AXA Equitable Fund Family Report
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  • Select a Fund Family
  • Performance
    11-30-17

    Total ReturnCategory Average
    Total Return20.315.52-0.548.2314.34
    Category Average20.515.84-1.368.0014.63
    Assets for Each Yr*141.48147.74142.17145.70158.14
    *billions

    Trailing Returns %
    11-30-17

      YTD 3 Year 5 Year    
    Fund Family 14.34 7.01 9.63

    Key Stats
    11-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $158,140 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 41.99 0.85 Below Avg
    International Stock 2.5 8.68 0.97 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond 1.9 14.32 0.75 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    12-08-17

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 48.36 0.90
    Microsoft Corp* Technology 37.99 0.67
    Amazon.com Inc* Consumer Cyclical 54.96 0.54
    Facebook Inc A* Technology 55.58 0.54
    JPMorgan Chase & Co* Financial Services 25.12 0.43
    Alphabet Inc C* Technology 34.36 0.38
    Alphabet Inc A* Technology 32.42 0.36
    Johnson & Johnson* Healthcare 24.91 0.34
    Exxon Mobil Corp* Energy -5.03 0.32
    Berkshire Hathaway Inc B* Financial Services 20.53 0.31
    Citigroup Inc* Financial Services 29.01 0.30
    Bank of America Corporation* Financial Services 33.21 0.29
    Pfizer Inc* Healthcare 13.98 0.27
    Visa Inc Class A* Financial Services 45.21 0.27
    Wells Fargo & Co* Financial Services 10.42 0.27
    Cisco Systems Inc* Technology 28.19 0.26
    Comcast Corp Class A* Communication Services 11.29 0.24
    Procter & Gamble Co* Consumer Defensive 10.74 0.24
    UnitedHealth Group Inc* Healthcare 41.71 0.23
    AT&T Inc* Communication Services -9.03 0.23

    Best 5-Year Relative Performance | More
    12-08-17

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    12-08-17

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    12-08-17

    Fund Name Expense Ratio Analyst Report  

    Highest Expenses | More
    12-08-17

    Fund Name Expense Ratio Analyst Report  

    Longest Manager Tenure | More
    12-08-17

    Fund Name   Manager Name Avg Manager Tenure  

    Shortest Manager Tenure | More
    12-08-17

    Fund Name   Manager Name Avg Manager Tenure