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Prudential Income Builder Fund Class B (PBCFX)

9.20
Net Asset Value
+0.33%
1 Day
-5.45%
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-3.67% 3 years+3.77%
3 months-5.55% 5 years+5.20%
1 year-4.92% Since inception+4.67%
Data through --

Peer Comparisonvs. Tactical allocation

 PBCFXCategory
Performance 5-yr return+5.20%+6.18%
Expense ratio2.45%1.69%
Risk 5 year sharpe ratio1.140.60
Net assets$276.6M$779.2M
Average market cap$12.1B$28.5B
Average P/E21.418.8
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 income45.41%
U.S. stock30.59%
Other12.69%
Cash5.71%
International stock5.60%
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
PGX PowerShares Preferred Portfolio6.49%
CWB SPDR® Barclays Convertible Securities ETF4.91%
HYSQX Prudential Short Duration High Yield Income Fund Class Q2.51%
-- 1.44%
-- 1.28%
-- 1.16%
-- 1.04%
-- 0.98%
-- 0.92%
WMB Williams Companies0.81%

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