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Morningstar

PGIM Global Real Estate Z PURZX

Morningstar Medalist Rating
Medalist Rating as of | See PGIM Investment Hub
  • NAV / 1-Day Return 18.02  /  +1.12 %
  • Total Assets 827.6 Mil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Global Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 2.24%
  • Turnover 89%

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:14 PM GMT+0

Morningstar’s Analysis PURZX

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

  • People Pillar

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

PGIM Global Real Estate 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

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings PURZX

More PURZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prologis Inc

6.63 67.9 Mil
Real Estate

Equinix Inc

4.78 49.0 Mil
Real Estate

Simon Property Group Inc

3.96 40.6 Mil
Real Estate

Public Storage

3.93 40.3 Mil
Real Estate

Welltower Inc

3.62 37.1 Mil
Real Estate

Realty Income Corp

3.48 35.7 Mil
Real Estate

Digital Realty Trust Inc

3.31 33.9 Mil
Real Estate

Mitsui Fudosan Co Ltd

3.17 32.5 Mil
Real Estate

Equity Residential

2.68 27.4 Mil
Real Estate

Goodman Group

2.44 25.0 Mil
Real Estate