Prudential Small Cap Value Fund Class Z (PSVZX)

17.92
Net Asset Value
+0.34%
1 Day
-4.63%
Year-to-Date
Overall Morningstar Rating
Small value
Style or Category
No Load
Sales Expenses
1.05%
Expense Ratio
Above Average
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 managers consider 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.

Performance

1 month+2.46% 3 years+19.62%
3 months+4.31% 5 years--
1 year+10.19% Since inception+11.78%
Data through --

Peer Comparisonvs. Small value

 PSVZXCategory
Performance 5-yr return--+13.57%
Expense ratio1.05%1.38%
Risk 5 year sharpe ratio0.960.90
Net assets$211.6M$855.4M
Average market cap$1.1B$2.5B
Average P/E14.818.2
Portfolio turnover89%89%

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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. stock97.38%
International stock1.83%
Cash0.79%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
IDA Idacorp Inc1.20%
SWX Southwest Gas Corp1.02%
EDE Empire District Electric Co1.00%
SANM Sanmina Corp0.99%
DLX Deluxe Corp0.99%
LHO LaSalle Hotel Properties0.98%
MGLN Magellan Health Inc0.91%
NP Neenah Paper Inc0.91%
PLXS Plexus Corp0.91%
BHE Benchmark Electronics Inc0.88%

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