AXA Equitable Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    09-30-17

    Total ReturnCategory Average
    Total Return20.315.52-0.548.2310.75
    Category Average20.515.84-1.368.0011.07
    Assets for Each Yr*141.48147.74142.17145.70154.73
    *billions

    Trailing Returns %
    09-30-17

      YTD 3 Year 5 Year    
    Fund Family 10.75 6.96 8.93

    Key Stats
    09-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $154,734 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 41.53 0.85 Below Avg
    International Stock 2.5 8.78 0.97 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond 1.9 14.60 0.75 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    10-19-17

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 36.25 0.89
    Microsoft Corp* Technology 27.26 0.67
    Amazon.com Inc* Consumer Cyclical 31.57 0.54
    Facebook Inc A* Technology 51.73 0.54
    JPMorgan Chase & Co* Financial Services 16.06 0.43
    Alphabet Inc C* Technology 27.55 0.38
    Alphabet Inc A* Technology 26.42 0.36
    Johnson & Johnson* Healthcare 25.44 0.34
    Exxon Mobil Corp* Energy -5.79 0.32
    Berkshire Hathaway Inc B* Financial Services 14.87 0.31
    Citigroup Inc* Financial Services 23.71 0.30
    Bank of America Corporation* Financial Services 21.49 0.29
    Wells Fargo & Co* Financial Services -0.38 0.28
    Pfizer Inc* Healthcare 14.53 0.27
    Visa Inc Class A* Financial Services 37.80 0.27
    Cisco Systems Inc* Technology 15.42 0.26
    Comcast Corp Class A* Communication Services 8.25 0.24
    Procter & Gamble Co* Consumer Defensive 12.19 0.24
    UnitedHealth Group Inc* Healthcare 28.33 0.23
    AT&T Inc* Communication Services -11.47 0.23

    Best 5-Year Relative Performance | More
    10-19-17

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    10-19-17

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    10-19-17

    Fund Name Expense Ratio Analyst Report  

    Highest Expenses | More
    10-19-17

    Fund Name Expense Ratio Analyst Report  

    Longest Manager Tenure | More
    10-19-17

    Fund Name   Manager Name Avg Manager Tenure  

    Shortest Manager Tenure | More
    10-19-17

    Fund Name   Manager Name Avg Manager Tenure