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Morningstar

PGIM Jennison Diversified Growth C TBDCX

Morningstar Medalist Rating
Medalist Rating as of | See PGIM Investment Hub
  • NAV / 1-Day Return 9.56  /  0.00
  • Total Assets 262.5 Mil
  • Adj. Expense Ratio
    2.160%
  • Expense Ratio 2.160%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 148%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 11:35 PM GMT+0

Morningstar’s Analysis TBDCX

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

People Pillar

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

Strength in PGIM Jennison Diversified Growth C's People Pillar is partially offset by an Average Process Pillar rating, leading to 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 highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TBDCX

More TBDCX Holdings
  • Current Portfolio Date
  • Equity Holdings 88
  • Bond Holdings 0
  • Other Holdings 5
  • % Assets in Top 10 Holdings 48.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.78
21,653,026
Technology

Microsoft Corp

7.56
21,027,115
Technology

Apple Inc

6.66
18,530,745
Technology

Alphabet Inc Class A

5.38
14,977,611
Communication Services

Amazon.com Inc

4.74
13,195,550
Consumer Cyclical

Eli Lilly and Co

3.39
9,420,292
Healthcare

Tesla Inc

3.34
9,294,235
Consumer Cyclical

Visa Inc Class A

3.24
9,023,826
Financial Services

Broadcom Inc

3.20
8,907,734
Technology

Adobe Inc

2.66
7,406,221
Technology