PGIM Balanced unconventionally combines a core-plus bond sleeve with a quantitative equity mandate. Despite some changes to the management roster, the strategy continues to benefit from the expertise and experience of the contributing teams with access to deep firmwide resources.
PGIM Balanced R PALRX
- NAV / 1-Day Return 17.92 / +0.90 %
- Total Assets 999.2 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.470%
- Distribution Fee Level High
- Share Class Type Retirement, Small
- Category Moderate Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Limited
- TTM Yield 1.75%
- Turnover 141%
USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0
Morningstar’s Analysis PALRX
Will PALRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 17.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 3.62 | 36.5 Mil | Technology |
NVIDIA Corp | 3.31 | 33.3 Mil | Technology |
Apple Inc | 2.96 | 29.8 Mil | Technology |
Amazon.com Inc | 2.02 | 20.3 Mil | Consumer Cyclical |
Prudential Govt Money Mkt Fd | 1.31 | 13.2 Mil | Cash and Equivalents |
Alphabet Inc Class A | 1.18 | 11.9 Mil | Communication Services |
Alphabet Inc Class C | 1.01 | 10.2 Mil | Communication Services |
Meta Platforms Inc Class A | 0.92 | 9.3 Mil | Communication Services |
United States Treasury Bonds 2.25% | 0.88 | 8.9 Mil | Government |
Usd/Eur Fwd 20240719 955 | 0.69 | 7.0 Mil | Derivative |