Pgim Jennison Diversified Fund Fundamentals
| TBDQX Fund | USD 21.25 0.10 0.47% |
Pgim Jennison Diversified fundamentals help investors to digest information that contributes to Pgim Jennison's financial success or failures. It also enables traders to predict the movement of Pgim Mutual Fund. The fundamental analysis module provides a way to measure Pgim Jennison'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 Pgim Jennison mutual fund.
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Pgim Jennison Diversified Mutual Fund Year To Date Return Analysis
Pgim Jennison's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
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YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Pgim Jennison Year To Date Return | 26.69 % |
Most of Pgim Jennison's fundamental indicators, such as Year To Date Return, 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, Pgim Jennison Diversified is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
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Based on the company's disclosures, Pgim Jennison Diversified has a Year To Date Return of 26.6869%. This is much higher than that of the PGIM Funds (Prudential) family and significantly higher than that of the Large Growth category. The year to date return for all United States funds is notably lower than that of the firm.
Pgim Jennison Diversified Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Pgim Jennison's current stock value. Our valuation model uses many indicators to compare Pgim Jennison value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Pgim Jennison competition to find correlations between indicators driving Pgim Jennison's intrinsic value. More Info.Pgim Jennison Diversified is rated top fund in year to date return among similar funds. It also is rated top fund in one year return among similar funds reporting about 1.29 of One Year Return per Year To Date Return. 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 Pgim Jennison's earnings, one of the primary drivers of an investment's value.Did you try this?
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Fund Asset Allocation for Pgim Jennison
The fund invests 99.4% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.6%) .Asset allocation divides Pgim Jennison'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.
Pgim Fundamentals
| Total Asset | 219.93 M | |||
| Year To Date Return | 26.69 % | |||
| One Year Return | 34.45 % | |||
| Three Year Return | 6.81 % | |||
| Five Year Return | 18.03 % | |||
| Ten Year Return | 13.74 % | |||
| Net Asset | 208.96 M | |||
| Cash Position Weight | 0.60 % | |||
| Equity Positions Weight | 99.40 % |
About Pgim Jennison Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Pgim Jennison Diversified's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Pgim Jennison using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Pgim Jennison Diversified 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 normally invests at least 80 percent of its investable assets in equity and equity-related securities of companies with market capitalizations comparable to those found in the Russell 1000 Index. It may actively and frequently trade its portfolio securities.
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Pgim Jennison financial ratios help investors to determine whether Pgim 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 Pgim with respect to the benefits of owning Pgim Jennison security.
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