Prudential US Real Estate Fund Class A (PJEAX)

15.26
Net Asset Value
-0.39%
1 Day
+7.24%
Year-to-Date
Overall Morningstar Rating
Real estate
Style or Category
5.5
Sales Expenses
2.04%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation and income. The fund normally invests at least 80% of its investable assets (net assets plus any borrowings made for investment purposes) in equity-related securities of real estate companies operating in the United States, principally real estate investment trusts (REITs) and other real estate securities. It may invest up to 20% of its investable assets in other securities, including equity-related securities of foreign real estate companies. The fund may invest more than 5% of its total assets in any one issuer. It is non-diversified.

Performance

1 month+6.12% 3 years+16.43%
3 months+14.74% 5 years--
1 year+35.32% Since inception+13.22%
Data through --

Peer Comparisonvs. Real estate

 PJEAXCategory
Performance 5-yr return--+16.16%
Expense ratio2.04%1.31%
Risk 5 year sharpe ratio--1.00
Net assets$41.7M$1.3B
Average market cap$8.1B$12.2B
Average P/E37.338.2
Portfolio turnover66%66%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyPrudential Investments
Fund manager & tenureMarc Halle / 4 Years
Minimal initial investment$2,500.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock98.35%
Cash1.09%
International stock0.47%
Fixed income0.09%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
SPG Simon Property Group Inc9.98%
HCN Health Care REIT, Inc.4.19%
PSA Public Storage4.11%
BXP Boston Properties Inc3.83%
CPT Camden Property Trust3.50%
AVB AvalonBay Communities Inc2.99%
PPS Post Properties Inc2.88%
GGP General Growth Properties Inc2.86%
UDR UDR Inc2.81%
HST Host Hotels & Resorts Inc2.65%

Most stock quote data provided by BATS. Market indices are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer.

Morningstar: © 2015 Morningstar, Inc. All Rights Reserved.

Factset: FactSet Research Systems Inc. 2015. All rights reserved.

Chicago Mercantile Association: Certain market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved.

Dow Jones: The Dow Jones branded indices are proprietary to and are calculated, distributed and marketed by DJI Opco, a subsidiary of S&P Dow Jones Indices LLC and have been licensed for use to S&P Opco, LLC and CNN. Standard & Poor's and S&P are registered trademarks of Standard & Poor’s Financial Services LLC and Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC. All content of the Dow Jones branded indices © S&P Dow Jones Indices LLC 2015 and/or its affiliates.