AXA Equitable Fund Family Report
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  • Select a Fund Family
  • Performance
    07-31-17

    Total ReturnCategory Average
    Total Return20.315.52-0.548.238.57
    Category Average20.555.86-1.398.048.90
    Assets for Each Yr*141.48147.74142.17145.70153.26
    *billions

    Trailing Returns %
    07-31-17

      YTD 3 Year 5 Year    
    Fund Family 8.57 6.37 9.30

    Key Stats
    07-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $153,264 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.9 41.47 0.86 Below Avg
    International Stock 2.5 8.81 0.97 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond 1.9 14.80 0.75 Average
    *Doesn't include money market assets.

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

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 37.57 0.89
    Microsoft Corp* Technology 18.54 0.64
    Amazon.com Inc* Consumer Cyclical 27.82 0.54
    Facebook Inc A* Technology 45.51 0.49
    JPMorgan Chase & Co* Financial Services 6.87 0.43
    Alphabet Inc C* Technology 17.99 0.38
    Alphabet Inc A* Technology 16.88 0.36
    Johnson & Johnson* Healthcare 16.54 0.34
    Exxon Mobil Corp* Energy -12.55 0.33
    Berkshire Hathaway Inc B* Financial Services 8.95 0.31
    Bank of America Corporation* Financial Services 7.56 0.30
    Citigroup Inc* Financial Services 13.11 0.30
    Wells Fargo & Co* Financial Services -4.14 0.29
    Pfizer Inc* Healthcare 3.54 0.27
    Visa Inc Class A* Financial Services 32.02 0.26
    Cisco Systems Inc* Technology 3.28 0.26
    General Electric Co* Industrials -20.79 0.24
    Procter & Gamble Co* Consumer Defensive 12.42 0.23
    Philip Morris International Inc* Consumer Defensive 28.33 0.23
    Comcast Corp Class A* Communication Services 18.28 0.23

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

    Fund Name 5-Yr Rank Analyst Report  

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

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    08-18-17

    Fund Name Expense Ratio Analyst Report  

    Highest Expenses | More
    08-18-17

    Fund Name Expense Ratio Analyst Report  

    Longest Manager Tenure | More
    08-18-17

    Fund Name   Manager Name Avg Manager Tenure  

    Shortest Manager Tenure | More
    08-18-17

    Fund Name   Manager Name Avg Manager Tenure