Prudential Income Builder Fund Class B (PBCFX)

9.91
Net Asset Value
+0.10%
1 Day
+1.85%
Year-to-Date
Overall Morningstar Rating
Tactical allocation
Style or Category
No Load
Sales Expenses
2.45%
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-- 3 years--
3 months-- 5 years--
1 year-- Since inception+4.85%
Data through --

Peer Comparisonvs. Tactical allocation

 PBCFXCategory
Performance 5-yr return--+5.63%
Expense ratio2.45%1.66%
Risk 5 year sharpe ratio1.100.72
Net assets$185.8M$937.6M
Average market cap$10.6B$28.2B
Average P/E20.919.4
Portfolio turnover----

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Fund Management and Purchase Info

Fund familyPrudential Investments
Fund manager & tenureMarc Halle / 0 Years
Minimal initial investment$2,500.00
Minimum IRA investment$1,000.00

Holdings

Fixed income45.03%
U.S. stock29.78%
Other11.87%
International stock7.53%
Cash5.79%
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
PRPZX Prudential Jennison MLP Fund Class Z8.84%
PGX PowerShares Preferred Portfolio7.84%
HYSQX Prudential Short Duration High Yield Income Fund Class Q6.93%
CWB SPDR® Barclays Convertible Securities ETF2.95%
PSTQX Prudential Short-Term Corporate Bond Class Q2.45%
-- 2.36%
-- 2.09%
-- 0.88%
CSCO Cisco0.72%
LXP Lexington Realty Trust0.49%

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