Prudential Jennison 20/20 Focus Fund Class A

 (MUTF:PTWAX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.40%
   
1 week   +2.34%
   
4 week   +1.45%
   
3 month   +6.01%
   
YTD   +6.39%
   
1 year   +11.98%
   
3 years*   +14.44%
   
5 years*   +10.57%
   
*annualized
Best 3 month return+28.85%  
Worst 3 month return-38.91%  

Morningstar statistics

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

Key statistics

Total assets1.91B 
Front load5.50%  
Deferred load-  
Expense ratio1.18%  
Management fee-  
Fund familyPrudential Investments 

Asset allocation

Cash2.68%  
Stocks97.31%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$2,500  
Additional$100  
IRA Initial$1,000  
AIP Initial$50  
AIP Additional$50  
17.37-0.10(-0.57%)
Apr 27, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks long-term growth of capital. The fund normally invests at least 80% of its total assets in approximately 40 (which may range up to 45) equity and equity-related securities of companies. Equity and equity-related securities in which the fund primarily invests are common stocks, nonconvertible preferred stocks and convertible securities. It participates in the initial public offering (IPO) market. The fund may actively and frequently trade its portfolio securities. It may invest up to 35% of its total assets in foreign securities. Foreign securities may include securities from emerging markets. The fund is non-diversified.
Fund filings (PDF) »
Asset managers:
Spiros Segalas (Started: Jul 1, 1998)
Warren Koontz, Jr. (Started: Sep 2, 2014)
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* -3.63 -4.02 -4.70 1.00
Beta* 1.02 1.02 1.09 1.05
Mean annual return 0.76 0.98 0.91 0.85
R-squared* 82.02 74.66 85.62 81.85
Standard deviation 10.24 11.34 15.25 17.16
Sharpe ratio 0.88 1.04 0.72 0.51
* Against standard index

Top 10 holdings

Security Net Assets  
Actavis PLC (ACT) 5.75%  
Apple Inc (AAPL) 4.22%  
Facebook Inc Class A (FB) 4.04%  
Shire PLC ADR (SHPG) 3.32%  
Walt Disney Co (DIS) 3.31%  
Biogen Inc (BIIB) 3.30%  
Salesforce.com Inc (CRM) 3.24%  
Celgene Corp (CELG) 3.03%  
LinkedIn Corp Class A (LNKD) 2.79%  
Amazon.com Inc (AMZN) 2.71%