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Morningstar

PGIM Select Real Estate R6 SREQX

Morningstar Medalist Rating
Medalist Rating as of | See PGIM Investment Hub
  • NAV / 1-Day Return 11.79  /  +1.11 %
  • Total Assets 170.1 Mil
  • Adj. Expense Ratio
    0.930%
  • Expense Ratio 0.930%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Global Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 2.84%
  • Turnover 121%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:17 PM GMT+0

Morningstar’s Analysis SREQX

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

  • People Pillar

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

PGIM Select Real Estate R6'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 portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SREQX

More SREQX 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