Performance
Trailing returns
| 1 day | +0.00% | ||||
| 1 week | +2.35% |
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| 4 week | +9.00% |
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| 3 month | +9.45% |
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| YTD | +15.62% |
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| 1 year | +28.66% |
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| 3 years* | +14.56% |
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| 5 years* | +3.94% |
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| *annualized | |||||
| Best 3 month return | +27.21% | |
| Worst 3 month return | -35.83% |
Morningstar statistics
Morningstar category: Large Growth
| Return | Risk | Rating | |
| 3 years | Low | Above Average |
 
|
| 5 years | Below Average | Above Average |
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| 10 years | Average | Above Average |
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| Overall | Below Average | Above Average |
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Morningstar style Learn more
| Large | |||
| Mid | |||
| Small | |||
| Value | Blend | Growth |
Key statistics
| Total assets | 1.03B | |
| Front load | 5.50% | |
| Deferred load | - | |
| Expense ratio | 1.00% | |
| Management fee | - | |
| Fund family | Prudential Investments |
Asset allocation
| Cash | 2.43% | |
| Stocks | 97.56% | |
| Bonds | 0.00% | |
| Other | 0.00% |
Purchase information
| Initial | $2,500 | |
| Additional | $100 | |
| IRA Initial | $1,000 | |
| AIP Initial | $50 | |
| AIP Additional | $50 |
21.06-0.28(-1.31%)
May 22, 4:00PM EDT
Overall Morningstar RatingTM
Description
The investment seeks long-term growth of capital. The fund invests at least 80% of assets in equity and equity-related securities. It may invest in securities of issuers of any market capitalization size. The fund invests in equity and equity-related securities from traditionally growth and value areas, as well as stocks exhibiting characteristics of both. Its portfolio managers use quantitative analytics to complement their fundamental investment process and to provide additional investment insights on which to make investment decisions from time to time.
Fund filings (PDF) »
Fund filings (PDF) »
Asset managers:
Mehdi Mahmud (Started: Nov 10, 2008)
Jason McManus (Started: Nov 10, 2008)
Spiros Segalas (Started: Feb 14, 2005)
David Kiefer (Started: Aug 24, 2000)
Blair Boyer (Started: Jan 20, 2005)
John Mullman (Started: Nov 10, 2008)
Mehdi Mahmud (Started: Nov 10, 2008)
Jason McManus (Started: Nov 10, 2008)
Spiros Segalas (Started: Feb 14, 2005)
David Kiefer (Started: Aug 24, 2000)
Blair Boyer (Started: Jan 20, 2005)
John Mullman (Started: Nov 10, 2008)
Risk
| 1 year | 3 years | 5 years | 10 years | ||
| Alpha* | -6.27 | -5.41 | -1.28 | 0.47 | |
| Beta* | 1.10 | 1.16 | 1.06 | 1.08 | |
| Mean annual return | 0.96 | 0.82 | 0.50 | 0.81 | |
| R-squared* | 88.84 | 94.76 | 91.21 | 90.00 | |
| Standard deviation | 11.95 | 17.86 | 20.89 | 16.65 | |
| Sharpe ratio | 0.96 | 0.55 | 0.27 | 0.48 | |
| * Against standard index | |||||
Top 10 holdings
| Security | Net Assets | |
| MasterCard Incorporated Class A (MA) | 1.75% | |
| Google, Inc. Class A (GOOG) | 1.60% | |
| Morgan Stanley (MS) | 1.55% | |
| Apple Inc (AAPL) | 1.52% | |
| United Continental Holdings Inc (UAL) | 1.20% | |
| Gilead Sciences Inc (GILD) | 1.12% | |
| Amazon.com Inc (AMZN) | 1.11% | |
| Biogen Idec Inc (BIIB) | 1.08% | |
| SBA Communications Corp (SBAC) | 1.04% | |
| Allergan, Inc. (AGN) | 1.03% |