Prudential US Real Estate Fund Class A (PJEAX)

14.90
Net Asset Value
+1.29%
1 Day
+4.71%
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+2.54% 3 years+13.31%
3 months+3.32% 5 years--
1 year+24.77% Since inception+13.28%
Data through --

Peer Comparisonvs. Real estate

 PJEAXCategory
Performance 5-yr return--+16.16%
Expense ratio2.04%1.31%
Risk 5 year sharpe ratio--1.04
Net assets$44.6M$1.4B
Average market cap$7.9B$12.6B
Average P/E35.933.5
Portfolio turnover66%66%

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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. stock98.88%
International stock0.55%
Cash0.30%
Fixed income0.27%
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 Inc9.83%
HCN Health Care REIT Inc5.12%
BXP Boston Properties3.94%
PSA Public Storage3.58%
VTR Ventas Inc2.93%
PLD Prologis Inc2.91%
GGP General Growth Properties Inc2.86%
AVB AvalonBay Communities2.75%
FR First Industrial Realty Trust Inc2.69%
UDR UDR Inc2.68%

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