Prudential Small Cap Value Fund Class Z (PSVZX)

19.60
Net Asset Value
-0.46%
1 Day
+4.31%
Year-to-Date
Overall Morningstar Rating
Small value
Style or Category
No Load
Sales Expenses
1.04%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks above-average capital appreciation. The fund normally invests at least 80% of 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. The fund may also invest up to 25% of fund assets in real estate investment trusts.

Performance

1 month-0.76% 3 years+22.66%
3 months+5.55% 5 years--
1 year+16.81% Since inception+11.74%
Data through --

Peer Comparisonvs. Small value

 PSVZXCategory
Performance 5-yr return--+20.13%
Expense ratio1.04%1.38%
Risk 5 year sharpe ratio1.000.96
Net assets$205.2M$832.0M
Average market cap$1.1B$2.5B
Average P/E15.116.1
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--

Holdings

U.S. stock98.10%
International stock1.53%
Cash0.37%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
SGY Stone Energy Corp1.11%
IDA Idacorp Inc1.10%
SYA Symetra Financial Corp1.03%
DLX Deluxe Corp0.97%
PLXS Plexus Corp0.96%
PTP Platinum Underwriters Holdings Ltd0.96%
BHE Benchmark Electronics0.95%
MGLN Magellan Health Inc0.94%
SWX Southwest Gas Corp0.93%
EDE Empire District Electric Co0.91%

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