Prudential Funds (PGIM Investments) Fund Family Report
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    • Performance
    03-31-18

    Total ReturnCategory Average
    Total Return7.06-1.496.2911.32-0.46
    Category Average6.03-1.176.1910.35-0.41
    Assets for Each Yr*76.0076.2284.3099.72101.13
    *billions

    Trailing Returns %
    03-31-18

      YTD 3 Year 5 Year    
    Fund Family -0.46 4.05 6.53

    Key Stats
    03-31-18

    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
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-20-18

      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

    Best 5-Year Relative Performance | More
    04-20-18

    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 --

    Worst 5-Year Relative Performance | More
    04-20-18

    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 --

    Lowest Expenses | More
    04-20-18

    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 --

    Highest Expenses | More
    04-20-18

    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 --

    Longest Manager Tenure | More
    04-20-18

    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

    Shortest Manager Tenure | More
    04-20-18

    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