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PGIM Target Date 2040 R5 PDHHX

Medalist Rating as of | See PGIM Investment Hub
  • NAV / 1-Day Return 12.75  /  +0.16 %
  • Total Assets 38.2 Mil
  • Adj. Expense Ratio
    0.400%
  • Expense Ratio 0.400%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Target-Date 2040
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High/Moderate
  • Status Open
  • TTM Yield 2.02%
  • Turnover 31%

USD | NAV as of Mar 29, 2024 | 1-Day Return as of Mar 29, 2024, 12:14 AM GMT+0

Morningstar’s Analysis PDHHX

Will PDHHX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

PGIM Target Date 2040 R5's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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Portfolio Holdings PDHHX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 98.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

PGIM Quant Solutions Large-Cap Index R6

35.50 13.1 Mil

PGIM Quant Solutions Intl Dev Mkts IdxR6

15.99 5.9 Mil

PGIM Total Return Bond R6

9.43 3.5 Mil

PGIM TIPS R6

8.18 3.0 Mil

PGIM Quant Solutions Mid-Cap Index R6

5.28 2.0 Mil

PGIM Global Real Estate R6

4.92 1.8 Mil

PGIM Quant Solutions EMs Eq R6

4.88 1.8 Mil

PGIM Quant Solutions Commodity Strats R6

4.84 1.8 Mil

PGIM Core Conservative Bond R6

4.71 1.7 Mil

PGIM Jennison Small-Cap Core Equity R6

4.62 1.7 Mil