Performance
Trailing returns
| 1 day | +0.95% |
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| 1 week | +1.47% |
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| 4 week |
| -2.01% | |||
| 3 month | +6.64% |
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| YTD | +12.31% |
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| 1 year | +16.43% |
| |||
| 3 years* | +13.73% |
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| 5 years* | +6.34% |
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| *annualized | |||||
| Best 3 month return | +33.00% | |
| Worst 3 month return | -30.80% |
Morningstar statistics
Morningstar category: Large Growth
| Return | Risk | Rating | |
| 3 years | Below Average | Average |
 
|
| 5 years | Average | Below Average |
|
| 10 years | Average | Below Average |
|
| Overall | Average | Below Average |
|
Morningstar style Learn more
| Large | |||
| Mid | |||
| Small | |||
| Value | Blend | Growth |
Key statistics
| Total assets | 2.23B | |
| Front load | 5.50% | |
| Deferred load | - | |
| Expense ratio | 1.06% | |
| Management fee | - | |
| Fund family | Prudential Investments |
Asset allocation
| Cash | 0.72% | |
| Stocks | 99.28% | |
| Bonds | 0.00% | |
| Preferred | 0.01% | |
| Other | 0.00% |
Purchase information
| Initial | $2,500 | |
| Additional | $100 | |
| IRA Initial | $1,000 | |
| AIP Initial | $50 | |
| AIP Additional | $50 |
23.16-0.29(-1.24%)
Jun 19, 4:00PM EDT
Overall Morningstar RatingTM
Description
The investment seeks long-term growth of capital. The fund normally invests at least 65% of assets in equity and equity-related securities of companies that exceed $1 billion in market capitalization and that the Manager believes have above-average growth prospects. These companies are generally considered medium- to large-capitalization companies. Equity-related securities in which the fund primarily invests are common stocks, nonconvertible preferred stocks and convertible securities.
Fund filings (PDF) »
Fund filings (PDF) »
Asset managers:
Spiros Segalas (Started: Feb 1, 1999)
Kathleen McCarragher (Started: Feb 1, 1999)
Michael Del Balso (Started: May 1, 2000)
Spiros Segalas (Started: Feb 1, 1999)
Kathleen McCarragher (Started: Feb 1, 1999)
Michael Del Balso (Started: May 1, 2000)
Risk
| 1 year | 3 years | 5 years | 10 years | ||
| Alpha* | -5.70 | -2.96 | 0.65 | 0.21 | |
| Beta* | 0.91 | 1.07 | 0.94 | 0.98 | |
| Mean annual return | 1.39 | 1.24 | 0.61 | 0.71 | |
| R-squared* | 58.88 | 88.21 | 88.64 | 84.93 | |
| Standard deviation | 7.54 | 15.96 | 18.80 | 15.46 | |
| Sharpe ratio | 2.20 | 0.92 | 0.38 | 0.44 | |
| * Against standard index | |||||
Top 10 holdings
| Security | Net Assets | |
| Google, Inc. Class A (GOOG) | 4.11% | |
| MasterCard Incorporated Class A (MA) | 3.62% | |
| Amazon.com Inc (AMZN) | 3.00% | |
| Apple Inc (AAPL) | 2.97% | |
| Monsanto Company (MON) | 2.59% | |
| Biogen Idec Inc (BIIB) | 2.47% | |
| TJX Companies (TJX) | 2.31% | |
| Nike, Inc. Class B (NKE) | 2.25% | |
| Priceline.com, Inc. (PCLN) | 2.18% | |
| LinkedIn Corp (LNKD) | 2.13% |