AXA Equitable Fund Family Report
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  • Select a Fund Family
  • Performance
    05-31-17

    Total ReturnCategory Average
    Total Return20.315.52-0.548.236.28
    Category Average20.555.86-1.398.046.54
    Assets for Each Yr*141.48147.74142.17145.70151.53
    *billions

    Trailing Returns %
    05-31-17

      YTD 3 Year 5 Year    
    Fund Family 6.28 5.59 9.57

    Key Stats
    05-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $151,531 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.9 41.27 0.86 Below Avg
    International Stock 2.5 8.80 0.97 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond 1.9 14.99 0.75 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-27-17

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 25.13 0.92
    Microsoft Corp* Technology 12.63 0.63
    Amazon.com Inc* Consumer Cyclical 30.26 0.52
    Facebook Inc A* Technology 30.88 0.47
    JPMorgan Chase & Co* Financial Services 3.18 0.42
    Alphabet Inc C* Technology 20.15 0.35
    Alphabet Inc A* Technology 19.64 0.34
    Exxon Mobil Corp* Energy -8.45 0.34
    Johnson & Johnson* Healthcare 18.61 0.34
    Bank of America Corporation* Financial Services 5.97 0.31
    Berkshire Hathaway Inc B* Financial Services 2.68 0.31
    Wells Fargo & Co* Financial Services -2.16 0.30
    Pfizer Inc* Healthcare 5.94 0.29
    Cisco Systems Inc* Technology 6.92 0.29
    Citigroup Inc* Financial Services 8.62 0.29
    Visa Inc Class A* Financial Services 22.06 0.27
    General Electric Co* Industrials -12.37 0.26
    AT&T Inc* Communication Services -9.05 0.25
    Procter & Gamble Co* Consumer Defensive 7.00 0.24
    Verizon Communications Inc* Communication Services -13.83 0.23

    Best 5-Year Relative Performance | More
    06-27-17

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    06-27-17

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    06-27-17

    Fund Name Expense Ratio Analyst Report  

    Highest Expenses | More
    06-27-17

    Fund Name Expense Ratio Analyst Report  

    Longest Manager Tenure | More
    06-27-17

    Fund Name   Manager Name Avg Manager Tenure  

    Shortest Manager Tenure | More
    06-27-17

    Fund Name   Manager Name Avg Manager Tenure