Prudential Financial Services Fund Quote
| PFSZX Fund | USD 25.78 0.26 1.02% |
Performance4 of 100
| Odds Of DistressLess than 20
|
Prudential Financial is trading at 25.78 as of the 31st of January 2025; that is 1.02% up since the beginning of the trading day. The fund's open price was 25.52. Prudential Financial has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 31st of January 2025. Click here to learn more.
The fund normally invests at least 80 percent of its investable assets in equity and equity-related securities of financial services related companies. It invests primarily in securities of issuers in the United States, although it may also invest in securities of issuers in countries throughout the world. More on Prudential Financial Services
Prudential Mutual Fund Highlights
| Fund Concentration | PGIM Investments Funds, Large Value Funds, Financial Funds, Financial, PGIM Investments, Large Blend, Financial (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 27th of January 2023 |
| Fiscal Year End | November |
Prudential Financial Services [PFSZX] is traded in USA and was established 31st of January 2025. Prudential Financial is listed under PGIM Investments category by Fama And French industry classification. The fund is listed under Financial category and is part of PGIM Investments family. This fund at this time has accumulated 117.85 M in assets with no minimum investment requirementsPrudential Financial is currently producing year-to-date (YTD) return of 5.72% with the current yeild of 0.01%, while the total return for the last 3 years was 14.16%.
Check Prudential Financial 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 Financial Services 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 Financial Services Mutual Fund Constituents
| PNFP | Pinnacle Financial Partners | Stock | Financials | |
| COF | Capital One Financial | Stock | Financials | |
| MCO | Moodys | Stock | Financials | |
| V | Visa Class A | Stock | Financials | |
| TFC | Truist Financial Corp | Stock | Financials | |
| SPGI | SP Global | Stock | Financials | |
| RNR | Renaissancere Holdings | Stock | Financials | |
| PYPL | PayPal Holdings | Stock | Financials |
Prudential Financial Risk Profiles
| Mean Deviation | 0.8935 | |||
| Semi Deviation | 1.32 | |||
| Standard Deviation | 1.43 | |||
| Variance | 2.06 |
Prudential Financial Against Markets
Other Information on Investing in Prudential Mutual Fund
Prudential Financial 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 Financial security.
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios |