Prudential Balanced Fund Manager Performance Evaluation
| PABFX Fund | USD 19.14 0.11 0.58% |
The fund holds a Beta of 0.5, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Prudential Balanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding Prudential Balanced is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Prudential Balanced Fund are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Prudential Balanced is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 28th of November 2025 | |
| Expense Ratio | 0.7800 |
Prudential |
Prudential Balanced Relative Risk vs. Return Landscape
If you would invest 1,833 in Prudential Balanced Fund on November 27, 2025 and sell it today you would earn a total of 81.00 from holding Prudential Balanced Fund or generate 4.42% return on investment over 90 days. Prudential Balanced Fund is currently producing 0.0731% returns and takes up 0.4442% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Prudential, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Prudential Balanced Current Valuation
Undervalued
Today
Please note that Prudential Balanced's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Prudential Balanced holds a recent Real Value of $20.84 per share. The prevailing price of the fund is $19.14. We determine the value of Prudential Balanced from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Prudential Balanced is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Prudential Mutual Fund. However, Prudential Balanced's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 19.14 | Real 20.84 | Hype 19.03 | Naive 19.07 |
The intrinsic value of Prudential Balanced's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Prudential Balanced's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Prudential Balanced Fund helps investors to forecast how Prudential mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Prudential Balanced more accurately as focusing exclusively on Prudential Balanced's fundamentals will not take into account other important factors: Prudential Balanced Target Price Odds to finish over Current Price
The tendency of Prudential Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 19.14 | 90 days | 19.14 | under 4 |
Based on a normal probability distribution, the odds of Prudential Balanced to move above the current price in 90 days from now is under 4 (This Prudential Balanced Fund probability density function shows the probability of Prudential Mutual Fund to fall within a particular range of prices over 90 days) .
Prudential Balanced Price Density |
| Price |
Predictive Modules for Prudential Balanced
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Prudential Balanced. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Prudential Balanced Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Prudential Balanced is not an exception. The market had few large corrections towards the Prudential Balanced's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Prudential Balanced Fund, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Prudential Balanced within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.04 | |
β | Beta against Dow Jones | 0.50 | |
σ | Overall volatility | 0.30 | |
Ir | Information ratio | -0.02 |
Prudential Balanced Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Prudential Balanced for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Prudential Balanced can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund maintains about 5.73% of its assets in bonds |
Prudential Balanced Fundamentals Growth
Prudential Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Prudential Balanced, and Prudential Balanced fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Prudential Mutual Fund performance.
| Price To Earning | 17.28 X | ||||
| Price To Book | 2.28 X | ||||
| Price To Sales | 1.37 X | ||||
| Total Asset | 126.22 M | ||||
About Prudential Balanced Performance
Evaluating Prudential Balanced's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Prudential Balanced has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Prudential Balanced has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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.Things to note about Prudential Balanced performance evaluation
Checking the ongoing alerts about Prudential Balanced for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Prudential Balanced help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 5.73% of its assets in bonds |
- Analyzing Prudential Balanced's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Prudential Balanced's stock is overvalued or undervalued compared to its peers.
- Examining Prudential Balanced's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Prudential Balanced's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Prudential Balanced's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Prudential Balanced's mutual fund. These opinions can provide insight into Prudential Balanced's potential for growth and whether the stock is currently undervalued or overvalued.
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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