Prudential QMA Large-Cap Core Equity Fund Class B

 (MUTF:PTMBX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.13%  
1 week
   
-1.83%  
4 week
   
-0.99%  
3 month   +2.80%
   
YTD   +4.08%
   
1 year   +14.57%
   
3 years*   +8.10%
   
5 years*   +11.76%
   
*annualized
Best 3 month return+22.37%  
Worst 3 month return-30.51%  

Morningstar statistics

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

Key statistics

Total assets218.80M 
Front load-  
Deferred load5.00%  
Expense ratio1.48%  
Management fee-  
Fund familyPrudential Investments 

Asset allocation

Cash0.97%  
Stocks98.97%  
Bonds0.07%  
Other0.00%  

Purchase information

Initial$2,500  
Additional$100  
AIP Initial$50  
AIP Additional$50  
15.01-0.03(-0.20%)
Mar 23, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks long-term after-tax growth of capital. The fund normally invests at least 80% of its investable assets in equity and equity-related securities of large capitalization U.S. companies. The advisor employs a quantitatively driven, bottom-up investment process. The stock selection process utilizes an adaptive model that evaluates stocks differently based on their growth expectations.
Fund filings (PDF) »
Asset managers:
Stacie Mintz (Started: Dec 31, 2007)
Peter Xu (Started: Aug 31, 2005)
Devang Gambhirwala (Started: Dec 28, 2016)
Advisor Company:
Prudential 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* -4.25 -1.77 -1.74 -1.78
Beta* 1.08 1.01 1.03 1.02
Mean annual return 1.69 0.75 1.03 0.58
R-squared* 96.82 98.13 98.19 98.96
Standard deviation 8.88 10.64 10.61 15.65
Sharpe ratio 2.25 0.84 1.15 0.40
* Against standard index

Top 10 holdings

Security Net Assets  
Apple Inc (AAPL) 3.81%  
JPMorgan Chase & Co (JPM) 2.30%  
Facebook Inc A (FB) 1.98%  
Bank of America Corporation (BAC) 1.89%  
Exxon Mobil Corp (XOM) 1.74%  
Alphabet Inc C (GOOG) 1.70%  
Wells Fargo & Co (WFC) 1.69%  
UnitedHealth Group Inc (UNH) 1.47%  
Pfizer Inc (PFE) 1.44%  
Altria Group Inc (MO) 1.44%