AXA Equitable Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    01-31-18

    Total ReturnCategory Average
    Total Return5.52-0.548.2315.073.50
    Category Average5.84-1.368.0015.583.51
    Assets for Each Yr*147.74142.17145.70158.26162.81
    *billions

    Trailing Returns %
    01-31-18

      YTD 3 Year 5 Year    
    Fund Family 3.50 9.11 9.47

    Key Stats
    01-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $162,810 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 42.29 0.85 Below Avg
    International Stock 2.2 8.72 0.97 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond 1.9 14.08 0.75 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    02-21-18

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 1.46 0.93
    Microsoft Corp* Technology 7.45 0.74
    Amazon.com Inc* Consumer Cyclical 26.80 0.58
    Facebook Inc A* Technology 0.82 0.53
    JPMorgan Chase & Co* Financial Services 8.24 0.46
    Alphabet Inc C* Technology 6.21 0.40
    Alphabet Inc A* Technology 5.73 0.37
    Berkshire Hathaway Inc B* Financial Services 1.41 0.33
    Johnson & Johnson* Healthcare -7.02 0.33
    Bank of America Corporation* Financial Services 7.96 0.32
    Wells Fargo & Co* Financial Services -0.91 0.32
    Exxon Mobil Corp* Energy -9.54 0.31
    Citigroup Inc* Financial Services 3.91 0.28
    Visa Inc Class A* Financial Services 5.81 0.28
    Pfizer Inc* Healthcare -0.33 0.27
    Cisco Systems Inc* Technology 13.84 0.27
    UnitedHealth Group Inc* Healthcare 2.12 0.25
    Comcast Corp Class A* Communication Services -2.20 0.23
    Verizon Communications Inc* Communication Services -8.28 0.23
    Procter & Gamble Co* Consumer Defensive -11.92 0.23

    Best 5-Year Relative Performance | More
    02-21-18

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    02-21-18

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    02-21-18

    Fund Name Expense Ratio Analyst Report  

    Highest Expenses | More
    02-21-18

    Fund Name Expense Ratio Analyst Report  

    Longest Manager Tenure | More
    02-21-18

    Fund Name   Manager Name Avg Manager Tenure  

    Shortest Manager Tenure | More
    02-21-18

    Fund Name   Manager Name Avg Manager Tenure