Prudential Balanced Fund Fundamentals
| PIBQX Fund | USD 18.79 0.05 0.27% |
Prudential Balanced fundamentals help investors to digest information that contributes to Prudential Balanced's financial success or failures. It also enables traders to predict the movement of Prudential Mutual Fund. The fundamental analysis module provides a way to measure Prudential Balanced's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Prudential Balanced mutual fund.
Prudential |
Prudential Balanced Mutual Fund Annual Yield Analysis
Prudential Balanced's Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Current Prudential Balanced Annual Yield | 0.02 % |
Most of Prudential Balanced's fundamental indicators, such as Annual Yield, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Prudential Balanced is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
| Competition |
In accordance with the recently published financial statements, Prudential Balanced has an Annual Yield of 0.0242%. This is much higher than that of the PGIM Funds (Prudential) family and significantly higher than that of the Allocation--50% to 70% Equity category. The annual yield for all United States funds is notably lower than that of the firm.
Prudential Balanced Fundamental Drivers 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 Annual Yield Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Prudential Balanced's direct or indirect competition against its Annual Yield to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Prudential Balanced could also be used in its relative valuation, which is a method of valuing Prudential Balanced by comparing valuation metrics of similar companies.Prudential Balanced is currently under evaluation in annual yield among similar funds.
Fund Asset Allocation for Prudential Balanced
The fund invests 56.53% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (5.73%) , cash (4.25%) and various exotic instruments.Asset allocation divides Prudential Balanced's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Prudential Fundamentals
| Total Asset | 954.95 M | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 14.71 % | ||||
| One Year Return | 20.90 % | ||||
| Three Year Return | 4.55 % | ||||
| Five Year Return | 7.74 % | ||||
| Ten Year Return | 8.54 % | ||||
| Net Asset | 786.99 M | ||||
| Last Dividend Paid | 0.08 | ||||
| Cash Position Weight | 4.25 % | ||||
| Equity Positions Weight | 56.53 % | ||||
| Bond Positions Weight | 5.73 % |
About Prudential Balanced Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Prudential Balanced's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Prudential Balanced using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Prudential Balanced based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.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.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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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