Morningstar

PGIM Quant Solutions Mid-Cap Value Fund- Class R SDVRX

Morningstar Medalist Rating
Medalist Rating as of | See PGIM Investment Hub
  • NAV / 1-Day Return 33.45  /  +0.60 %
  • Total Assets 190.4M
  • Adj. Expense Ratio
    1.450%
  • Expense Ratio 1.450%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Small
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 0
  • Status Limited
  • TTM Yield 0.68%
  • Turnover 111%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:53 AM GMT+0

Morningstar’s Analysis SDVRX

Will SDVRX outperform in the 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 SDVRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Process changes are showing up.

Principal Jack Shannon

Jack Shannon

Principal

Summary

After long-run performance struggles, PGIM Quant Solutions Mid-Cap Value is settling in after adjusting some aspects of its quantitative investment process. These changes should result in tighter index-relative performance, but the team will still need to prove it can add value over passive options. For now, better alternatives are available for investors seeking mid-cap value exposure.

by Jack Shannon
Rated on Published on

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Portfolio Holdings SDVRX

More SDVRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Phillips 66

1.47 3M
Energy

Allstate Corp

1.18 2M
Financial Services

Northern Trust Corp

1.04 2M
Financial Services

Ameriprise Financial Inc

1.03 2M
Financial Services

Marathon Petroleum Corp

1.02 2M
Energy

AMETEK Inc

0.99 2M
Industrials

Agilent Technologies Inc

0.95 2M
Healthcare

Occidental Petroleum Corp

0.93 2M
Energy

Tenet Healthcare Corp

0.93 2M
Healthcare

L3Harris Technologies Inc

0.91 2M
Industrials

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