AXA Equitable Fund Family Report
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  • Select a Fund Family
  • Performance
    02-28-17

    Total ReturnCategory Average
    Total Return20.295.52-0.578.263.67
    Category Average20.575.83-1.398.063.93
    Assets for Each Yr*141.52147.96142.38145.93149.88
    *billions

    Trailing Returns %
    02-28-17

      YTD 3 Year 5 Year    
    Fund Family 3.67 5.16 8.14

    Key Stats
    02-28-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $149,875 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 41.82 0.86 Below Avg
    International Stock 2.4 8.28 0.97 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond 2.3 15.09 0.75 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-23-17

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 22.16 0.78
    Microsoft Corp* Technology 5.02 0.65
    Amazon.com Inc* Consumer Cyclical 13.00 0.50
    Facebook Inc A* Technology 21.28 0.45
    JPMorgan Chase & Co* Financial Services 1.83 0.44
    Exxon Mobil Corp* Energy -8.48 0.36
    Alphabet Inc C* Technology 5.93 0.35
    Alphabet Inc A* Technology 5.96 0.34
    Berkshire Hathaway Inc B* Financial Services 4.24 0.32
    Johnson & Johnson* Healthcare 9.97 0.32
    Wells Fargo & Co* Financial Services 0.94 0.31
    Bank of America Corporation* Financial Services 4.73 0.30
    Citigroup Inc* Financial Services -2.05 0.29
    Cisco Systems Inc* Technology 13.24 0.28
    General Electric Co* Industrials -5.51 0.28
    Pfizer Inc* Healthcare 6.56 0.28
    AT&T Inc* Communication Services -0.92 0.26
    Verizon Communications Inc* Communication Services -5.92 0.25
    Visa Inc Class A* Financial Services 14.11 0.25
    Procter & Gamble Co* Consumer Defensive 8.75 0.25

    Best 5-Year Relative Performance | More
    03-23-17

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    03-23-17

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    03-23-17

    Fund Name Expense Ratio Analyst Report  

    Highest Expenses | More
    03-23-17

    Fund Name Expense Ratio Analyst Report  

    Longest Manager Tenure | More
    03-23-17

    Fund Name   Manager Name Avg Manager Tenure  

    Shortest Manager Tenure | More
    03-23-17

    Fund Name   Manager Name Avg Manager Tenure