Prudential US Real Estate Fund Class A (PJEAX)

10.93
Net Asset Value
+0.55%
1 Day
-8.61%
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-4.12% 3 years-0.36%
3 months-9.09% 5 years+5.32%
1 year-3.82% Since inception+8.50%
Data through --

Peer Comparisonvs. Real estate

 PJEAXCategory
Performance 5-yr return+5.32%+8.68%
Expense ratio1.83%1.20%
Risk 5 year sharpe ratio0.530.59
Net assets$22.3M$1.3B
Average market cap$7.8B$15.0B
Average P/E27.530.2
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. stock99.49%
Fixed income0.51%
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
EQIX Equinix Inc5.32%
SPG Simon Property Group Inc5.04%
AVB AvalonBay Communities4.38%
ELS Equity LifeStyle Properties Inc3.51%
FCEA Forest City Realty Trust Inc3.49%
EQR Equity Residential3.40%
HCN Welltower Inc3.33%
DRE Duke Realty Corp3.29%
HPP Hudson Pacific Properties Inc2.99%
DRH DiamondRock Hospitality Co2.80%