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Morningstar

PGIM Jennison Financial Services C PUFCX

Morningstar Medalist Rating
Medalist Rating as of | See PGIM Investment Hub
  • NAV / 1-Day Return 16.59  /  +0.24 %
  • Total Assets 134.8 Mil
  • Adj. Expense Ratio
    2.170%
  • Expense Ratio 2.170%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Financial
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.37%
  • Turnover 20%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis PUFCX

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

  • People Pillar

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

Strength in PGIM Jennison Financial Services C's People Pillar is partially offset by an Average Process Pillar rating, leading to 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 highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PUFCX

More PUFCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 59.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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