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PGIM Balanced A PIBAX

Medalist Rating as of | See PGIM Investment Hub
  • NAV / 1-Day Return 17.54  /  +0.11 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.10%
  • Turnover 141%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:16 PM GMT+0

Morningstar’s Analysis PIBAX

Will PIBAX outperform in future?

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

A quantitative equity mandate with a credit-leaning bond sleeve.

Senior Analyst Karen Zaya

Karen Zaya

Senior Analyst

Summary

PGIM Balanced unconventionally combines a core-plus bond sleeve with a quantitative equity mandate. Despite some changes to the management roster, the strategy continues to benefit from the expertise and experience of the contributing teams with access to deep firmwide resources.

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Portfolio Holdings PIBAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 16.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

3.54 35.1 Mil
Technology

Apple Inc

2.84 28.1 Mil
Technology

NVIDIA Corp

2.38 23.5 Mil
Technology

Prudential Govt Money Mkt Fd

2.10 20.8 Mil
Cash and Equivalents

Amazon.com Inc

2.02 20.0 Mil
Consumer Cyclical

Meta Platforms Inc Class A

1.33 13.2 Mil
Communication Services

Alphabet Inc Class A

0.95 9.4 Mil
Communication Services

United States Treasury Bonds 2.25%

0.90 8.9 Mil
Government

3 Month SOFR Future Dec 23

0.86 8.5 Mil
Government

Alphabet Inc Class C

0.78 7.7 Mil
Communication Services