Prudential Financial Services Fund Manager Performance Evaluation
| PUFCX Fund | USD 19.13 0.20 1.06% |
The fund holds a Beta of 0.29, which implies not very significant fluctuations relative to the market. As returns on the market increase, Prudential Financial's returns are expected to increase less than the market. However, during the bear market, the loss of holding Prudential Financial 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 Financial Services are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Prudential Financial showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 29th of January 2025 | |
| Expense Ratio | 2.1200 |
PRUDENTIAL |
Prudential Financial Relative Risk vs. Return Landscape
If you would invest 1,605 in Prudential Financial Services on November 6, 2025 and sell it today you would earn a total of 308.00 from holding Prudential Financial Services or generate 19.19% return on investment over 90 days. Prudential Financial Services is currently producing 0.3109% returns and takes up 1.9638% volatility of returns over 90 trading days. Put another way, 17% of traded mutual funds are less volatile than PRUDENTIAL, and 94% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Prudential Financial Current Valuation
Undervalued
Today
Please note that Prudential Financial's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Prudential Financial holds a recent Real Value of $20.45 per share. The prevailing price of the fund is $19.13. We determine the value of Prudential Financial 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 Financial is currently traded on the exchange, buyers and sellers on that exchange determine the market value of PRUDENTIAL Mutual Fund. However, Prudential Financial'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 19.13 | Real 20.45 | Hype 19.13 | Naive 19.65 |
The intrinsic value of Prudential Financial'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 Financial'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 Financial Services 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 Financial more accurately as focusing exclusively on Prudential Financial's fundamentals will not take into account other important factors: Prudential Financial 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 |
| 19.13 | 90 days | 19.13 | about 16.03 |
Based on a normal probability distribution, the odds of Prudential Financial to move above the current price in 90 days from now is about 16.03 (This Prudential Financial Services probability density function shows the probability of PRUDENTIAL Mutual Fund to fall within a particular range of prices over 90 days) .
Prudential Financial Price Density |
| Price |
Predictive Modules for Prudential Financial
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 Financial. 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 Financial'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 Financial Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Prudential Financial is not an exception. The market had few large corrections towards the Prudential Financial'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 Financial Services, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Prudential Financial within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.25 | |
β | Beta against Dow Jones | 0.29 | |
σ | Overall volatility | 1.51 | |
Ir | Information ratio | 0.12 |
Prudential Financial 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 Financial for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Prudential Financial can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.Prudential Financial Fundamentals Growth
PRUDENTIAL Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Prudential Financial, and Prudential Financial 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 | 11.81 X | |||
| Price To Book | 0.86 X | |||
| Price To Sales | 1.60 X | |||
| Total Asset | 5.34 M | |||
About Prudential Financial Performance
Evaluating Prudential Financial's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Prudential Financial 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 Financial 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 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. The fund may invest up to 30 percent of its total assets in foreign securities. It is non-diversified.Things to note about Prudential Financial performance evaluation
Checking the ongoing alerts about Prudential Financial for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Prudential Financial help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Prudential Financial's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Prudential Financial's mutual fund performance include:- Analyzing Prudential Financial'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 Financial's stock is overvalued or undervalued compared to its peers.
- Examining Prudential Financial'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 Financial's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Prudential Financial's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Prudential Financial's mutual fund. These opinions can provide insight into Prudential Financial's potential for growth and whether the stock is currently undervalued or overvalued.
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.
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