* Energy -7.97 0.34
    Johnson & Johnson* Healthcare 11.59 0.34
    Bank of America Corporation* Financial Services 5.50 0.31
    Berkshire Hathaway Inc B* Financial Services 1.66 0.31
    Wells Fargo & Co* Financial Services -3.52 0.30
    Pfizer Inc* Healthcare 0.92 0.29
    Cisco Systems Inc* Technology 6.06 0.29
    Citigroup Inc* Financial Services 4.98 0.29
    Visa Inc Class A* Financial Services 21.76 0.27
    General Electric Co* Industrials -12.37 0.26
    AT&T Inc* Communication Services -8.06 0.25
    Procter & Gamble Co* Consumer Defensive 5.39 0.24
    Verizon Communications Inc* Communication Services -12.94 0.23

    Best 5-Year Relative Performance | More
    05-26-17

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    05-26-17

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    05-26-17

    Fund Name Expense Ratio Analyst Report  

    Highest Expenses | More
    05-26-17

    Fund Name Expense Ratio Analyst Report  

    Longest Manager Tenure | More
    05-26-17

    Fund Name   Manager Name Avg Manager Tenure  

    Shortest Manager Tenure | More
    05-26-17

    Fund Name   Manager Name Avg Manager Tenure