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 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.


1 month-1.98% 3 years+18.90%
3 months+0.27% 5 years--
1 year+9.87% Since inception+11.50%
Data through --

Peer Comparisonvs. Small value

Performance 5-yr return--+12.55%
Expense ratio1.05%1.37%
Risk 5 year sharpe ratio0.770.70
Net assets$210.1M$832.3M
Average market cap$1.1B$2.7B
Average P/E14.619.6
Portfolio turnover89%89%

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 & tenureDeborah Woods / 8 Years
Minimal initial investment$0.00
Minimum IRA investment--


U.S. stock97.54%
International stock1.59%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
IDA Idacorp Inc1.13%
DLX Deluxe Corp1.12%
CTB Cooper Tire & Rubber Co1.06%
FFG FBL Financial Group Inc0.99%
CACI CACI International Inc0.99%
SANM Sanmina Corp0.97%
FDP Fresh Del Monte Produce Inc0.94%
WSTC West Corp0.93%
NAVG Navigators Group Inc0.92%
BHE Benchmark Electronics Inc0.91%

To view my watchlist

Not a member yet?

Sign up now for a free account