Prudential Jennison Conservative Growth Fund Class C (TBDCX)

10.30
Net Asset Value
-0.39%
1 Day
+3.73%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
2.01%
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its investable 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+3.83% 3 years+16.88%
3 months+2.91% 5 years+13.60%
1 year+12.32% Since inception+2.04%
Data through --

Peer Comparisonvs. Large growth

 TBDCXCategory
Performance 5-yr return+13.60%+14.09%
Expense ratio2.01%1.22%
Risk 5 year sharpe ratio0.961.03
Net assets$237.1M$2.7B
Average market cap$72.9B$70.2B
Average P/E18.820.9
Portfolio turnover234%234%

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Fund Management and Purchase Info

Fund familyPrudential Investments
Fund manager & tenureBlair Boyer / 9 Years
Minimal initial investment$2,500.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock90.69%
International stock7.70%
Cash1.61%
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 Apple4.56%
FB Facebook4.17%
DIS Disney3.46%
CELG Celgene2.75%
MS Morgan Stanley2.74%
XOM Exxon Mobil2.04%
MA MasterCard2.03%
VTR Ventas Inc1.67%
BABA Alibaba Group Holding Ltd1.63%
ABC AmerisourceBergen Corp1.58%

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