Performance
Trailing returns
| Best 3 month return | +55.68% | |
| Worst 3 month return | -33.68% |
Morningstar statistics
Morningstar category: Mid-Cap Growth
| Return | Risk | Rating | |
| 3 years | Average | Low |
 
|
| 5 years | Average | Low |
|
| 10 years | Above Average | Below Average |
|
| Overall | Above Average | Below Average |
|
Morningstar style Learn more
| Large | |||
| Mid | |||
| Small | |||
| Value | Blend | Growth |
Key statistics
| Total assets | 8.72B | |
| Front load | 5.50% | |
| Deferred load | - | |
| Expense ratio | 1.06% | |
| Management fee | - | |
| Fund family | Prudential Investments |
Asset allocation
| Cash | 3.02% | |
| Stocks | 96.98% | |
| Bonds | 0.00% | |
| Other | 0.00% |
Purchase information
| Initial | $2,500 | |
| Additional | $100 | |
| IRA Initial | $1,000 | |
| AIP Initial | $50 | |
| AIP Additional | $50 |
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* | -5.40 | 0.73 | 2.27 | 4.35 | |
| Beta* | 0.98 | 0.94 | 0.94 | 1.02 | |
| Mean annual return | 0.87 | 1.10 | 0.73 | 1.10 | |
| R-squared* | 89.61 | 89.00 | 89.45 | 79.24 | |
| Standard deviation | 10.59 | 15.03 | 18.77 | 16.70 | |
| Sharpe ratio | 0.98 | 0.87 | 0.45 | 0.68 | |
| * 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% |