AXA Equitable Fund Family Report
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  • Select a Fund Family
  • Performance
    04-30-19

    Total ReturnCategory Average
    Total Return-0.447.8715.05-5.3713.20
    Category Average-1.277.7015.69-6.0313.33
    Assets for Each Yr*137.82140.85152.62138.10153.54
    *billions

    Trailing Returns %
    04-30-19

      YTD 3 Year 5 Year    
    Fund Family 13.20 9.46 6.69

    Key Stats
    04-30-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $153,541 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 41.00 0.83 Below Avg
    International Stock 2.4 9.15 0.99 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond 2.2 12.93 0.80 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-16-19

      Sector YTD Return % % Net Assets  
    Pfizer Inc* Healthcare -2.96 0.29
    UnitedHealth Group Inc* Healthcare -4.59 0.28
    Cisco Systems Inc* Technology 30.65 0.28
    Exxon Mobil Corp* Energy 14.46 0.28
    Verizon Communications Inc* Communication Services 4.21 0.25
    Citigroup Inc* Financial Services 28.47 0.20
    DowDuPont Inc* Basic Materials -7.91 0.13
    Texas Instruments Inc* Technology 17.20 0.13
    Walmart Inc* Consumer Defensive 9.90 0.13
    Broadcom Inc* Technology 17.96 0.13
    3M Co* Industrials -9.07 0.11
    Booking Holdings Inc* Consumer Cyclical 4.70 0.10
    Gilead Sciences Inc* Healthcare 6.17 0.10
    Becton, Dickinson and Co* Healthcare 0.61 0.09
    United Parcel Service Inc Class * Industrials 4.86 0.09
    Cigna Corp* Healthcare -19.00 0.09
    Mondelez International Inc Class* Consumer Defensive 32.55 0.07
    Autodesk Inc* Technology 37.38 0.07
    Goldman Sachs Group Inc* Financial Services 19.69 0.07
    Northrop Grumman Corp* Industrials 24.91 0.07

    Best 5-Year Relative Performance | More
    05-16-19

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    05-16-19

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    05-16-19

    Fund Name Expense Ratio Analyst Report  

    Highest Expenses | More
    05-16-19

    Fund Name Expense Ratio Analyst Report  

    Longest Manager Tenure | More
    05-16-19

    Fund Name   Manager Name Avg Manager Tenure  

    Shortest Manager Tenure | More
    05-16-19

    Fund Name   Manager Name Avg Manager Tenure