Prudential Small Cap Value Fund Class Z (PSVZX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small value
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks above-average capital appreciation. The fund normally invests at least 80% of its investable assets in common stocks and securities convertible into common stocks of small-cap companies, which the advisor considers to be companies with market capitalizations within the market cap range of companies included in the Russell 2000 Index or the Standard & Poor's SmallCap 600 Index. It may invest up to 20% of the fund's assets in foreign securities, including stocks and other equity-related investments and other investment-grade fixed-income securities of foreign issuers.


1 month-1.68% 3 years+19.60%
3 months-2.27% 5 years--
1 year+12.95% Since inception+12.75%
Data through --

Peer Comparisonvs. Small value

Performance 5-yr return--+20.13%
Expense ratio1.04%1.38%
Risk 5 year sharpe ratio1.010.96
Net assets$212.5M$873.5M
Average market cap$1.0B$2.6B
Average P/E14.418.0
Portfolio turnover77%77%

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Fund Management and Purchase Info

Fund familyPrudential Investments
Fund manager & tenureJohn Leib / 7 Years
Minimal initial investment$0.00
Minimum IRA investment--


U.S. stock97.91%
International stock1.33%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
SYA Symetra Financial Corp1.09%
IDA Idacorp Inc1.08%
SANM Sanmina Corp0.98%
AMSG Amsurg Corp0.96%
DLX Deluxe Corp0.96%
BHE Benchmark Electronics Inc0.95%
SGY Stone Energy Corp0.95%
SWX Southwest Gas Corp0.93%
PLXS Plexus Corp0.92%
EDE Empire District Electric Co0.92%

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