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PGIM Balanced A (PIBAX)

16.50
+0.13
+(0.79%)
At close: 8:09:21 AM EDT
Loading Chart for PIBAX
  • Previous Close 16.37
  • YTD Return -1.27%
  • Expense Ratio 1.00%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 21.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 971.1M
  • Beta (5Y Monthly) 1.01
  • Yield 2.24%
  • 5y Average Return --
  • Holdings Turnover 107.00%
  • Last Dividend 0.05
  • Inception Date Dec 17, 2004

The fund invests in a portfolio of equity, fixed-income and money market securities that is actively managed to capitalize on opportunities created by perceived misvaluation. It will invest 45% to 70% of its total assets in equity and equity-related securities. Under normal circumstances, 30% to 55% of the fund's total assets are invested in fixed income securities. It may invest up to 15% of its total assets in equity and equity-related securities of small companies.

PGIM Investments

Fund Family

Allocation--50% to 70% Equity

Fund Category

971.1M

Net Assets

2004-12-17

Inception Date

Performance Overview: PIBAX

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Trailing returns as of 4/11/2025. Category is Allocation--50% to 70% Equity.

YTD Return

PIBAX
1.27%
Category
9.69%
 

1-Year Return

PIBAX
4.69%
Category
27.06%
 

3-Year Return

PIBAX
4.66%
Category
11.00%
 

5-Year Return

PIBAX
10.28%
Category
10.26%
 

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Holdings: PIBAX

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Sector Weightings

SectorPIBAX
Technology   27.82%
Healthcare   11.02%
Industrials   9.73%
Energy   3.46%
Real Estate   2.33%
Utilities   1.97%

Recent News: PIBAX

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Research Reports: PIBAX

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