Pgim Jennison Diversified Fund Manager Performance Evaluation
| TBDQX Fund | USD 21.34 0.05 0.23% |
The fund holds a Beta of 0.96, which implies possible diversification benefits within a given portfolio. Pgim Jennison returns are very sensitive to returns on the market. As the market goes up or down, Pgim Jennison is expected to follow.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Pgim Jennison Diversified are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Pgim Jennison may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 0.4400 |
Pgim |
Pgim Jennison Relative Risk vs. Return Landscape
If you would invest 2,005 in Pgim Jennison Diversified on August 27, 2024 and sell it today you would earn a total of 129.00 from holding Pgim Jennison Diversified or generate 6.43% return on investment over 90 days. Pgim Jennison Diversified is currently producing 0.1035% returns and takes up 1.1058% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Pgim, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Pgim Jennison Current Valuation
Fairly Valued
Today
Please note that Pgim Jennison's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Pgim Jennison Diversified holds a recent Real Value of $21.03 per share. The prevailing price of the fund is $21.34. We determine the value of Pgim Jennison Diversified 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 Pgim Jennison is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pgim Mutual Fund. However, Pgim Jennison'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 21.34 | Real 21.03 | Hype 21.29 | Naive 20.94 |
The intrinsic value of Pgim Jennison'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 Pgim Jennison'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 Pgim Jennison Diversified helps investors to forecast how Pgim 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 Pgim Jennison more accurately as focusing exclusively on Pgim Jennison's fundamentals will not take into account other important factors: Pgim Jennison Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pgim Jennison's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pgim Jennison Diversified, and traders can use it to determine the average amount a Pgim Jennison's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0936
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| Cash | TBDQX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.11 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 7 93% of assets perform better |
Based on monthly moving average Pgim Jennison is performing at about 7% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Pgim Jennison by adding it to a well-diversified portfolio.
Pgim Jennison Fundamentals Growth
Pgim Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pgim Jennison, and Pgim Jennison 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 Pgim Mutual Fund performance.
| Total Asset | 219.93 M | ||||
About Pgim Jennison Performance
Evaluating Pgim Jennison's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pgim Jennison 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 Pgim Jennison 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 companies with market capitalizations comparable to those found in the Russell 1000 Index. It may actively and frequently trade its portfolio securities.Things to note about Pgim Jennison Diversified performance evaluation
Checking the ongoing alerts about Pgim Jennison for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pgim Jennison Diversified help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Pgim Jennison's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Pgim Jennison's mutual fund performance include:- Analyzing Pgim Jennison'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 Pgim Jennison's stock is overvalued or undervalued compared to its peers.
- Examining Pgim Jennison'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 Pgim Jennison's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pgim Jennison's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pgim Jennison's mutual fund. These opinions can provide insight into Pgim Jennison's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pgim Mutual Fund
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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