PGIM Income Builder Fund-Class B (PBCFX)

9.39
Net Asset Value
0.00%
1 Day
+10.34%
Year-to-Date
Overall Morningstar Rating
Tactical allocation
Style or Category
No Load
Sales Expenses
3.06%
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks income and long-term capital growth. The fund seeks to achieve its investment objectives by investing in a diversified portfolio consisting of a wide variety of income-oriented investments and strategies within the equity and fixed income market segments. It may invest approximately 20% to 80% of its total assets in equity and equity-related securities. The fund also may invest approximately 20% to 80% of its total assets in fixed income investments.

Performance

1 month+1.17% 3 years+5.26%
3 months+5.60% 5 years+3.05%
1 year+4.40% Since inception+4.42%
Data through --

Peer Comparisonvs. Tactical allocation

 PBCFXCategory
Performance 5-yr return+3.05%+3.06%
Expense ratio3.06%1.64%
Risk 5 year sharpe ratio0.320.32
Net assets$397.9M$455.7M
Average market cap$25.1B$60.2B
Average P/E18.517.7
Portfolio turnover114%114%

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Fund Management and Purchase Info

Fund familyPGIM Funds (Prudential)
Fund manager & tenureCathy Hepworth / 4 Years
Minimal initial investment$2,500.00
Minimum IRA investment--

Holdings

Fixed income46.76%
U.S. stock30.50%
Other12.14%
International stock8.88%
Cash1.72%
Top 5 Sectors
Portfolio weighting
Financial service 17.26%
Industrial materials 15.62%
Consumer service 12.65%
Energy 8.74%
Healthcare 8.41%
Top 10 Holdings
Portfolio weighting
PTRQX PGIM Total Return Bond Fund -Class R67.84%
PGX Invesco Preferred ETF6.02%
HYSQX PGIM Short Duration High Yield Income Fund- Class R64.44%
CWB SPDR® Bloomberg Barclays Convertible Securities ETF3.41%
WMB Williams Companies1.55%
CQP Cheniere Energy Partners LP1.06%
OKE ONEOK Inc0.88%
ET Energy Transfer LP0.86%
EPD Enterprise Products Partners LP0.84%
MGP MGM Growth Properties LLC0.74%