Prudential US Real Estate Fund Class Z (PJEZX)

13.45
Net Asset Value
+0.22%
1 Day
-5.48%
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-3.45% 3 years+8.45%
3 months-9.35% 5 years--
1 year+4.87% Since inception+11.66%
Data through --

Peer Comparisonvs. Real estate

 PJEZXCategory
Performance 5-yr return--+15.05%
Expense ratio1.55%1.30%
Risk 5 year sharpe ratio--0.91
Net assets$41.5M$1.3B
Average market cap$7.0B$12.1B
Average P/E35.834.6
Portfolio turnover98%98%

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Fund Management and Purchase Info

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

Holdings

U.S. stock98.94%
International stock0.78%
Fixed income0.28%
Cash0.00%
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 Inc8.62%
HCN Health Care REIT Inc4.51%
GGP General Growth Properties Inc4.49%
PLD Prologis Inc4.30%
BXP Boston Properties3.78%
AVB AvalonBay Communities3.49%
CPT Camden Property Trust3.11%
PPS Post Properties Inc3.07%
UDR UDR Inc2.73%
BEE Strategic Hotels & Resorts Inc2.65%

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