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Morningstar

PGIM Jennison Utility Z PRUZX

Morningstar Analyst Rating
Analyst rating as of | See PGIM Investment Hub
  • NAV / 1-Day Return 14.51  /  0.21 %
  • Total Assets 3.3 Bil
  • Adj. Expense Ratio
    0.550%
  • Expense Ratio 0.550%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Utilities
  • Investment Style Mid Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.60%
  • Turnover 56%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:20 PM GMT+00:00

Morningstar’s Analysis PRUZX

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.

More exposed to energy stocks than most rivals.

Analyst

Summary

| by Paul Ruppe

A recent manager departure does not diminish PGIM Jennison Utility’s experienced management team, but its embrace of energy stocks makes it tough to pin down. The strategy continues to receive a Morningstar Analyst Rating of Neutral across all share classes.

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