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PGIM Quant Solutions Mid-Cap Val R4 PMVFX

Medalist Rating as of | See PGIM Investment Hub
  • NAV / 1-Day Return 24.14  /  +2.03 %
  • Total Assets 195.5 Mil
  • Adj. Expense Ratio
    0.980%
  • Expense Ratio 0.980%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment
  • Status Open
  • TTM Yield 1.98%
  • Turnover 70%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:23 PM GMT+0

Morningstar’s Analysis PMVFX

Will PMVFX outperform in future?

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

An abrupt change merits a downgrade.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

A recent sudden change to PGIM Quant Solutions Mid Cap Value’s management team underscores turnover concerns within PGIM’s quant group, meriting a downgrade of its People Rating to Below Average from Average. This strategy’s quantitative-based approach targets sensible investment factors, but it has struggled to add value and better options exist for investors.

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Portfolio Holdings PMVFX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 10.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nucor Corp

1.18 2.2 Mil
Basic Materials

D.R. Horton Inc

1.14 2.1 Mil
Consumer Cyclical

Bank of New York Mellon Corp

1.11 2.1 Mil
Financial Services

Phillips 66

1.09 2.0 Mil
Energy

Lennar Corp Class A

1.08 2.0 Mil
Consumer Cyclical

Fidelity National Information Services Inc

1.06 2.0 Mil
Technology

The Kroger Co

0.97 1.8 Mil
Consumer Defensive

PACCAR Inc

0.93 1.7 Mil
Industrials

LyondellBasell Industries NV Class A

0.88 1.6 Mil
Basic Materials

eBay Inc

0.87 1.6 Mil
Consumer Cyclical