PGIM Balanced R (PALRX)
17.44
0.00 (0.00%)
USD |
Dec 08 2021
Returns Chart
Key Stats
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| Expense Ratio | Total Assets Under Management | Dividend Yield | Turnover Ratio |
|---|---|---|---|
| 1.47% | 1.142B | 1.02% | 85.00% |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized All Time Total Returns (Daily) | Max Drawdown (All) |
| 32.66M | 14.80% | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks income and long-term growth of capital. The fund invests in a portfolio of equity, fixed-income and money market securities that is actively managed to capitalize on opportunities created by perceived misvaluation. It will invest 45% to 70% of its total assets in equity and equity-related securities. Under normal circumstances, 30% to 55% of the fund's total assets are invested in fixed income securities. It may invest up to 15% of its total assets in equity-related securities of small companies. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | PABFX |
| Equity Style | Large Cap/Blend |
| Fixed Income Style | Medium Quality/Moderate Sensitivity |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Category Name | Allocation--50% to 70% Equity |
| Category Index | Morningstar Mod Tgt Risk TR USD |
| Prospectus Objective | Balanced |
| Fund Owner Firm Name | PGIM Funds (Prudential) |
| Prospectus Benchmark Index | |
| Bloomberg US Agg Bond TR USD | 40.00% |
| MSCI ACWI Ex USA NR USD | 12.00% |
| Russell 2000 TR USD | 4.00% |
| S&P 500 TR USD | 44.00% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Stacie Mintz | 16.26 yrs |
| Joel Kallman | 12.23 yrs |
| Michael Collins | 8.02 yrs |
| Richard Piccirillo | 8.02 yrs |
| Gregory Peters | 7.75 yrs |
| Edward Lithgow | 7.02 yrs |
| Edward Campbell | 3.76 yrs |
| Robert Tipp | 1.84 yrs |
| Lindsay Rosner | 0.17 yrs |
Net Fund Flows Versus Category
1 Month
% Rank:
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Category High
1 Year
% Rank:
32
32.66M
-6.306B
Category Low
12.30B
Category High
3 Months
% Rank:
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3 Years
% Rank:
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6 Months
% Rank:
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5 Years
% Rank:
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YTD
% Rank:
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10 Years
% Rank:
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As of November 30, 2021
Performance Versus Category
As of December 07, 2021. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
Edit comparables
As of December 07, 2021.
Asset Allocation
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Microsoft Corp | 3.30% | 334.97 | 0.01% |
| Apple Inc | 2.52% | 175.08 | 2.28% |
|
United States Treasury Bonds 2.25%
|
1.60% | -- | -- |
| Amazon.com Inc | 1.51% | 3523.16 | -0.00% |
| Alphabet Inc Class A | 1.23% | 2963.73 | 0.62% |
|
Prudential Invt Portfolios 2
|
1.16% | -- | -- |
| Alphabet Inc Class C | 1.14% | 2974.41 | 0.46% |
| Tesla Inc | 1.01% | 1068.96 | 1.64% |
| Meta Platforms Inc Class A | 0.93% | 330.56 | 2.40% |
|
United States Treasury Bonds 2.5%
|
0.92% | -- | -- |
Basic Info
| Investment Strategy | |
| The investment seeks income and long-term growth of capital. The fund invests in a portfolio of equity, fixed-income and money market securities that is actively managed to capitalize on opportunities created by perceived misvaluation. It will invest 45% to 70% of its total assets in equity and equity-related securities. Under normal circumstances, 30% to 55% of the fund's total assets are invested in fixed income securities. It may invest up to 15% of its total assets in equity-related securities of small companies. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | PABFX |
| Equity Style | Large Cap/Blend |
| Fixed Income Style | Medium Quality/Moderate Sensitivity |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Category Name | Allocation--50% to 70% Equity |
| Category Index | Morningstar Mod Tgt Risk TR USD |
| Prospectus Objective | Balanced |
| Fund Owner Firm Name | PGIM Funds (Prudential) |
| Prospectus Benchmark Index | |
| Bloomberg US Agg Bond TR USD | 40.00% |
| MSCI ACWI Ex USA NR USD | 12.00% |
| Russell 2000 TR USD | 4.00% |
| S&P 500 TR USD | 44.00% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Stacie Mintz | 16.26 yrs |
| Joel Kallman | 12.23 yrs |
| Michael Collins | 8.02 yrs |
| Richard Piccirillo | 8.02 yrs |
| Gregory Peters | 7.75 yrs |
| Edward Lithgow | 7.02 yrs |
| Edward Campbell | 3.76 yrs |
| Robert Tipp | 1.84 yrs |
| Lindsay Rosner | 0.17 yrs |
Fundamentals
| General | |
| Distribution Yield | Upgrade |
| Dividend Yield TTM (12-7-21) | 1.02% |
| 30-Day SEC Yield (10-31-21) | Upgrade |
| 7-Day SEC Yield (12-3-21) | Upgrade |
| Number of Holdings | Upgrade |
| Stock | |
| Weighted Average PE Ratio | 17.18 |
| Weighted Average Price to Sales Ratio | Upgrade |
| Weighted Average Price to Book Ratio | Upgrade |
| Weighted Median ROE | Upgrade |
| Weighted Median ROA | Upgrade |
| Forecasted Dividend Yield | Upgrade |
| Forecasted PE Ratio | Upgrade |
| Forecasted Price to Sales Ratio | Upgrade |
| Forecasted Price to Book Ratio | Upgrade |
| Bond | |
| Current Yield | 3.06% |
| Yield to Maturity | Upgrade |
| Effective Duration | Upgrade |
| Average Coupon | Upgrade |
| Average Credit Score | Upgrade |
| Average Price | Upgrade |
As of October 31, 2021
Risk Info
Fund Details
| Key Dates | |
| Inception Date | 12/17/2004 |
| Last Annual Report Date | 9/30/2021 |
| Last Prospectus Date | 11/26/2021 |
| Share Classes | |
| PABCX | C |
| PABFX | Inst |
| PIBAX | A |
| PIBQX | Retirement |
| Attributes | |
| Enhanced Index Fund | No |
| Index Fund | No |
| Inverse Fund | No |
| Leveraged Fund | No |
| Fund of Funds | No |
| Currency Hedged Fund | No |
| Synthetic Replication Fund | No |
| Has Dividend Investment Plan | No |
| Socially Responsible Fund | No |