Morningstar

PGIM Conservative Retirement Spending Fund Class R6 PGFCX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $10.99  /  −0.18 %
  • Fund Size $5.5M
  • Adjusted Expense Ratio 0.350%
  • Net Expense Ratio 0.010%
  • Fee Level: Distribution Low
  • Share Class Type Retirement, Large
  • Morningstar Category Moderately Conservative Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 3.70%
  • Turnover Ratio 13%
NAV and 1-Day Return as of

Morningstar’s Analysis PGFCX

Will PGFCX outperform in the 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 PGFCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PGFCX 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 PGFCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

PGIM Conservative Retirement Spending R6 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings PGFCX

More PGFCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 98.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

PGIM Core Conservative Bond R6

25.80 1M
—

PGIM TIPS R6

14.93 815,266
—

Prudential Invt Portfolios 2

14.47 789,661
—

PGIM Quant Solutions Large-Cap Index R6

14.23 776,573
—

PGIM US Real Estate R6

8.38 457,356
—

PGIM Jennison Global Infrastructure R6

8.34 455,192
—

PGIM Quant Solutions Intl Dev Mkts IdxR6

3.95 215,628
—

Vanguard Long-Term Bond ETF

3.38 184,677
—

PGIM Quant Solutions Commodity Strats R6

2.61 142,424
—

PGIM Active High Yield Bond ETF

1.97 107,377
—

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