Prudential Strategic Value Fund Class Z

 (MUTF:SUVZX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.60%
   
1 week   +3.89%
   
4 week   +1.51%
   
3 month   +1.63%
   
YTD   +13.21%
   
1 year   +15.73%
   
3 years*   +21.59%
   
5 years*   +14.51%
   
*annualized
Best 3 month return+28.48%  
Worst 3 month return-28.10%  

Morningstar statistics

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

Key statistics

Total assets75.96M 
Front load-  
Deferred load-  
Expense ratio1.17%  
Management fee-  
Fund familyPrudential Investments 

Asset allocation

Cash1.10%  
Stocks98.91%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$0  
15.14+0.09(0.60%)
Dec 19, 4:00PM EST Overall Morningstar RatingTM

Description

The investment seeks long-term growth of capital. The fund invests in a diversified portfolio of large-cap company stocks that the subadviser believes are attractively priced when evaluated using quantitative measures such as P/E, P/CF, and P/B ratios. Although the strategy emphasizes attractive valuations, the subadviser also considers other quantifiable characteristics. Such characteristics may include measures of earnings quality, external financing, or trends in the earnings outlook. The investment management team may also exercise judgment when evaluating underlying data and positions recommended by the fund's quantitative process.
Fund filings (PDF) »
Asset managers:
Deborah Woods (Started: Sep 20, 2005)
Mitchell Stern (Started: Apr 25, 2014)
Robert Leung (Started: Jul 31, 2009)
Stephen Courtney (Started: Apr 25, 2014)
John Leib (Started: Sep 20, 2005)
Advisor Company:
Prudential Investments LLC
Fund family reports on Morningstar »
JennisonDryden, One Seaport Plaza, New York, NY 10292, United States

Risk

  1 year 3 years 5 years 10 years  
Alpha* -1.96 -1.50 -1.83 -1.61
Beta* 0.98 1.04 1.03 1.04
Mean annual return 1.15 1.56 1.20 0.63
R-squared* 86.69 90.33 96.04 95.41
Standard deviation 8.69 9.84 13.69 15.72
Sharpe ratio 1.58 1.90 1.05 0.39
* Against standard index

Top 10 holdings

Security Net Assets  
Exxon Mobil Corporation (XOM) 4.32%  
General Electric Co (GE) 3.17%  
Wells Fargo & Co (WFC) 2.96%  
JPMorgan Chase & Co (JPM) 2.66%  
Johnson & Johnson (JNJ) 2.35%  
Pfizer Inc (PFE) 2.29%  
Chevron Corp (CVX) 2.28%  
Intel Corp (INTC) 2.27%  
Berkshire Hathaway Inc Class B (BRK.B) 2.06%  
Cisco Systems Inc (CSCO) 1.88%