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Morningstar

PGIM Real Assets Z PUDZX

Morningstar Medalist Rating
Medalist Rating as of | See PGIM Investment Hub
  • NAV / 1-Day Return 8.91  /  0.34 %
  • Total Assets 122.5 Mil
  • Adj. Expense Ratio
    0.250%
  • Expense Ratio 1.390%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Moderate Allocation
  • Investment Style Mid Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 9.12%
  • Turnover 43%

USD | NAV as of Jun 10, 2023 | 1-Day Return as of Jun 10, 2023, 12:17 AM GMT+0

Morningstar’s Analysis PUDZX

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

People Pillar

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

PGIM Real Assets Z's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PUDZX

More PUDZX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 10
  • % Assets in Top 10 Holdings 100.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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25.10
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17.81
23,982,014
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14.56
19,608,864
—

PGIM Jennison Global Infrastructure R6

10.43
14,045,562
—

PGIM Jennison MLP R6

10.22
13,752,902
—

PGIM Jennison Natural Resources R6

7.08
9,526,275
—

PGIM Global Real Estate R6

6.23
8,389,973
—

Pdcz Pru Real Asset Cayman Sub

6.03
8,111,935
—

Prudential Invt Portfolios 2

2.72
3,668,514
—

Us Dollar

−0.18
−244,121
Cash and Equivalents