Prudential QMA Defensive Equity Fund Class Z

 (MUTF:PDMZX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.07%  
1 week   +1.67%
   
4 week   +1.60%
   
3 month   +3.47%
   
YTD   +5.42%
   
1 year   +10.79%
   
3 years*   +8.14%
   
5 years*   +9.72%
   
*annualized
Best 3 month return+19.31%  
Worst 3 month return-22.90%  

Morningstar statistics

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

Key statistics

Total assets229.37M 
Front load-  
Deferred load-  
Expense ratio1.05%  
Management fee-  
Fund familyPrudential Investments 

Asset allocation

Cash4.21%  
Stocks95.53%  
Bonds0.00%  
Other0.26%  

Purchase information

Initial$5,000,000  
AIP Initial$50  
AIP Additional$50  
14.00-0.01(-0.07%)
Apr 26, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks long-term capital appreciation. The fund will invest at least 80% of its investable assets (net assets plus borrowings for investment purposes, if any) in equity and equity-related securities. It may invest up to 20% of its investable assets in debt securities of varying credit quality. The fund may invest up to 20% of total assets in securities of foreign issuers. It may invest up to 25% of its net assets in derivatives.
Fund filings (PDF) »
Asset managers:
Edward Campbell (Started: May 8, 2013)
Joel Kallman (Started: May 8, 2013)
John Hudock (Started: May 8, 2013)
Edward Lithgow (Started: Dec 28, 2016)
Ted Lockwood (Started: May 8, 2013)
Advisor Company:
PGIM Investments LLC
Fund family reports on Morningstar »
Prudential Investments, One Seaport Plaza, New York, NY 10292, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -3.71 -1.18 -1.36 -0.13
Beta* 0.85 0.86 0.83 0.73
Mean annual return 0.84 0.65 0.79 0.52
R-squared* 71.11 92.98 90.62 94.59
Standard deviation 6.28 9.27 8.89 11.54
Sharpe ratio 1.54 0.82 1.05 0.49
* Against standard index

Top 10 holdings

Security Net Assets  
AT&T Inc (T) 3.99%  
Verizon Communications Inc (VZ) 3.11%  
Apple Inc (AAPL) 2.02%  
Procter & Gamble Co (PG) 2.00%  
General Electric Co (GE) 1.84%  
Berkshire Hathaway Inc B (BRK.B) 1.67%  
JPMorgan Chase & Co (JPM) 1.66%  
Philip Morris International Inc (PM) 1.46%  
Coca-Cola Co (KO) 1.37%  
Microsoft Corp (MSFT) 1.35%