PGIM Income Builder Fund-Class B (PBCFX)
| 9.54 Net Asset Value | +0.21% 1 Day | +12.10% Year-to-Date | Overall Morningstar Rating |
| Allocation--30% to 50% equity Style or Category | No Load Sales Expenses | 3.06% Expense Ratio | Above 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 | +0.31% | 3 years | +5.30% | |
| 3 months | +0.98% | 5 years | +3.17% | |
| 1 year | +11.85% | Since inception | +4.48% |
Data through --
Peer Comparisonvs. Allocation--30% to 50% equity
| PBCFX | Category | |
|---|---|---|
| Performance 5-yr return | +3.17% | +4.18% |
| Expense ratio | 3.06% | 1.09% |
| Risk 5 year sharpe ratio | 0.30 | 0.58 |
| Net assets | $413.8M | $2.0B |
| Average market cap | $26.8B | $78.5B |
| Average P/E | 16.4 | 18.8 |
| Portfolio turnover | 114% | 114% |
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Fund Management and Purchase Info
| Fund family | PGIM Funds (Prudential) |
| Fund manager & tenure | Cathy Hepworth / 5 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | -- |
Holdings
| Fixed income | 40.32% |
| U.S. stock | 30.75% |
| International stock | 14.18% |
| Other | 11.27% |
| Cash | 3.47% |
Top 5 SectorsPortfolio weighting
| Financial service | 17.26% |
| Industrial materials | 15.62% |
| Consumer service | 12.65% |
| Energy | 8.74% |
| Healthcare | 8.41% |
Top 10 HoldingsPortfolio weighting
| CWB SPDR® Bloomberg Barclays Convertible Securities ETF | 5.45% |
| PTRQX PGIM Total Return Bond Fund -Class R6 | 5.04% |
| HYSQX PGIM Short Duration High Yield Income Fund- Class R6 | 4.97% |
| PGX Invesco Preferred ETF | 3.01% |
| PQIN PGIM QMA Strategic Alpha International Equity ETF | 2.60% |
| WMB Williams Companies | 1.44% |
| OKE ONEOK Inc | 1.07% |
| EPD Enterprise Products Partners LP | 0.91% |
| KMI Kinder Morgan | 0.87% |
| ET Energy Transfer LP | 0.87% |
