Skip to Content
Morningstar

PGIM Global Real Estate R4 PURGX

Morningstar Medalist Rating
Medalist Rating as of | See PGIM Investment Hub
  • NAV / 1-Day Return 19.09  /  +0.16 %
  • Total Assets 873.0 Mil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Global Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 2.45%
  • Turnover 89%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:17 PM GMT+0

Morningstar’s Analysis PURGX

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

  • People Pillar

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

PGIM Global Real Estate R4's Average Process Pillar and People Pillar ratings result in 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 PURGX

More PURGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prologis Inc

5.25 43.5 Mil
Real Estate

Equinix Inc

4.40 36.5 Mil
Real Estate

Welltower Inc

4.24 35.2 Mil
Real Estate

Public Storage

3.76 31.2 Mil
Real Estate

Digital Realty Trust Inc

3.40 28.2 Mil
Real Estate

Equity Residential

2.92 24.2 Mil
Real Estate

Simon Property Group Inc

2.57 21.3 Mil
Real Estate

Mitsui Fudosan Co Ltd

2.52 20.9 Mil
Real Estate

Goodman Group

2.39 19.8 Mil
Real Estate

Essential Properties Realty Trust Inc

2.27 18.8 Mil
Real Estate