Prudential US Real Estate Fund Class Z (PJEZX)

14.10
Net Asset Value
0.00%
1 Day
-0.91%
Year-to-Date
Overall Morningstar Rating
Real estate
Style or Category
No Load
Sales Expenses
1.74%
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-2.29% 3 years+12.29%
3 months-4.04% 5 years--
1 year+12.85% Since inception+11.99%
Data through --

Peer Comparisonvs. Real estate

 PJEZXCategory
Performance 5-yr return--+15.05%
Expense ratio1.74%1.31%
Risk 5 year sharpe ratio--0.83
Net assets$41.4M$1.3B
Average market cap$8.0B$11.8B
Average P/E34.734.6
Portfolio turnover66%66%

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Fund Management and Purchase Info

Fund familyPrudential Investments
Fund manager & tenureMarc Halle / 4 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock98.95%
International stock0.78%
Fixed income0.26%
Cash0.01%
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 Inc9.91%
HCN Health Care REIT Inc4.95%
PLD Prologis Inc4.48%
BXP Boston Properties4.00%
AVB AvalonBay Communities3.22%
CPT Camden Property Trust3.00%
PPS Post Properties Inc2.91%
GGP General Growth Properties Inc2.89%
UDR UDR Inc2.86%
HPP Hudson Pacific Properties Inc2.41%

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