AXA Equitable Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    09-30-18

    Total ReturnCategory Average
    Total Return--------5.60
    Category Average5.84-1.368.0015.585.15
    Assets for Each Yr*147.74142.17145.70158.26158.80
    *billions

    Trailing Returns %
    09-30-18

      YTD 3 Year 5 Year    
    Fund Family 5.60 10.83 7.94

    Key Stats
    09-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $158,798 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 42.82 0.84 Below Avg
    International Stock 2.3 8.03 0.95 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond 2.0 14.15 0.76 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    10-18-18

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 25.30 0.92
    JPMorgan Chase & Co* Financial Services 3.43 0.44
    Alphabet Inc A* Technology 3.55 0.43
    Alphabet Inc Class C* Technology 3.15 0.43
    Visa Inc Class A* Financial Services 17.84 0.34
    Johnson & Johnson* Healthcare -2.32 0.31
    Wells Fargo & Co* Financial Services -13.22 0.31
    Bank of America Corporation* Financial Services -2.61 0.28
    UnitedHealth Group Inc* Healthcare 17.79 0.28
    Exxon Mobil Corp* Energy 0.44 0.27
    Citigroup Inc* Financial Services -6.64 0.22
    Boeing Co* Industrials 23.17 0.21
    AT&T Inc* Communication Services -13.19 0.20
    Intel Corp* Technology -2.23 0.20
    Walt Disney Co* Consumer Cyclical 4.17 0.18
    Netflix Inc* Consumer Cyclical 67.32 0.16
    Qualcomm Inc* Technology 3.26 0.16
    Adobe Systems Inc* Technology 36.24 0.15
    PepsiCo Inc* Consumer Defensive -10.17 0.15
    Amgen Inc* Healthcare 13.77 0.13

    Best 5-Year Relative Performance | More
    10-18-18

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    10-18-18

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    10-18-18

    Fund Name Expense Ratio Analyst Report  

    Highest Expenses | More
    10-18-18

    Fund Name Expense Ratio Analyst Report  

    Longest Manager Tenure | More
    10-18-18

    Fund Name   Manager Name Avg Manager Tenure  

    Shortest Manager Tenure | More
    10-18-18

    Fund Name   Manager Name Avg Manager Tenure