AXA Equitable Fund Family Report
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  • Select a Fund Family
  • Performance
    07-31-18

    Total ReturnCategory Average
    Total Return5.52-0.548.2315.073.75
    Category Average5.84-1.368.0015.583.48
    Assets for Each Yr*147.74142.17145.70158.26157.77
    *billions

    Trailing Returns %
    07-31-18

      YTD 3 Year 5 Year    
    Fund Family 3.75 7.63 7.89

    Key Stats
    07-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $157,767 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 42.50 0.84 Below Avg
    International Stock 2.4 8.25 0.95 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond 2.0 14.24 0.76 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-17-18

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 27.24 0.82
    JPMorgan Chase & Co* Financial Services 8.89 0.42
    Alphabet Inc A* Technology 15.42 0.40
    Alphabet Inc C* Technology 14.77 0.40
    Visa Inc Class A* Financial Services 24.50 0.31
    Berkshire Hathaway Inc B* Financial Services 5.00 0.30
    Wells Fargo & Co* Financial Services -0.99 0.29
    Bank of America Corporation* Financial Services 4.95 0.28
    Exxon Mobil Corp* Energy -3.55 0.28
    Pfizer Inc* Healthcare 19.02 0.27
    Cisco Systems Inc* Technology 22.25 0.25
    Citigroup Inc* Financial Services -4.91 0.22
    Chevron Corp* Energy -3.22 0.22
    The Home Depot Inc* Consumer Cyclical 4.27 0.22
    Verizon Communications Inc* Communication Services 6.86 0.22
    AT&T Inc* Communication Services -11.19 0.20
    Procter & Gamble Co* Consumer Defensive -6.60 0.18
    Walt Disney Co* Consumer Cyclical 5.40 0.17
    Coca-Cola Co* Consumer Defensive 3.27 0.17
    Merck & Co Inc* Healthcare 24.44 0.16

    Best 5-Year Relative Performance | More
    08-17-18

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    08-17-18

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    08-17-18

    Fund Name Expense Ratio Analyst Report  

    Highest Expenses | More
    08-17-18

    Fund Name Expense Ratio Analyst Report  

    Longest Manager Tenure | More
    08-17-18

    Fund Name   Manager Name Avg Manager Tenure  

    Shortest Manager Tenure | More
    08-17-18

    Fund Name   Manager Name Avg Manager Tenure