Performance
Trailing returns
| 1 day | +0.11% |
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| 1 week | +2.45% |
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| 4 week | +8.82% |
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| 3 month | +10.52% |
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| YTD | +15.16% |
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| 1 year | +29.40% |
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| 3 years* | +14.93% |
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| 5 years* | +4.07% |
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| *annualized | |||||
| Best 3 month return | +28.85% | |
| Worst 3 month return | -38.91% |
Morningstar statistics
Morningstar category: Large Growth
| Return | Risk | Rating | |
| 3 years | Below Average | Above Average |
 
|
| 5 years | Below Average | Above Average |
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| 10 years | Above Average | Above Average |
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| Overall | Average | Above Average |
|
Morningstar style Learn more
| Large | |||
| Mid | |||
| Small | |||
| Value | Blend | Growth |
Key statistics
| Total assets | 2.30B | |
| Front load | 5.50% | |
| Deferred load | - | |
| Expense ratio | 1.18% | |
| Management fee | - | |
| Fund family | Prudential Investments |
Asset allocation
| Cash | 2.25% | |
| Stocks | 97.75% | |
| Bonds | 0.00% | |
| Other | 0.00% |
Purchase information
| Initial | $2,500 | |
| Additional | $100 | |
| IRA Initial | $1,000 | |
| AIP Initial | $50 | |
| AIP Additional | $50 |
18.40+0.02(0.11%)
May 21, 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) »
Fund filings (PDF) »
Asset managers:
Spiros Segalas (Started: Jul 1, 1998)
David Kiefer (Started: Jan 15, 2004)
Spiros Segalas (Started: Jul 1, 1998)
David Kiefer (Started: Jan 15, 2004)
Risk
| 1 year | 3 years | 5 years | 10 years | ||
| Alpha* | -6.72 | -4.44 | -0.71 | 2.34 | |
| Beta* | 1.17 | 1.13 | 1.05 | 1.08 | |
| Mean annual return | 1.01 | 0.88 | 0.54 | 0.96 | |
| R-squared* | 84.72 | 91.34 | 84.02 | 82.85 | |
| Standard deviation | 12.97 | 17.79 | 21.53 | 17.31 | |
| Sharpe ratio | 0.93 | 0.58 | 0.29 | 0.57 | |
| * Against standard index | |||||
Top 10 holdings
| Security | Net Assets | |
| MasterCard Incorporated Class A (MA) | 3.35% | |
| LinkedIn Corp (LNKD) | 3.17% | |
| Anadarko Petroleum Corp (APC) | 3.16% | |
| Cobalt International Energy, Inc. (CIE) | 2.99% | |
| Boeing Co (BA) | 2.98% | |
| Liberty Global, Inc. (LBTYK) | 2.96% | |
| Bunge Ltd (BG) | 2.96% | |
| Marathon Oil Corp (MRO) | 2.95% | |
| International Game Technology (IGT) | 2.94% | |
| Mondelez International Inc (MDLZ) | 2.93% |