Performance
Trailing returns
| 1 day |
| -0.69% | |||
| 1 week | +1.29% |
| |||
| 4 week | +4.75% |
| |||
| 3 month | +5.74% |
| |||
| YTD | +12.40% |
| |||
| 1 year | +19.49% |
| |||
| 3 years* | +14.93% |
| |||
| 5 years* | +6.64% |
| |||
| *annualized | |||||
| Best 3 month return | +24.40% | |
| Worst 3 month return | -33.68% |
Morningstar statistics
Morningstar category: Mid-Cap Growth
| Return | Risk | Rating | |
| 3 years | Above Average | Low |
 
|
| 5 years | Above Average | Low |
|
| 10 years | High | Below Average |
|
| Overall | Above Average | Low |
|
Morningstar style Learn more
| Large | |||
| Mid | |||
| Small | |||
| Value | Blend | Growth |
Key statistics
| Total assets | 8.72B | |
| Front load | - | |
| Deferred load | - | |
| Expense ratio | 1.26% | |
| Management fee | - | |
| Fund family | Prudential Investments |
Asset allocation
| Cash | 3.02% | |
| Stocks | 96.98% | |
| Bonds | 0.00% | |
| Other | 0.00% |
Purchase information
| Initial | $0 | |
| Additional | $0 |
34.95+0.32(0.92%)
May 17, 4:00PM EDT
Overall Morningstar RatingTM
Description
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its investable assets in equity and equity-related securities of medium-sized companies with the potential for above-average growth. In deciding which equities to buy, it uses what is known as a growth investment style. The fund's investable assets will be less than its total assets to the extent that it has borrowed money for non-investment purposes, such as to meet anticipated redemptions.
Fund filings (PDF) »
Fund filings (PDF) »
Asset manager:
John Mullman (Started: Aug 31, 2005)
John Mullman (Started: Aug 31, 2005)
Risk
| 1 year | 3 years | 5 years | 10 years | ||
| Alpha* | -5.57 | 0.54 | 2.08 | 4.08 | |
| Beta* | 0.98 | 0.94 | 0.94 | 1.01 | |
| Mean annual return | 0.86 | 1.08 | 0.71 | 1.07 | |
| R-squared* | 89.48 | 88.99 | 89.46 | 79.26 | |
| Standard deviation | 10.57 | 15.01 | 18.74 | 16.68 | |
| Sharpe ratio | 0.96 | 0.86 | 0.44 | 0.67 | |
| * Against standard index | |||||
Top 10 holdings
| Security | Net Assets | |
| Crown Castle International Corp (CCI) | 2.34% | |
| Ametek, Inc. (AME) | 2.20% | |
| SBA Communications Corp (SBAC) | 2.07% | |
| DaVita HealthCare Partners Inc (DVA) | 2.01% | |
| VeriSign, Inc. (VRSN) | 1.97% | |
| Henry Schein, Inc. (HSIC) | 1.94% | |
| Dollar Tree Stores, Inc. (DLTR) | 1.90% | |
| Roper Industries, Inc. (ROP) | 1.82% | |
| Universal Health Services, Inc. Class B (UHS) | 1.75% | |
| Adobe Systems Inc (ADBE) | 1.65% |