PGIM Jennison Mid-Cap Growth R2 (PEGEX)
16.52
+0.22 (+1.35%)
USD |
Jul 01 2022
Returns Chart
Key Stats
Customize
Expense Ratio | Total Assets Under Management | Dividend Yield | Turnover Ratio |
---|---|---|---|
1.08% | 1.919B | 0.00% | 71.00% |
1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized All Time Total Returns (Daily) | Max Drawdown (All) |
-237.10M | -26.65% | Upgrade | Upgrade |
Basic Info
Investment Strategy | |
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its investable assets in equity and equity-related securities of medium-sized companies with the potential for above-average growth. The fund's investable assets will be less than its total assets to the extent that it has borrowed money for non-investment purposes, such as to meet anticipated redemptions. |
General | |
Security Type | Mutual Fund |
Oldest Share Symbol | PEGZX |
Equity Style | Mid Cap/Growth |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Mid-Cap Growth |
Category Index | Russell Mid Cap Growth TR USD |
Prospectus Objective | Growth |
Fund Owner Firm Name | PGIM Investments |
Prospectus Benchmark Index | |
Russell Mid Cap Growth TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Benjamin Bryan | 3.89 yrs |
Eric Sartorius | 0.20 yrs |
Net Fund Flows Versus Category
1 Month
% Rank:
--
--
Category Low
--
Category High
1 Year
% Rank:
77
-237.10M
-4.040B
Category Low
2.948B
Category High
3 Months
% Rank:
--
--
Category Low
--
Category High
3 Years
% Rank:
--
--
Category Low
--
Category High
6 Months
% Rank:
--
--
Category Low
--
Category High
5 Years
% Rank:
--
--
Category Low
--
Category High
YTD
% Rank:
--
--
Category Low
--
Category High
10 Years
% Rank:
--
--
Category Low
--
Category High
As of June 30, 2022
Performance Versus Category
As of July 01, 2022. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of July 01, 2022.
Asset Allocation
Top 10 Holdings
Name | % Weight | Price | % Change |
---|---|---|---|
Palo Alto Networks Inc | 2.78% | 508.25 | 2.90% |
Quanta Services Inc | 2.56% | 126.14 | 0.64% |
Heico Corp | 2.38% | 133.25 | 1.62% |
Performance Food Group Co | 2.27% | 47.34 | 2.96% |
Hilton Worldwide Holdings Inc | 2.18% | 112.99 | 1.39% |
Jack Henry & Associates Inc | 2.17% | 184.27 | 2.36% |
CBRE Group Inc Class A | 2.00% | 75.69 | 2.83% |
Teledyne Technologies Inc | 1.99% | 379.63 | 1.20% |
O'Reilly Automotive Inc | 1.95% | 636.08 | 0.68% |
Gartner Inc | 1.94% | 244.28 | 1.01% |
Basic Info
Investment Strategy | |
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its investable assets in equity and equity-related securities of medium-sized companies with the potential for above-average growth. The fund's investable assets will be less than its total assets to the extent that it has borrowed money for non-investment purposes, such as to meet anticipated redemptions. |
General | |
Security Type | Mutual Fund |
Oldest Share Symbol | PEGZX |
Equity Style | Mid Cap/Growth |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Mid-Cap Growth |
Category Index | Russell Mid Cap Growth TR USD |
Prospectus Objective | Growth |
Fund Owner Firm Name | PGIM Investments |
Prospectus Benchmark Index | |
Russell Mid Cap Growth TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Benjamin Bryan | 3.89 yrs |
Eric Sartorius | 0.20 yrs |
Fundamentals
General | |
Distribution Yield | Upgrade |
Dividend Yield TTM (7-1-22) | 0.00% |
30-Day SEC Yield | -- |
7-Day SEC Yield (6-28-22) | Upgrade |
Number of Holdings | Upgrade |
Stock | |
Weighted Average PE Ratio | 28.64 |
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 |
As of May 31, 2022
Growth Estimates
Fund Details
Key Dates | |
Inception Date | 12/27/2017 |
Last Annual Report Date | 8/31/2021 |
Last Prospectus Date | 10/29/2021 |
Share Classes | |
JDERX | Retirement |
PEEAX | A |
PEGCX | C |
PEGGX | Retirement |
PEGZX | Inst |
PJGQX | 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 |