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Morningstar

PGIM Jennison Mid-Cap Growth Z PEGZX

Morningstar Medalist Rating
Medalist Rating as of | See PGIM Investment Hub
  • NAV / 1-Day Return 18.62  /  0.05 %
  • Total Assets 2.1 Bil
  • Adj. Expense Ratio
    0.710%
  • Expense Ratio 0.710%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 51%

USD | NAV as of Sep 25, 2023 | 1-Day Return as of Sep 25, 2023, 11:42 PM GMT+0

Morningstar’s Analysis PEGZX

Will PEGZX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PEGZX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the PEGZX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of PEGZX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Still more to prove, but so far so good.

Associate Analyst David Carey

David Carey

Associate Analyst

Summary

PGIM Jennison Mid Cap Growth’s relatively new managers employ a proven process. The mutual fund’s cheapest shares and the separately managed account vehicle (Jennison Mid Cap Growth Equity) receive a Morningstar Analyst Rating of Bronze, while the mutual fund’s pricier C shares get Neutral.

by David Carey
Rated on Published on

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Portfolio Holdings PEGZX

More PEGZX Holdings
  • Current Portfolio Date
  • Equity Holdings 71
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 21.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Performance Food Group Co

2.59
56,794,648
Consumer Defensive

Universal Display Corp

2.43
53,339,512
Technology

Heico Corp

2.28
49,889,909
Industrials

CoStar Group Inc

2.20
48,213,810
Real Estate

WEX Inc

2.08
45,538,282
Technology

Pinterest Inc Class A

2.01
44,074,909
Communication Services

Hess Corp

1.99
43,493,450
Energy

O'Reilly Automotive Inc

1.97
43,222,441
Consumer Cyclical

HubSpot Inc

1.97
43,145,021
Technology

Prudential Govt Money Mkt Fd

1.93
42,268,271
Cash and Equivalents