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Prudential US Real Estate Fund Class Z (PJEZX)

12.81
Net Asset Value
-1.91%
1 Day
-9.98%
Year-to-Date
Overall Morningstar Rating
Real estate
Style or Category
No Load
Sales Expenses
1.55%
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-7.18% 3 years+7.07%
3 months-4.96% 5 years--
1 year-0.85% Since inception+11.40%
Data through --

Peer Comparisonvs. Real estate

 PJEZXCategory
Performance 5-yr return--+13.53%
Expense ratio1.55%1.29%
Risk 5 year sharpe ratio--0.81
Net assets$46.3M$1.2B
Average market cap$6.1B$12.7B
Average P/E35.730.9
Portfolio turnover98%98%

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Fund Management and Purchase Info

Fund familyPrudential Investments
Fund manager & tenureMarc Halle / 4 Years
Minimal initial investment$5,000,000.00
Minimum IRA investment--

Holdings

U.S. stock97.55%
International stock1.65%
Cash0.52%
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 Inc7.07%
HCN Health Care REIT Inc6.16%
GGP General Growth Properties Inc4.68%
AVB AvalonBay Communities4.68%
CPT Camden Property Trust3.64%
BEE Strategic Hotels & Resorts Inc3.50%
EQIX Equinix Inc3.38%
NNN National Retail Properties Inc2.83%
FR First Industrial Realty Trust Inc2.76%
BXP Boston Properties2.72%

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