PGIM Income Builder Fund-Class B (PBCFX)

9.35
Net Asset Value
-0.21%
1 Day
-1.58%
Year-to-Date
Overall Morningstar Rating
Tactical allocation
Style or Category
No Load
Sales Expenses
2.96%
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks income and long-term capital growth. The fund seeks to achieve its investment objectives by investing in a diversified portfolio consisting of a wide variety of income-oriented investments and strategies within the equity and fixed income market segments. It may invest approximately 20% to 80% of its total assets in equity and equity-related securities. The fund also may invest approximately 20% to 80% of its total assets in fixed income investments.

Performance

1 month+0.92% 3 years+2.76%
3 months+0.56% 5 years+3.55%
1 year+3.35% Since inception+4.42%
Data through --

Peer Comparisonvs. Tactical allocation

 PBCFXCategory
Performance 5-yr return+3.55%+4.17%
Expense ratio2.96%1.59%
Risk 5 year sharpe ratio0.520.55
Net assets$435.4M$635.6M
Average market cap$27.0B$53.4B
Average P/E18.817.6
Portfolio turnover102%102%

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Fund Management and Purchase Info

Fund familyPGIM Investments
Fund manager & tenureMarc Halle / 3 Years
Minimal initial investment$2,500.00
Minimum IRA investment--

Holdings

Fixed income44.03%
U.S. stock35.28%
Other11.04%
International stock8.19%
Cash1.47%
Top 5 Sectors
Portfolio weighting
Financial service 17.26%
Industrial materials 15.62%
Consumer service 12.65%
Energy 8.74%
Healthcare 8.41%
Top 10 Holdings
Portfolio weighting
CWB SPDR® Bloomberg Barclays Convertible Securities ETF9.15%
PTRQX PGIM Total Return Bond Fund -Class R68.43%
ACWI iShares MSCI ACWI ETF4.73%
XLF Financial Select Sector SPDR® Fund1.57%
TLT iShares 20+ Year Treasury Bond ETF1.51%
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF1.21%
HYSQX PGIM Short Duration High Yield Income Fund- Class R61.05%
-- 1.02%
PADQX PGIM Absolute Return Bond Fund- Class R61.00%
PFRIX PGIM Floating Rate Income Fund- Class R61.00%