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Morningstar

PGIM Jennison Small Company A PGOAX

Morningstar Medalist Rating
Medalist Rating as of | See PGIM Investment Hub
  • NAV / 1-Day Return 20.39  /  +1.29 %
  • Total Assets 3.2 Bil
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 1.150%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.36%
  • Turnover 59%

USD | NAV as of Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 12:12 AM GMT+0

Morningstar’s Analysis PGOAX

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

  • People Pillar

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

A lowering of People Pillar rating is the primary driver of PGIM Jennison Small Company A's downgrade to a Morningstar Medalist Rating of Bronze from Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PGOAX

More PGOAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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