Prudential Balanced Financials
| PIBQX Fund | USD 18.79 0.05 0.27% |
Prudential |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Prudential Balanced Fund Summary
Prudential Balanced competes with Fidelity Advisor, Lord Abbett, Pimco Diversified, Conservative Balanced, and Huber Capital. The fund invests in a portfolio of equity, fixed-income and money market securities that is actively managed to capitalize on opportunities created by perceived misvaluation. It will invest 45 percent to 70 percent of its total assets in equity and equity-related securities. Under normal circumstances, 30 percent to 55 percent of the funds total assets are invested in fixed income securities. It may invest up to 15 percent of its total assets in equity and equity-related securities of small companies.Specialization | Allocation--50% to 70% Equity, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Prudential Investment Portfolios, |
| Mutual Fund Family | PGIM Funds (Prudential) |
| Mutual Fund Category | Allocation--50% to 70% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 800 225 1852 |
| Currency | USD - US Dollar |
Prudential Balanced Key Financial Ratios
Prudential Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Prudential Balanced's current stock value. Our valuation model uses many indicators to compare Prudential Balanced value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Prudential Balanced competition to find correlations between indicators driving Prudential Balanced's intrinsic value. More Info.Prudential Balanced is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 607.77 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Prudential Balanced's earnings, one of the primary drivers of an investment's value.Prudential Balanced Systematic Risk
Prudential Balanced's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Prudential Balanced volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Prudential Balanced correlated with the market. If Beta is less than 0 Prudential Balanced generally moves in the opposite direction as compared to the market. If Prudential Balanced Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Prudential Balanced is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Prudential Balanced is generally in the same direction as the market. If Beta > 1 Prudential Balanced moves generally in the same direction as, but more than the movement of the benchmark.
Prudential Balanced November 26, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Prudential Balanced help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Prudential Balanced. We use our internally-developed statistical techniques to arrive at the intrinsic value of Prudential Balanced based on widely used predictive technical indicators. In general, we focus on analyzing Prudential Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Prudential Balanced's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5163 | |||
| Information Ratio | (0.19) | |||
| Maximum Drawdown | 2.28 | |||
| Value At Risk | (0.80) | |||
| Potential Upside | 0.8667 |
Other Information on Investing in Prudential Mutual Fund
Prudential Balanced financial ratios help investors to determine whether Prudential Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Prudential with respect to the benefits of owning Prudential Balanced security.
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| Transaction History View history of all your transactions and understand their impact on performance | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings |