Target Growth Allocation Fund Class B

 (MUTF:PIHGX)   Watch this mutual fund  
Find more results for Joseph B. McKinney

Performance

Trailing returns

1 day
   
-2.56%  
1 week
   
-3.03%  
4 week
   
-5.14%  
3 month   +1.67%
   
YTD   +10.03%
   
1 year   +17.53%
   
3 years*   +10.47%
   
5 years*   +2.03%
   
*annualized
Best 3 month return+26.32%  
Worst 3 month return-31.70%  

Morningstar statistics

Morningstar category: Large Blend
  Return Risk Rating
3 years Low Above Average
5 years Low Average
10 years Below Average Above Average
Overall Below Average Above Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets175.78M 
Front load-  
Deferred load5.00%  
Expense ratio2.30%  
Management fee-  
Fund familyTarget Program 

Asset allocation

Cash3.91%  
Stocks95.90%  
Bonds0.00%  
Other0.18%  

Purchase information

Initial$2,500  
Additional$100  
IRA Initial$1,000  
AIP Initial$50  
AIP Additional$50  
12.180.00(0.00%)
Jun 21, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks long-term capital appreciation. The fund invests in a mix of equity and fixed-income securities appropriate for a particular type of investor. It may serve as the cornerstone of a larger investment portfolio. The fund may be appropriate for investors seeking long-term capital growth. In addition, investors who already have a diversified portfolio may find this allocation suitable as an additional growth component (e.g., investors in their 20s, 30s or 40s who are saving for retirement and who plan to retire in their early to mid 60s).
Fund filings (PDF) »
Asset managers:
Michael Welhoelter (Started: Jul 16, 2012)
Puneet Mansharamani (Started: Jan 1, 2006)
Lei Wang (Started: Feb 1, 2006)
Eric Fischman (Started: Jan 25, 2011)
R. McKinney (Started: Sep 27, 2010)
Judd Peters (Started: Oct 1, 2009)
Scott McBride (Started: Oct 1, 2009)
Thomas Oliver (Started: Oct 1, 2008)
Eric Mintz (Started: Jul 15, 2008)
Jeff Reed (Started: Feb 28, 2011)
Paul Viera, Jr. (Started: Dec 20, 2001)
Benno Fischer (Started: Dec 16, 2005)
David Pearl (Started: Jul 16, 2012)
George Davis, Jr. (Started: Apr 30, 2005)
Joseph Lakonishok (Started: Apr 13, 2005)
Paul Magnuson (Started: Dec 16, 2005)
Sheldon Lieberman (Started: Apr 13, 2005)
Bert Boksen (Started: Jul 15, 2008)
William Fries (Started: Apr 13, 2005)
Janet Navon (Started: Jul 16, 2012)
Chris Wallis (Started: Jul 11, 2005)
Scott Weber (Started: Jul 11, 2005)
Menno Vermeulen (Started: Apr 13, 2005)
Patricia McKenna (Started: Apr 30, 2005)
Wendy Trevisani (Started: Apr 13, 2005)
Advisor Company:
Prudential Investments LLC
Fund family reports on Morningstar »
Target Program, One Seaport Plaza, New York, NY 10292, United States

Risk

  1 year 3 years 5 years 10 years  
Alpha* 1.06 -4.95 -3.98 -1.41
Beta* 0.88 1.08 1.04 1.05
Mean annual return 1.90 1.09 0.28 0.61
R-squared* 89.16 97.88 98.44 96.58
Standard deviation 5.95 15.34 19.66 15.55
Sharpe ratio 3.81 0.84 0.16 0.36
* Against standard index

Top 10 holdings

Security Net Assets  
Gilead Sciences Inc (GILD) 1.45%  
Google, Inc. Class A (GOOG) 1.39%  
Biogen Idec Inc (BIIB) 1.38%  
Wells Fargo & Co (WFC) 1.36%  
American International Group Inc (AIG) 1.34%  
Microsoft Corporation (MSFT) 1.30%  
Citigroup Inc (C) 1.03%  
Monsanto Company (MON) 0.98%  
Visa, Inc. (V) 0.94%  
eBay Inc (EBAY) 0.93%