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Prudential Income Builder Fund Class B (PBCFX)

9.46
Net Asset Value
-0.11%
1 Day
+2.71%
Year-to-Date
Overall Morningstar Rating
Tactical allocation
Style or Category
No Load
Sales Expenses
2.12%
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-0.33% 3 years+2.46%
3 months+0.44% 5 years+5.00%
1 year+8.13% Since inception+4.57%
Data through --

Peer Comparisonvs. Tactical allocation

 PBCFXCategory
Performance 5-yr return+5.00%+3.82%
Expense ratio2.12%1.61%
Risk 5 year sharpe ratio0.780.61
Net assets$425.2M$605.2M
Average market cap$15.8B$39.8B
Average P/E23.118.1
Portfolio turnover90%90%

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Fund Management and Purchase Info

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

Holdings

Fixed income42.21%
U.S. stock37.33%
Other11.71%
International stock4.45%
Cash4.29%
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 ETF8.05%
HYSQX Prudential Short Duration High Yield Income Fund Class Q3.48%
PGX PowerShares Preferred Portfolio2.97%
PADQX Prudential Absolute Return Bond Fund Class Q1.99%
ETP Energy Transfer Partners LP1.24%
TRGP Targa Resources Corp1.06%
PTRQX Prudential Total Return Bond Fund Class Q0.99%
PFRIX Prudential Floating Rate Income Fund Class Q0.99%
WPZ Williams Partners LP0.93%
MPLX MPLX LP0.88%