Prudential US Real Estate Fund Class Z (PJEZX)

11.47
Net Asset Value
+0.44%
1 Day
-4.18%
Year-to-Date
Overall Morningstar Rating
Real estate
Style or Category
No Load
Sales Expenses
1.53%
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 the 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+5.13% 3 years+3.21%
3 months+5.94% 5 years+4.99%
1 year+0.67% Since inception+8.08%
Data through --

Peer Comparisonvs. Real estate

 PJEZXCategory
Performance 5-yr return+4.99%+5.55%
Expense ratio1.53%1.20%
Risk 5 year sharpe ratio0.350.39
Net assets$21.2M$1.3B
Average market cap$6.9B$12.5B
Average P/E28.229.7
Portfolio turnover122%122%

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Fund Management and Purchase Info

Fund familyPrudential Funds (PGIM Investments)
Fund manager & tenureMarc Halle / 7 Years
Minimal initial investment$5,000,000.00
Minimum IRA investment--

Holdings

U.S. stock99.77%
Fixed income0.23%
International stock0.00%
Cash0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
WELL Welltower Inc5.60%
AVB AvalonBay Communities5.17%
HPP Hudson Pacific Properties Inc4.59%
MAC Macerich Co4.41%
ELS Equity LifeStyle Properties Inc3.94%
DRE Duke Realty Corp3.57%
EQR Equity Residential3.49%
EQIX Equinix Inc3.22%
CPT Camden Property Trust3.20%
FCEA Forest City Realty Trust Inc2.85%