Prudential US Real Estate Fund Class A (PJEAX)

13.91
Net Asset Value
-1.14%
1 Day
-2.25%
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-2.83% 3 years+11.90%
3 months-3.17% 5 years--
1 year+11.24% Since inception+11.73%
Data through --

Peer Comparisonvs. Real estate

 PJEAXCategory
Performance 5-yr return--+15.05%
Expense ratio2.04%1.31%
Risk 5 year sharpe ratio--0.83
Net assets$41.4M$1.3B
Average market cap$7.4B$11.8B
Average P/E36.234.6
Portfolio turnover98%98%

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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. stock97.89%
Cash0.98%
International stock0.85%
Fixed income0.28%
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 Inc8.82%
HCN Health Care REIT Inc4.88%
PLD Prologis Inc4.40%
GGP General Growth Properties Inc4.15%
BXP Boston Properties4.02%
AVB AvalonBay Communities3.47%
PPS Post Properties Inc3.14%
CPT Camden Property Trust3.04%
UDR UDR Inc2.84%
HPP Hudson Pacific Properties Inc2.57%

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