Prudential Jennison Conservative Growth Fund Class B (TBDBX)

10.88
Net Asset Value
-0.27%
1 Day
+7.94%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
2.11%
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in equity and equity-related securities of companies with market capitalizations comparable to those found in the Russell 1000 Index. It may actively and frequently trade its portfolio securities.

Performance

1 month+1.59% 3 years+20.09%
3 months+4.51% 5 years+14.35%
1 year+24.09% Since inception+1.88%
Data through --

Peer Comparisonvs. Large growth

 TBDBXCategory
Performance 5-yr return+14.35%+17.64%
Expense ratio2.11%1.24%
Risk 5 year sharpe ratio1.001.06
Net assets$236.9M$2.6B
Average market cap$75.8B$69.9B
Average P/E18.122.3
Portfolio turnover148%148%

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Fund Management and Purchase Info

Fund familyPrudential Investments
Fund manager & tenureBlair Boyer / 8 Years
Minimal initial investment$2,500.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock96.31%
International stock3.43%
Cash0.25%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Financial service 15.27%
Hardware 13.45%
Energy 11.92%
Consumer goods 10.56%
Consumer service 10.04%
Top 10 Holdings
Portfolio weighting
AAPL Apple Inc5.20%
SLB Schlumberger NV3.42%
UTX United Technologies Corp2.91%
DIS Walt Disney Co2.87%
GOOGL Google Inc Class A2.85%
MRK Merck & Co Inc2.63%
MS Morgan Stanley2.53%
XOM Exxon Mobil Corporation2.48%
PCLN Priceline Group Inc2.23%
MA MasterCard Inc Class A2.02%

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