Prudential US Real Estate Fund Class Z (PJEZX)

14.08
Net Asset Value
-0.07%
1 Day
+20.65%
Year-to-Date
Overall Morningstar Rating
Real estate
Style or Category
No Load
Sales Expenses
1.74%
Expense Ratio
Above 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+6.59% 3 years+14.19%
3 months+1.08% 5 years--
1 year+13.83% Since inception+10.55%
Data through --

Peer Comparisonvs. Real estate

 PJEZXCategory
Performance 5-yr return--+15.05%
Expense ratio1.74%1.32%
Risk 5 year sharpe ratio--0.93
Net assets$33.5M$1.2B
Average market cap$8.1B$10.8B
Average P/E39.035.2
Portfolio turnover66%66%

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Fund Management and Purchase Info

Fund familyPrudential Investments
Fund manager & tenureMarc Halle / 3 Years
Minimal initial investment$0.00
Minimum IRA investment$0.00

Holdings

U.S. stock98.87%
Cash0.77%
International stock0.36%
Fixed income0.00%
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 Inc10.03%
BXP Boston Properties Inc4.57%
PSA Public Storage4.33%
VTR Ventas Inc4.03%
HST Host Hotels & Resorts Inc3.68%
GGP General Growth Properties Inc3.48%
UDR UDR Inc3.26%
PPS Post Properties Inc2.86%
AVB AvalonBay Communities Inc2.76%
CPT Camden Property Trust2.73%

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