Morningstar

PGIM Enhanced Retirement Spending Fund Class R6 PGFEX

Morningstar Medalist Rating
Medalist Rating as of | See PGIM Investment Hub
  • NAV / 1-Day Return 12.58  /  +0.08 %
  • Total Assets 6.6M
  • Adj. Expense Ratio
    0.350%
  • Expense Ratio 0.000
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Global Moderately Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 2.98%
  • Turnover 16%

USD | NAV as of Jul 17, 2026 | 1-Day Return as of Jul 17, 2026, 12:34 AM GMT+0

Morningstar’s Analysis PGFEX

Will PGFEX 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 PGFEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

PGIM Enhanced 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
Rated on Published on

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Portfolio Holdings PGFEX

More PGFEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 87.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

PGIM Quant Solutions Large-Cap Index R6

25.42 2M
—

PGIM Quant Solutions Intl Dev Mkts IdxR6

12.01 793,300
—

PGIM Global Real Estate R6

9.92 655,230
—

PGIM Jennison Global Infrastructure R6

9.14 603,777
—

PGIM US Real Estate R6

6.96 459,994
—

PGIM Core Conservative Bond R6

6.95 459,129
—

PGIM Quant Solutions Commodity Strats R6

5.50 363,514
—

PGIM Quant Solutions Mid-Cap Index R6

4.33 285,802
—

Vanguard Long-Term Bond ETF

3.98 263,175
—

PGIM TIPS R6

3.42 226,173
—

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