Prudential Income Builder Fund Class B (PBCFX)

9.84
Net Asset Value
0.00%
1 Day
+1.13%
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+0.47% 3 years+6.67%
3 months+1.13% 5 years+6.67%
1 year+2.73% Since inception+4.90%
Data through --

Peer Comparisonvs. Tactical allocation

 PBCFXCategory
Performance 5-yr return+6.67%+6.18%
Expense ratio2.45%1.66%
Risk 5 year sharpe ratio1.200.82
Net assets$156.4M$937.1M
Average market cap$10.4B$26.8B
Average P/E19.418.5
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 income45.15%
U.S. stock29.14%
Other11.43%
International stock8.05%
Cash6.23%
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 Z8.88%
PGX PowerShares Preferred Portfolio7.74%
HYSQX Prudential Short Duration High Yield Income Fund Class Q6.77%
CWB SPDR® Barclays Convertible Securities ETF2.75%
PSTQX Prudential Short-Term Corporate Bond Class Q2.50%
CSCO Cisco0.63%
FTR Frontier Communications Corp0.59%
MRK Merck0.50%
BMY Bristol-Myers Squibb0.50%
-- 0.50%

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