Prudential US Real Estate Fund Class Z (PJEZX)

15.02
Net Asset Value
-2.09%
1 Day
+5.55%
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+4.02% 3 years+15.41%
3 months+11.75% 5 years--
1 year+33.97% Since inception+13.50%
Data through --

Peer Comparisonvs. Real estate

 PJEZXCategory
Performance 5-yr return--+16.16%
Expense ratio1.74%1.31%
Risk 5 year sharpe ratio--1.00
Net assets$41.7M$1.3B
Average market cap$8.1B$12.2B
Average P/E37.438.2
Portfolio turnover66%66%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

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

Holdings

U.S. stock94.44%
Cash4.71%
International stock0.57%
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 Inc9.52%
HCN Health Care REIT, Inc.4.26%
PSA Public Storage3.83%
BXP Boston Properties Inc3.60%
CPT Camden Property Trust3.35%
GGP General Growth Properties Inc2.99%
AVB AvalonBay Communities Inc2.88%
PPS Post Properties Inc2.74%
UDR UDR Inc2.67%
DRE Duke Realty Corp2.52%

Most stock quote data provided by BATS. Market indices are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer.

Morningstar: © 2015 Morningstar, Inc. All Rights Reserved.

Factset: FactSet Research Systems Inc. 2015. All rights reserved.

Chicago Mercantile Association: Certain market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved.

Dow Jones: The Dow Jones branded indices are proprietary to and are calculated, distributed and marketed by DJI Opco, a subsidiary of S&P Dow Jones Indices LLC and have been licensed for use to S&P Opco, LLC and CNN. Standard & Poor's and S&P are registered trademarks of Standard & Poor’s Financial Services LLC and Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC. All content of the Dow Jones branded indices © S&P Dow Jones Indices LLC 2015 and/or its affiliates.