Total Return | 7.06 | -1.49 | 6.29 | 11.32 | -0.46 |
Category Average | 6.03 | -1.17 | 6.19 | 10.35 | -0.41 |
Assets for Each Yr* | 76.00 | 76.22 | 84.30 | 99.72 | 101.13 |
YTD | 3 Year | 5 Year | |||
---|---|---|---|---|---|
Fund Family | -0.46 | 4.05 | 6.53 | ||
Total Assets* | Min. Investment | Load (% of Assets) | No Load (% of Assets) |
---|---|---|---|
$101,133 mil | $2,500 | 29.12 | 70.88 |
Asset Class | Score | % of Assets | Expense Ratio % | Expense Rating |
Domestic Stock | 2.8 | 24.27 | 1.24 | Average |
International Stock | 3.4 | 1.72 | 1.36 | Average |
Municipal Bond | 3.9 | 1.81 | 1.06 | Average |
Taxable Bond | 4.5 | 60.14 | 1.00 | Average |
Sector | YTD Return % | % Net Assets | ||
---|---|---|---|---|
Amazon.com Inc* | Consumer Cyclical | 30.61 | 0.30 | |
Microsoft Corp* | Technology | 11.55 | 0.27 | |
JPMorgan Chase & Co* | Financial Services | 5.28 | 0.26 | |
Apple Inc* | Technology | -1.70 | 0.23 | |
Netflix Inc* | Consumer Cyclical | 70.75 | 0.22 | |
Boeing Co* | Industrials | 15.42 | 0.21 | |
UnitedHealth Group Inc* | Healthcare | 6.96 | 0.21 | |
Bristol-Myers Squibb Company* | Healthcare | -15.19 | 0.20 | |
SBA Communications Corp* | Communication Services | 1.43 | 0.16 | |
Facebook Inc A* | Technology | -5.77 | 0.16 | |
Visa Inc Class A* | Financial Services | 9.11 | 0.16 | |
Red Hat Inc* | Technology | 32.62 | 0.15 | |
Illumina Inc* | Healthcare | 11.95 | 0.15 | |
Biomarin Pharmaceutical Inc* | Healthcare | -7.70 | 0.15 | |
Global Payments Inc* | Industrials | 11.02 | 0.15 | |
Exelon Corp* | Utilities | -1.18 | 0.14 | |
Adobe Systems Inc* | Technology | 28.53 | 0.14 | |
PNC Financial Services Group Inc* | Financial Services | 0.92 | 0.14 | |
Alphabet Inc A* | Technology | 2.27 | 0.14 | |
Goldman Sachs Group Inc* | Financial Services | -0.80 | 0.13 | |
Fund Name | 5-Yr Rank | Analyst Report | ||
---|---|---|---|---|
Prudential Jennison Global O | 2 | -- | ||
Prudential Jennison Focused | 7 | 10-04-17 | ||
Prudential Total Return Bond | 8 | 04-09-18 | ||
Prudential Balanced Z | 10 | 04-12-18 | ||
Prudential Floating Rate Inc | 11 | -- |
Fund Name | 5-Yr Rank | Analyst Report | ||
---|---|---|---|---|
Prudential Jennison Equity I | 97 | 10-20-17 | ||
Prudential Jennison Financia | 97 | -- | ||
Prudential Real Assets Z | 96 | -- | ||
Prudential Core Bond Z | 93 | -- | ||
Prudential Jennison Value B | 93 | -- |
Fund Name | Expense Ratio | Analyst Report | ||
---|---|---|---|---|
Prudential Day One 2010 R6 | -0.27 | -- | ||
Prudential Day One 2015 R6 | -0.22 | -- | ||
Prudential Day One 2020 R6 | -0.21 | -- | ||
Prudential Day One 2025 R6 | -0.19 | -- | ||
Prudential Day One 2050 R6 | -0.19 | -- |
Fund Name | Expense Ratio | Analyst Report | ||
---|---|---|---|---|
Prudential QMA Mid-Cap Value | 1.96 | -- | ||
Prudential Jennison Natural | 1.92 | -- | ||
Prudential Jennison Equity I | 1.89 | 10-20-17 | ||
Prudential Jennison Small Co | 1.83 | 10-23-17 | ||
Prudential Jennison Value B | 1.80 | -- |
Fund Name | Manager Name | Avg Manager Tenure | ||
---|---|---|---|---|
Prudential Jennison | Kathleen A. McCarrag | 18.80 | ||
Prudential Jennison | Mark G. DeFranco | 18.00 | ||
Prudential Short-Ter | Steven A. Kellner | 14.10 | ||
Prudential Jennison | Shaun Hong | 11.90 | ||
Prudential Jennison | Spiros “Sig” Segalas | 11.70 |
Fund Name | Manager Name | Avg Manager Tenure | ||
---|---|---|---|---|
Prudential Commodity | Marco Aiolfi | 0.10 | ||
Prudential Em Mkts D | Mariusz Banasiak | 0.40 | ||
Prudential Global Tt | Michael J. Collins | 0.40 | ||
Prudential 60/40 All | Joel M. Kallman | 0.50 | ||
Prudential Jennison | Steven A. Gavios | 0.50 |