Prudential Large Cap Core Equity M

 (MUTF:DLEMX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-1.20%  
1 week
   
-2.03%  
4 week
   
-1.87%  
3 month   +7.53%
   
YTD   +10.83%
   
1 year   +5.59%
   
3 years*   +17.06%
   
5 years*
   
-1.06%  
*annualized
Best 3 month return+22.34%  
Worst 3 month return-30.51%  

Morningstar statistics

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

Key statistics

Total assets131.75M 
Front load-  
Deferred load6.00%  
Expense ratio1.95%  
Management fee-  
Fund familyPrudential Investments 

Asset allocation

Cash1.25%  
Stocks98.74%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$2,500  
Additional$100  
AIP Initial$2,500  
AIP Additional$1,200  
11.56-0.14(-1.20%)
Apr 13, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks long-term after-tax growth of capital. The fund normally invests at least 80% of the fund's investable assets in common stock and equity-related securities of large capitalization U.S. companies. The advisor manages the fund using an investment process that is centered around a quantitative stock selection model used to evaluate growth potential, valuation, liquidity and investment risk. The fund's objective is to outperform the returns of the S&P 500 Index on an after-tax basis over the long term. It may use hedging techniques to help limit taxable income and capital gains. The fund may use derivatives to try to improve its returns.
Fund filings (PDF) »
Asset managers:
Dan Carlucci (Started: Dec 31, 2007)
Stacie Mintz (Started: Dec 31, 2007)
Peter Xu (Started: Sep 1, 2005)
Advisor Company:
Prudential Investments LLC
Fund family reports on Morningstar »
JennisonDryden, One Seaport Plaza, New York, NY 10292, United States

Risk

  1 year 3 years 5 years 10 years  
Alpha* -1.43 -2.96 -2.06 -1.11
Beta* 1.08 1.04 1.01 1.00
Mean annual return 0.74 1.70 0.15 0.35
R-squared* 99.69 99.20 99.19 98.97
Standard deviation 18.20 16.95 19.43 16.08
Sharpe ratio 0.48 1.20 0.04 0.15
* Against standard index

Top 10 holdings

Security Net Assets  
Apple, Inc. (AAPL) 4.70%  
Exxon Mobil Corporation (XOM) 3.83%  
Chevron Corp (CVX) 2.29%  
Pfizer Inc (PFE) 1.84%  
Wells Fargo & Co (WFC) 1.82%  
Intel Corp (INTC) 1.46%  
Oracle Corporation (ORCL) 1.46%  
S&P 500 Emini Fut Mar12 1.45%  
ConocoPhillips (COP) 1.44%  
International Business Machines Corp (IBM) 1.42%