Prudential 6040 Allocation Fund Manager Performance Evaluation
| PALDX Fund | USD 14.16 0.05 0.35% |
The fund holds a Beta of 0.51, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Prudential 60/40's returns are expected to increase less than the market. However, during the bear market, the loss of holding Prudential 60/40 is expected to be smaller as well.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Prudential 6040 Allocation are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Prudential 60/40 is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Prudential 60/40 Relative Risk vs. Return Landscape
If you would invest 1,366 in Prudential 6040 Allocation on November 8, 2025 and sell it today you would earn a total of 50.00 from holding Prudential 6040 Allocation or generate 3.66% return on investment over 90 days. Prudential 6040 Allocation is currently producing 0.0616% returns and takes up 0.5764% volatility of returns over 90 trading days. Put another way, 5% 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 60/40 Current Valuation
Fairly Valued
Today
Please note that Prudential 60/40's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Prudential 6040 Allo holds a recent Real Value of $14.08 per share. The prevailing price of the fund is $14.16. We determine the value of Prudential 6040 Allo 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 60/40 is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Prudential Mutual Fund. However, Prudential 60/40'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 14.16 | Real 14.08 | Hype 14.16 | Naive 14.2 |
The intrinsic value of Prudential 60/40'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 60/40'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 6040 Allocation 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 60/40 more accurately as focusing exclusively on Prudential 60/40's fundamentals will not take into account other important factors: Prudential 60/40 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 |
| 14.16 | 90 days | 14.16 | about 21.0 |
Based on a normal probability distribution, the odds of Prudential 60/40 to move above the current price in 90 days from now is about 21.0 (This Prudential 6040 Allocation probability density function shows the probability of Prudential Mutual Fund to fall within a particular range of prices over 90 days) .
Prudential 60/40 Price Density |
| Price |
Predictive Modules for Prudential 60/40
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 6040 Allo. 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.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Prudential 60/40's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Prudential 60/40 Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Prudential 60/40 is not an exception. The market had few large corrections towards the Prudential 60/40'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 6040 Allocation, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Prudential 60/40 within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.03 | |
β | Beta against Dow Jones | 0.51 | |
σ | Overall volatility | 0.31 | |
Ir | Information ratio | 0.02 |
Prudential 60/40 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 60/40 for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Prudential 6040 Allo 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 10.67% of its assets in cash |
Prudential 60/40 Fundamentals Growth
Prudential Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Prudential 60/40, and Prudential 60/40 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.
| Total Asset | 87.46 M | ||||
About Prudential 60/40 Performance
Evaluating Prudential 60/40's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Prudential 60/40 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 60/40 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 pursues its objective by primarily investing in a portfolio of other mutual funds and exchange-traded funds within the PGIM fund family that provide exposure to equity and fixed income. The investments held by underlying funds that provide exposure to equities will include equity and equity-related securities of large capitalization U.S. companies.Things to note about Prudential 6040 Allo performance evaluation
Checking the ongoing alerts about Prudential 60/40 for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Prudential 6040 Allo 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 10.67% of its assets in cash |
- Analyzing Prudential 60/40'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 60/40's stock is overvalued or undervalued compared to its peers.
- Examining Prudential 60/40'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 60/40's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Prudential 60/40's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Prudential 60/40's mutual fund. These opinions can provide insight into Prudential 60/40's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Prudential Mutual Fund
Prudential 60/40 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 60/40 security.
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