AXA Equitable Fund Family Report
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  • Select a Fund Family
  • Performance
    03-31-17

    Total ReturnCategory Average
    Total Return20.295.52-0.578.264.12
    Category Average20.575.83-1.398.064.36
    Assets for Each Yr*141.52147.96142.38145.93149.77
    *billions

    Trailing Returns %
    03-31-17

      YTD 3 Year 5 Year    
    Fund Family 4.12 5.35 7.93

    Key Stats
    03-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $149,766 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 41.52 0.86 Below Avg
    International Stock 2.4 8.47 0.97 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond 2.2 15.14 0.75 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-26-17

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 24.55 0.89
    Microsoft Corp* Technology 9.78 0.62
    Amazon.com Inc* Consumer Cyclical 21.26 0.49
    Facebook Inc A* Technology 27.39 0.45
    JPMorgan Chase & Co* Financial Services 3.62 0.45
    Alphabet Inc C* Technology 12.94 0.35
    Alphabet Inc A* Technology 12.20 0.34
    Exxon Mobil Corp* Energy -8.99 0.34
    Johnson & Johnson* Healthcare 7.90 0.34
    Bank of America Corporation* Financial Services 8.44 0.32
    Berkshire Hathaway Inc B* Financial Services 2.85 0.32
    Wells Fargo & Co* Financial Services -0.34 0.31
    Cisco Systems Inc* Technology 12.34 0.30
    Citigroup Inc* Financial Services 1.40 0.30
    Pfizer Inc* Healthcare 5.20 0.29
    General Electric Co* Industrials -6.65 0.27
    Visa Inc Class A* Financial Services 17.90 0.27
    Procter & Gamble Co* Consumer Defensive 5.97 0.26
    AT&T Inc* Communication Services -2.61 0.25
    Verizon Communications Inc* Communication Services -9.11 0.24

    Best 5-Year Relative Performance | More
    04-26-17

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    04-26-17

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    04-26-17

    Fund Name Expense Ratio Analyst Report  

    Highest Expenses | More
    04-26-17

    Fund Name Expense Ratio Analyst Report  

    Longest Manager Tenure | More
    04-26-17

    Fund Name   Manager Name Avg Manager Tenure  

    Shortest Manager Tenure | More
    04-26-17

    Fund Name   Manager Name Avg Manager Tenure