Prudential US Real Estate Fund Class A (PJEAX)

10.88
Net Asset Value
-0.73%
1 Day
-9.03%
Year-to-Date
Overall Morningstar Rating
Real estate
Style or Category
5.5
Sales Expenses
1.83%
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 the 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-0.40% 3 years+0.56%
3 months-4.08% 5 years+3.93%
1 year-6.58% Since inception+7.70%
Data through --

Peer Comparisonvs. Real estate

 PJEAXCategory
Performance 5-yr return+3.93%+5.55%
Expense ratio1.83%1.20%
Risk 5 year sharpe ratio0.400.45
Net assets$21.1M$1.2B
Average market cap$7.6B$11.7B
Average P/E25.829.6
Portfolio turnover122%122%

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Fund Management and Purchase Info

Fund familyPrudential Funds (PGIM Investments)
Fund manager & tenureMarc Halle / 7 Years
Minimal initial investment$2,500.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock98.86%
Fixed income1.14%
International stock0.00%
Cash0.00%
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 Inc4.75%
AVB AvalonBay Communities4.72%
WELL Welltower Inc4.59%
EQIX Equinix Inc4.24%
ELS Equity LifeStyle Properties Inc3.71%
DRE Duke Realty Corp3.52%
HPP Hudson Pacific Properties Inc3.33%
EQR Equity Residential3.32%
FCEA Forest City Realty Trust Inc2.92%
CPT Camden Property Trust2.89%