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Morningstar

PGIM Select Real Estate A SREAX

Morningstar Medalist Rating
Medalist Rating as of | See PGIM Investment Hub
  • NAV / 1-Day Return 11.85  /  +1.02 %
  • Total Assets 167.8 Mil
  • Adj. Expense Ratio
    1.310%
  • Expense Ratio 1.310%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Global Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.50%
  • Turnover 121%

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:18 PM GMT+0

Morningstar’s Analysis SREAX

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

  • People Pillar

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

PGIM Select Real Estate A's Average Process Pillar and People Pillar ratings result in 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 second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SREAX

More SREAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prologis Inc

6.82 12.6 Mil
Real Estate

Welltower Inc

5.54 10.2 Mil
Real Estate

Equinix Inc

5.49 10.1 Mil
Real Estate

Simon Property Group Inc

4.62 8.5 Mil
Real Estate

Public Storage

4.60 8.5 Mil
Real Estate

Mitsui Fudosan Co Ltd

4.22 7.8 Mil
Real Estate

Digital Realty Trust Inc

4.21 7.8 Mil
Real Estate

Realty Income Corp

3.66 6.7 Mil
Real Estate

Veris Residential Inc

2.91 5.4 Mil
Real Estate

Alexandria Real Estate Equities Inc

2.46 4.5 Mil
Real Estate