Prudential US Real Estate Fund Class Z (PJEZX)

Net Asset Value
1 Day
Overall Morningstar Rating
Real estate
Style or Category
No Load
Sales Expenses
Expense Ratio
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.


1 month+0.64% 3 years+0.03%
3 months-7.71% 5 years+5.63%
1 year-1.64% Since inception+7.46%
Data through --

Peer Comparisonvs. Real estate

Performance 5-yr return+5.63%+8.68%
Expense ratio1.53%1.20%
Risk 5 year sharpe ratio0.410.45
Net assets$20.4M$1.2B
Average market cap$7.1B$13.0B
Average P/E24.533.1
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--


U.S. stock99.68%
Fixed income0.32%
International stock0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
SPG Simon Property Group Inc4.61%
AVB AvalonBay Communities4.43%
EQIX Equinix Inc4.10%
WELL Welltower Inc3.80%
ELS Equity LifeStyle Properties Inc3.70%
FCEA Forest City Realty Trust Inc3.53%
DRE Duke Realty Corp3.40%
HPP Hudson Pacific Properties Inc3.37%
EQR Equity Residential3.13%
CPT Camden Property Trust2.83%