Prudential Jennison Value Fund Quote

PBEAX Fund  USD 25.21  0.06  0.24%   

Performance

14 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 18

 
High
 
Low
Low
Prudential Jennison is trading at 25.21 as of the 29th of November 2024; that is 0.24% down since the beginning of the trading day. The fund's open price was 25.27. Prudential Jennison 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 Jennison Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of October 2024 and ending today, the 29th of November 2024. Click here to learn more.
The fund normally invests at least 65 percent of its total assets in the equity and equity-related securities of companies that the sub-adviser believes will provide investment returns above those of the Russell 1000 Value Index and, over the long term, the SP 500 Index. More on Prudential Jennison Value

Moving against Prudential Mutual Fund

  0.6EMDCX Prudential EmergingPairCorr
  0.59EMDAX Prudential EmergingPairCorr
  0.57EMDZX Prudential EmergingPairCorr
  0.32PWJCX Prudential JennisonPairCorr

Prudential Mutual Fund Highlights

Fund ConcentrationPGIM Investments Funds, Large Value Funds, Large Value, PGIM Investments (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date28th of October 2022
Fiscal Year EndAugust
Prudential Jennison Value [PBEAX] is traded in USA and was established 29th of November 2024. Prudential Jennison is listed under PGIM Investments category by Fama And French industry classification. The fund is listed under Large Value category and is part of PGIM Investments family. This fund at this time has accumulated 461.73 M in assets with no minimum investment requirementsPrudential Jennison Value is currently producing year-to-date (YTD) return of 25.62% with the current yeild of 0.01%, while the total return for the last 3 years was 10.23%.
Check Prudential Jennison 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 Jennison Value 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 Jennison Value Mutual Fund Constituents

PGProcter GambleStockConsumer Staples
DDominion EnergyStockUtilities
WMTWalmartStockConsumer Staples
VZVerizon CommunicationsStockCommunication Services
LOWLowes CompaniesStockConsumer Discretionary
AVGOBroadcomStockInformation Technology
PFEPfizer IncStockHealth Care
CSCOCisco SystemsStockInformation Technology
More Details

Prudential Jennison Value Risk Profiles

Prudential Jennison Against Markets

Other Information on Investing in Prudential Mutual Fund

Prudential Jennison 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 Jennison security.
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