Performance
Trailing returns
| 1 day | +0.69% |
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| 1 week | +1.56% |
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| 4 week | +0.20% |
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| 3 month | +6.71% |
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| YTD | +19.64% |
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| 1 year | +30.78% |
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| 3 years* | +14.58% |
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| 5 years* | +5.49% |
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| *annualized | |||||
| Best 3 month return | +28.42% | |
| Worst 3 month return | -28.09% |
Morningstar statistics
Morningstar category: Large Value
| Return | Risk | Rating | |
| 3 years | Below Average | Average |
 
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| 5 years | Below Average | Average |
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| 10 years | Below Average | Average |
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| Overall | Below Average | Average |
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Morningstar style Learn more
| Large | |||
| Mid | |||
| Small | |||
| Value | Blend | Growth |
Key statistics
| Total assets | 60.47M | |
| Front load | 5.50% | |
| Deferred load | - | |
| Expense ratio | 1.40% | |
| Management fee | - | |
| Fund family | Prudential Investments |
Asset allocation
| Cash | 1.48% | |
| Stocks | 98.52% | |
| Bonds | 0.00% | |
| Other | 0.00% |
Purchase information
| Initial | US$2,500 | |
| Additional | US$100 | |
| IRA Initial | US$1,000 | |
| AIP Initial | US$50 | |
| AIP Additional | US$50 |
12.89-0.16(-1.23%)
Jun 19, 4:00PM EDT
Overall Morningstar RatingTM
Description
The investment seeks long-term growth of capital. The fund invests in a diversified portfolio of large-cap company stocks that the subadviser believes are attractively priced when evaluated using quantitative measures such as P/E, PCF, and PB ratios. Although the strategy emphasizes attractive valuations, the subadviser also considers other quantifiable characteristics. Such characteristics may include measures of earnings quality, external financing, or trends in the earnings outlook. The investment management team may also exercise judgment when evaluating underlying data and positions recommended by the fund's computer models.
Fund filings (PDF) »
Fund filings (PDF) »
Asset managers:
Deborah Woods (Started: Sep 20, 2005)
Robert Leung (Started: Jul 31, 2009)
John Leib (Started: Sep 20, 2005)
Deborah Woods (Started: Sep 20, 2005)
Robert Leung (Started: Jul 31, 2009)
John Leib (Started: Sep 20, 2005)
Risk
| 1 year | 3 years | 5 years | 10 years | ||
| Alpha* | 2.24 | -2.42 | -1.55 | -0.99 | |
| Beta* | 1.07 | 1.05 | 1.06 | 1.06 | |
| Mean annual return | 2.37 | 1.25 | 0.50 | 0.65 | |
| R-squared* | 85.04 | 96.53 | 97.16 | 95.02 | |
| Standard deviation | 7.35 | 14.98 | 20.36 | 15.77 | |
| Sharpe ratio | 3.86 | 1.00 | 0.28 | 0.39 | |
| * Against standard index | |||||
Top 10 holdings
| Security | Net Assets | |
| Exxon Mobil Corporation (XOM) | 5.19% | |
| Chevron Corp (CVX) | 3.34% | |
| Wells Fargo & Co (WFC) | 2.76% | |
| JPMorgan Chase & Co (JPM) | 2.67% | |
| General Electric Co (GE) | 2.23% | |
| Citigroup Inc (C) | 2.18% | |
| Pfizer Inc (PFE) | 1.93% | |
| Cisco Systems Inc (CSCO) | 1.91% | |
| AT&T Inc (T) | 1.86% | |
| Procter & Gamble Co (PG) | 1.56% |