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Morningstar

PGIM US Real Estate C PJECX

Morningstar Medalist Rating
Medalist Rating as of | See PGIM Investment Hub
  • NAV / 1-Day Return 11.98  /  0.17 %
  • Total Assets 73.0 Mil
  • Adj. Expense Ratio
    2.010%
  • Expense Ratio 2.010%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.60%
  • Turnover 156%

USD | NAV as of Sep 30, 2023 | 1-Day Return as of Sep 30, 2023, 12:17 AM GMT+0

Morningstar’s Analysis PJECX

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

People Pillar

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit PGIM US Real Estate C to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PJECX

More PJECX Holdings
  • Current Portfolio Date
  • Equity Holdings 37
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 56.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prologis Inc

11.30
8,866,762
Real Estate

Digital Realty Trust Inc

7.84
6,156,988
Real Estate

Welltower Inc

7.31
5,734,384
Real Estate

Equinix Inc

6.99
5,483,725
Real Estate

Simon Property Group Inc

4.79
3,762,420
Real Estate

Equity Residential

4.45
3,496,152
Real Estate

Ventas Inc

3.91
3,072,451
Real Estate

Veris Residential Inc

3.27
2,564,142
Real Estate

VICI Properties Inc Ordinary Shares

3.26
2,557,746
Real Estate

Extra Space Storage Inc

2.92
2,294,750
Real Estate