Skip to Content
Morningstar

PGIM Quant Solutions Large-Cap Cor Eq A PTMAX

Morningstar Medalist Rating
Medalist Rating as of | See PGIM Investment Hub
  • NAV / 1-Day Return 17.24  /  0.64 %
  • Total Assets 717.9 Mil
  • Adj. Expense Ratio
    0.720%
  • Expense Ratio 0.720%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.06%
  • Turnover 98%

USD | NAV as of Sep 28, 2023 | 1-Day Return as of Sep 28, 2023, 10:21 PM GMT+0

Morningstar’s Analysis PTMAX

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

People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit PGIM Quant Solutions Large-Cap Cor Eq A to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PTMAX

More PTMAX Holdings
  • Current Portfolio Date
  • Equity Holdings 184
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 33.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

7.41
55,868,781
Technology

Microsoft Corp

6.90
51,977,492
Technology

NVIDIA Corp

3.96
29,859,775
Technology

Amazon.com Inc

3.56
26,807,062
Consumer Cyclical

Alphabet Inc Class A

2.36
17,794,696
Communication Services

Alphabet Inc Class C

2.10
15,817,226
Communication Services

Meta Platforms Inc Class A

1.97
14,818,171
Communication Services

Tesla Inc

1.73
13,007,232
Consumer Cyclical

Johnson & Johnson

1.60
12,070,705
Healthcare

Eli Lilly and Co

1.49
11,194,840
Healthcare