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Morningstar

PGIM Quant Solutions Large-Cap Val Z SUVZX

Morningstar Medalist Rating
Medalist Rating as of | See PGIM Investment Hub
  • NAV / 1-Day Return 11.89  /  0.41 %
  • Total Assets 286.8 Mil
  • Adj. Expense Ratio
    0.790%
  • Expense Ratio 0.790%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 2.07%
  • Turnover 96%

USD | NAV as of Oct 02, 2023 | 1-Day Return as of Oct 02, 2023, 10:16 PM GMT+0

Morningstar’s Analysis SUVZX

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

People Pillar

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

The combination of an Average People Pillar rating and a Low Process Pillar rating limit PGIM Quant Solutions Large-Cap Val Z to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SUVZX

More SUVZX Holdings
  • Current Portfolio Date
  • Equity Holdings 229
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 17.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

3.17
9,544,580
Financial Services

Exxon Mobil Corp

2.52
7,602,171
Energy

JPMorgan Chase & Co

2.06
6,199,124
Financial Services

Chevron Corp

1.67
5,032,442
Energy

Comcast Corp Class A

1.53
4,623,722
Communication Services

Bank of America Corp

1.52
4,584,648
Financial Services

Johnson & Johnson

1.50
4,530,274
Healthcare

Pfizer Inc

1.47
4,436,157
Healthcare

Verizon Communications Inc

1.30
3,932,312
Communication Services

Intel Corp

1.12
3,365,147
Technology