Prudential Income Builder Fund Class B (PBCFX)

9.75
Net Asset Value
-0.41%
1 Day
+0.21%
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+0.87% 3 years+7.06%
3 months+0.43% 5 years+6.79%
1 year+4.74% Since inception+4.83%
Data through --

Peer Comparisonvs. Tactical allocation

 PBCFXCategory
Performance 5-yr return+6.79%+6.18%
Expense ratio2.45%1.65%
Risk 5 year sharpe ratio1.170.78
Net assets$115.2M$935.9M
Average market cap$11.4B$25.1B
Average P/E19.718.5
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 income48.25%
U.S. stock31.90%
Other8.76%
International stock8.20%
Cash2.89%
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 Z12.19%
HYSQX Prudential Short Dur Hi Yld Inc Q7.15%
PGX PowerShares Preferred ETF4.99%
CWB SPDR® Barclays Convertible Secs ETF2.89%
PSTQX Prudential Short-Term Corporate Bd Q2.25%
AAPL Apple Inc0.71%
FTR Frontier Communications Corp Class B0.60%
-- Keppel REIT0.60%
TCO Taubman Centers Inc0.59%
BXP Boston Properties Inc0.59%

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