PGIM Jennison Utility has an experienced management team that has taken gradual steps to mitigate the risks that come with its wide-ranging approach, but it has not yet proved that it has a clear-cut advantage over its rivals in its current form. All share classes get a Morningstar Analyst Rating of Neutral.
PGIM Jennison Utility Z PRUZX
NAV / 1-Day Return
15.42
/
1.15
%
Total Assets
3.5 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.570%
Expense Ratio
0.570%
Fee Level
Low
Longest Manager Tenure
21.30
years
Category
Utilities
Investment Style
Mid ValueMin. Initial Investment
0
Status
Open
TTM Yield
1.21%
Turnover
28%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will PRUZX 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 PRUZX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the PRUZX 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 PRUZX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Slowly reining in risks.
