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PGIM Jennison Value A (PBEAX)

22.43
+0.04
+(0.18%)
At close: 8:03:57 PM EDT
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  • Previous Close 22.39
  • YTD Return 4.56%
  • Expense Ratio 0.87%
  • Category Large Value
  • Last Cap Gain 44.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 642.26M
  • Beta (5Y Monthly) 0.86
  • Yield 1.59%
  • 5y Average Return --
  • Holdings Turnover 29.00%
  • Last Dividend 0.39
  • Inception Date Jan 22, 1990

The fund normally invests at least 65% of its total assets in the equity and equity-related securities of companies that the sub-adviser believes will provide investment returns above those of the Russell 1000 Value Index and, over the long term, the S&P 500 Index. It follows a value investment style. Most of the fund's investments are in large capitalization companies, which are companies with market capitalizations (measured at the time of purchase) of $1 billion or more.

PGIM Investments

Fund Family

Large Value

Fund Category

642.26M

Net Assets

1990-01-22

Inception Date

Performance Overview: PBEAX

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Trailing returns as of 3/31/2025. Category is Large Value.

YTD Return

PBEAX
4.56%
Category
4.44%
 

1-Year Return

PBEAX
19.15%
Category
14.37%
 

3-Year Return

PBEAX
10.67%
Category
6.04%
 

5-Year Return

PBEAX
14.20%
Category
9.20%
 

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Holdings: PBEAX

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Sector Weightings

SectorPBEAX
Industrials   13.69%
Technology   11.94%
Healthcare   11.18%
Energy   9.63%
Utilities   6.14%
Real Estate   3.89%

Recent News: PBEAX

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Research Reports: PBEAX

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