AXA Equitable Fund Family Report
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  • Performance
    11-30-18

    Total ReturnCategory Average
    Total Return5.56-0.447.8715.050.79
    Category Average5.89-1.277.7015.690.05
    Assets for Each Yr*142.88137.82140.85152.62148.67
    *billions

    Trailing Returns %
    11-30-18

      YTD 3 Year 5 Year    
    Fund Family 0.79 7.10 5.93

    Key Stats
    11-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $148,669 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 40.81 0.82 Below Avg
    International Stock 2.4 8.85 0.97 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond 2.0 14.69 0.73 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    12-12-18

      Sector YTD Return % % Net Assets  
    Facebook Inc A* Technology -18.11 0.48
    JPMorgan Chase & Co* Financial Services -3.22 0.43
    Pfizer Inc* Healthcare 25.68 0.31
    Cisco Systems Inc* Technology 26.29 0.28
    Wells Fargo & Co* Financial Services -18.61 0.27
    Bank of America Corporation* Financial Services -15.11 0.25
    Citigroup Inc* Financial Services -22.70 0.23
    Qualcomm Inc* Technology -6.04 0.16
    Accenture PLC A* Technology 5.43 0.15
    Medtronic PLC* Healthcare 20.33 0.15
    Amgen Inc* Healthcare 15.98 0.13
    Gilead Sciences Inc* Healthcare -2.50 0.13
    Honeywell International Inc* Industrials -4.59 0.13
    McDonald's Corp* Consumer Cyclical 8.36 0.12
    Walmart Inc* Consumer Defensive -3.61 0.12
    Abbott Laboratories* Healthcare 29.05 0.11
    Broadcom Inc* Technology 1.30 0.11
    Altria Group Inc* Consumer Defensive -22.24 0.10
    General Electric Co* Industrials -59.48 0.10
    Starbucks Corp* Consumer Cyclical 17.45 0.10

    Best 5-Year Relative Performance | More
    12-12-18

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    12-12-18

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    12-12-18

    Fund Name Expense Ratio Analyst Report  

    Highest Expenses | More
    12-12-18

    Fund Name Expense Ratio Analyst Report  

    Longest Manager Tenure | More
    12-12-18

    Fund Name   Manager Name Avg Manager Tenure  

    Shortest Manager Tenure | More
    12-12-18

    Fund Name   Manager Name Avg Manager Tenure