AXA Equitable Fund Family Report
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  • Performance
    01-31-19

    Total ReturnCategory Average
    Total Return-0.447.8715.05-5.376.29
    Category Average-1.277.7015.69-6.036.60
    Assets for Each Yr*137.82140.85152.62138.10146.08
    *billions

    Trailing Returns %
    01-31-19

      YTD 3 Year 5 Year    
    Fund Family 6.29 9.11 6.04

    Key Stats
    01-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $146,076 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.9 40.52 0.82 Below Avg
    International Stock 2.4 9.17 0.97 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond 1.9 14.73 0.73 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    02-19-19

      Sector YTD Return % % Net Assets  
    JPMorgan Chase & Co* Financial Services 8.56 0.40
    Verizon Communications Inc* Communication Services -0.32 0.28
    Exxon Mobil Corp* Energy 15.93 0.27
    Wells Fargo & Co* Financial Services 8.14 0.27
    Cisco Systems Inc* Technology 15.35 0.26
    Bank of America Corporation* Financial Services 18.22 0.24
    Comcast Corp Class A* Communication Services 10.28 0.24
    Boeing Co* Industrials 29.71 0.23
    AT&T Inc* Communication Services 9.11 0.20
    Coca-Cola Co* Consumer Defensive -5.32 0.20
    Walt Disney Co* Consumer Cyclical 3.52 0.20
    Citigroup Inc* Financial Services 24.53 0.18
    Oracle Corp* Technology 15.64 0.18
    PepsiCo Inc* Consumer Defensive 4.93 0.16
    Medtronic PLC* Healthcare 1.51 0.15
    Amgen Inc* Healthcare -3.21 0.14
    Accenture PLC A* Technology 13.10 0.13
    Broadcom Inc* Technology 10.77 0.13
    DowDuPont Inc* Basic Materials 2.08 0.13
    Texas Instruments Inc* Technology 14.34 0.13

    Best 5-Year Relative Performance | More
    02-19-19

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    02-19-19

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    02-19-19

    Fund Name Expense Ratio Analyst Report  

    Highest Expenses | More
    02-19-19

    Fund Name Expense Ratio Analyst Report  

    Longest Manager Tenure | More
    02-19-19

    Fund Name   Manager Name Avg Manager Tenure  

    Shortest Manager Tenure | More
    02-19-19

    Fund Name   Manager Name Avg Manager Tenure