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Morningstar

PGIM Quant Solutions Mid-Cap Val Z SPVZX

Morningstar Medalist Rating
Medalist Rating as of | See PGIM Investment Hub
  • NAV / 1-Day Return 20.49  /  0.44 %
  • Total Assets 176.7 Mil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.890%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.78%
  • Turnover 67%

USD | NAV as of Sep 22, 2023 | 1-Day Return as of Sep 22, 2023, 10:24 PM GMT+0

Morningstar’s Analysis SPVZX

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

People Pillar

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

The quantitative strategy lacks a distinct advantage over peers.

Analyst Jader Dutra

Jader Dutra

Analyst

Summary

PGIM Quantitative Solutions Mid Cap Value’s systemic, value-focused approach generally relies on commonly-used investment factors and lacks a compelling feature. It earns a Morningstar Medalist Rating of Neutral for all share classes.

by Jader Dutra
Rated on Published on

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Portfolio Holdings SPVZX

More SPVZX Holdings
  • Current Portfolio Date
  • Equity Holdings 230
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 9.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nucor Corp

1.16
2,168,460
Basic Materials

Bank of New York Mellon Corp

1.04
1,951,845
Financial Services

Realty Income Corp

1.04
1,945,317
Real Estate

Global Payments Inc

1.01
1,900,350
Industrials

Phillips 66

1.01
1,883,640
Energy

Lennar Corp Class A

0.96
1,793,853
Consumer Cyclical

DuPont de Nemours Inc

0.94
1,760,781
Basic Materials

The Kroger Co

0.94
1,753,542
Consumer Defensive

Fidelity National Information Services Inc

0.93
1,748,418
Technology

VICI Properties Inc Ordinary Shares

0.92
1,720,872
Real Estate