Prudential US Real Estate Fund Class A (PJEAX)

14.63
Net Asset Value
+0.55%
1 Day
+2.81%
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-2.34% 3 years+14.30%
3 months+4.86% 5 years--
1 year+22.47% Since inception+14.41%
Data through --

Peer Comparisonvs. Real estate

 PJEAXCategory
Performance 5-yr return--+16.16%
Expense ratio2.04%1.31%
Risk 5 year sharpe ratio--1.14
Net assets$45.0M$1.4B
Average market cap$8.2B$13.1B
Average P/E39.041.3
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. stock99.21%
International stock0.52%
Fixed income0.27%
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 Inc9.94%
HCN Health Care REIT Inc4.97%
PSA Public Storage3.86%
BXP Boston Properties3.59%
GGP General Growth Properties Inc2.97%
AVB AvalonBay Communities2.82%
VTR Ventas Inc2.82%
UDR UDR Inc2.66%
PPS Post Properties Inc2.62%
DRE Duke Realty Corp2.49%

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