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Morningstar

PGIM Quant Solutions Mid-Cap Val R6 PMVQX

Morningstar Medalist Rating
Medalist Rating as of | See PGIM Investment Hub
  • NAV / 1-Day Return 20.06  /  3.35 %
  • Total Assets 185.6 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 0
  • Status Open
  • TTM Yield 2.17%
  • Turnover 67%

USD | NAV as of Jun 02, 2023 | 1-Day Return as of Jun 02, 2023, 10:16 PM GMT+0

Morningstar’s Analysis PMVQX

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

People Pillar

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

The quantitative strategy lacks a distinct advantage over peers.

Analyst Jader Dutra

Jader Dutra

Analyst

Summary

PGIM Quantitative Solutions Mid Cap Value’s systemic, value-focused approach generally relies on commonly-used investment factors and lacks a compelling feature. It earns a Morningstar Medalist Rating of Neutral for all share classes.

by Jader Dutra
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PMVQX

More PMVQX Holdings
  • Current Portfolio Date
  • Equity Holdings 216
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 10.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Realty Income Corp

1.13
2,181,365
Real Estate

DuPont de Nemours Inc

1.06
2,042,796
Basic Materials

Global Payments Inc

1.04
2,006,238
Industrials

Lennar Corp Class A

1.04
2,003,844
Consumer Cyclical

Nucor Corp

1.04
2,000,430
Basic Materials

Bank of New York Mellon Corp

1.03
1,988,953
Financial Services

Phillips 66

1.02
1,960,200
Energy

Consolidated Edison Inc

0.98
1,893,874
Utilities

VICI Properties Inc Ordinary Shares

0.98
1,893,852
Real Estate

LyondellBasell Industries NV Class A

0.94
1,807,051
Basic Materials