AXA Equitable Fund Family Report
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  • Select a Fund Family
  • Performance
    05-31-18

    Total ReturnCategory Average
    Total Return5.52-0.548.2315.071.44
    Category Average5.84-1.368.0015.581.22
    Assets for Each Yr*147.74142.17145.70158.26155.96
    *billions

    Trailing Returns %
    05-31-18

      YTD 3 Year 5 Year    
    Fund Family 1.44 6.69 7.91

    Key Stats
    05-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $155,958 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 42.04 0.84 Below Avg
    International Stock 2.2 8.33 0.94 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond 2.0 14.54 0.76 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-22-18

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 10.08 0.81
    Microsoft Corp* Technology 18.37 0.79
    JPMorgan Chase & Co* Financial Services -0.07 0.46
    Alphabet Inc C* Technology 10.42 0.37
    Alphabet Inc A* Technology 11.00 0.36
    Bank of America Corporation* Financial Services -0.98 0.32
    Berkshire Hathaway Inc B* Financial Services -4.70 0.32
    Visa Inc Class A* Financial Services 19.06 0.31
    Pfizer Inc* Healthcare 2.68 0.29
    Cisco Systems Inc* Technology 14.41 0.28
    Exxon Mobil Corp* Energy -0.80 0.28
    Wells Fargo & Co* Financial Services -9.81 0.28
    Citigroup Inc* Financial Services -8.83 0.25
    UnitedHealth Group Inc* Healthcare 16.13 0.25
    Chevron Corp* Energy 1.72 0.23
    Intel Corp* Technology 15.03 0.22
    Verizon Communications Inc* Communication Services -3.76 0.22
    Boeing Co* Industrials 16.08 0.21
    The Home Depot Inc* Consumer Cyclical 5.24 0.21
    Oracle Corp* Technology -5.92 0.20

    Best 5-Year Relative Performance | More
    06-22-18

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    06-22-18

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    06-22-18

    Fund Name Expense Ratio Analyst Report  

    Highest Expenses | More
    06-22-18

    Fund Name Expense Ratio Analyst Report  

    Longest Manager Tenure | More
    06-22-18

    Fund Name   Manager Name Avg Manager Tenure  

    Shortest Manager Tenure | More
    06-22-18

    Fund Name   Manager Name Avg Manager Tenure