Prudential US Real Estate Fund Class A (PJEAX)

13.23
Net Asset Value
-0.53%
1 Day
+13.37%
Year-to-Date
Overall Morningstar Rating
Real estate
Style or Category
5.5
Sales Expenses
2.04%
Expense Ratio
Above 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-5.49% 3 years+15.65%
3 months-3.00% 5 years--
1 year+13.23% Since inception+12.23%
Data through --

Peer Comparisonvs. Real estate

 PJEAXCategory
Performance 5-yr return--+22.56%
Expense ratio2.04%1.32%
Risk 5 year sharpe ratio--1.09
Net assets$35.0M$1.2B
Average market cap$8.1B$11.7B
Average P/E39.036.1
Portfolio turnover66%66%

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Fund Management and Purchase Info

Fund familyPrudential Investments
Fund manager & tenureMarc Halle / 3 Years
Minimal initial investment$2,500.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock98.87%
Cash0.77%
International stock0.36%
Fixed income0.00%
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 Inc10.03%
BXP Boston Properties Inc4.57%
PSA Public Storage4.33%
VTR Ventas Inc4.03%
HST Host Hotels & Resorts Inc3.68%
GGP General Growth Properties Inc3.48%
UDR UDR Inc3.26%
PPS Post Properties Inc2.86%
AVB AvalonBay Communities Inc2.76%
CPT Camden Property Trust2.73%

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