Prudential Balanced Fund Quote
| PABFX Fund | USD 19.00 0.10 0.53% |
Performance11 of 100
| Odds Of DistressLess than 18
|
Prudential Balanced is trading at 19.00 as of the 1st of December 2024; that is 0.53% up since the beginning of the trading day. The fund's open price was 18.9. Prudential Balanced has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Prudential Balanced Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of September 2024 and ending today, the 1st of December 2024. Click here to learn more.
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. More on Prudential Balanced Fund
Moving together with Prudential Mutual Fund
Prudential Mutual Fund Highlights
| Fund Concentration | PGIM Investments Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, PGIM Investments (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 29th of November 2022 |
| Fiscal Year End | September |
Prudential Balanced Fund [PABFX] is traded in USA and was established 1st of December 2024. Prudential Balanced is listed under PGIM Investments category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of PGIM Investments family. This fund at this time has accumulated 936.07 M in assets with no minimum investment requirementsPrudential Balanced is currently producing year-to-date (YTD) return of 14.54% with the current yeild of 0.02%, while the total return for the last 3 years was 4.43%.
Check Prudential Balanced Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Prudential Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Prudential Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Prudential Balanced Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Prudential Balanced Fund Mutual Fund Constituents
| V | Visa Class A | Stock | Financials | |
| CVX | Chevron Corp | Stock | Energy | |
| VZ | Verizon Communications | Stock | Communication Services | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| WMT | Walmart | Stock | Consumer Staples | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary |
Prudential Balanced Risk Profiles
| Mean Deviation | 0.3538 | |||
| Semi Deviation | 0.4296 | |||
| Standard Deviation | 0.4618 | |||
| Variance | 0.2133 |
Prudential Balanced Against Markets
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.
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