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PGIM Quant Solutions Mid-Cap Val R6 PMVQX

Medalist Rating as of | See PGIM Investment Hub
  • NAV / 1-Day Return 24.59  /  −0.08 %
  • Total Assets 184.6 Mil
  • Adj. Expense Ratio
    0.730%
  • Expense Ratio 0.730%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment
  • Status Open
  • TTM Yield 2.16%
  • Turnover 70%

USD | NAV as of Jul 18, 2024 | 1-Day Return as of Jul 18, 2024, 12:52 AM GMT+0

Morningstar’s Analysis PMVQX

Will PMVQX 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 PMVQX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 9.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Bank of New York Mellon Corp

1.15 2.0 Mil
Financial Services

Lennar Corp Class A

1.01 1.8 Mil
Consumer Cyclical

Nucor Corp

1.01 1.8 Mil
Basic Materials

The Kroger Co

0.92 1.6 Mil
Consumer Defensive

Hewlett Packard Enterprise Co

0.89 1.6 Mil
Technology

LyondellBasell Industries NV Class A

0.85 1.5 Mil
Basic Materials

United Rentals Inc

0.85 1.5 Mil
Industrials

HP Inc

0.85 1.5 Mil
Technology

State Street Corporation

0.83 1.5 Mil
Financial Services

PulteGroup Inc

0.83 1.5 Mil
Consumer Cyclical