Prudential Income Builder Fund Class B (PBCFX)

9.60
Net Asset Value
+0.21%
1 Day
-1.34%
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-2.01% 3 years+5.85%
3 months-1.35% 5 years+6.75%
1 year-0.25% Since inception+4.85%
Data through --

Peer Comparisonvs. Tactical allocation

 PBCFXCategory
Performance 5-yr return+6.75%+5.63%
Expense ratio2.45%1.68%
Risk 5 year sharpe ratio1.270.81
Net assets$235.6M$862.7M
Average market cap$11.4B$26.8B
Average P/E20.819.0
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 income45.45%
U.S. stock30.51%
Other12.18%
Cash6.19%
International stock5.66%
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 Z9.30%
PGX PowerShares Preferred Portfolio7.76%
HYSQX Prudential Short Duration High Yield Income Fund Class Q5.61%
CWB SPDR® Barclays Convertible Securities ETF3.12%
PSTQX Prudential Short-Term Corporate Bond Class Q2.43%
-- 1.56%
-- 1.39%
-- 1.26%
-- 1.13%
-- 1.08%

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