Prudential Income Builder Fund Class B (PBCFX)

9.27
Net Asset Value
-0.32%
1 Day
-2.42%
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-0.34% 3 years+1.73%
3 months-3.96% 5 years+3.42%
1 year+1.78% Since inception+4.38%
Data through --

Peer Comparisonvs. Tactical allocation

 PBCFXCategory
Performance 5-yr return+3.42%+4.17%
Expense ratio2.96%1.61%
Risk 5 year sharpe ratio0.510.53
Net assets$438.7M$627.3M
Average market cap$26.2B$52.8B
Average P/E18.117.8
Portfolio turnover102%102%

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Fund Management and Purchase Info

Fund familyPrudential Funds (PGIM Investments)
Fund manager & tenureMarc Halle / 3 Years
Minimal initial investment$2,500.00
Minimum IRA investment--

Holdings

Fixed income41.81%
U.S. stock33.71%
Other13.27%
International stock7.96%
Cash3.25%
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 ETF10.00%
PTRQX Prudential Total Return Bond Fund Class Q7.31%
ACWI iShares MSCI ACWI ETF4.67%
XLF Financial Select Sector SPDR® Fund1.56%
VT Vanguard Total World Stock Index Fund ETF Shares1.32%
PFRIX Prudential Floating Rate Income Fund Class Q1.03%
PADQX Prudential Absolute Return Bond Fund Class Q1.03%
TLT iShares 20+ Year Treasury Bond ETF1.03%
HYSQX Prudential Short Duration High Yield Income Fund Class Q1.03%
PGX PowerShares Preferred Portfolio1.02%