Breaking News
Get 50% Off 0
🤼 Nvidia vs DeepSeek: How does the latest AI battle impact your stocks?
See Breaking News
Close

Pgim Balanced Fund- Class R (0P000039KQ)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
17.760 -0.000    0.00%
24/01 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 35.45K
Prudential Balanced Fund Class R 17.760 -0.000 0.00%

0P000039KQ Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Prudential Balanced Fund Class R (0P000039KQ) fund. Our Prudential Balanced Fund Class R portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 1.490 8.090 6.600
Shares 60.680 60.690 0.010
Bonds 37.240 37.370 0.130
Preferred 0.510 0.510 0.000
Other 0.090 0.140 0.050

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 16.813 18.714
Price to Book 2.877 3.250
Price to Sales 1.754 2.260
Price to Cash Flow 11.124 12.642
Dividend Yield 1.971 1.937
5 Years Earnings Growth 11.572 11.257

Sector Allocation

Name  Net % Category Average
Technology 28.300 24.086
Financial Services 15.130 15.449
Healthcare 11.250 12.799
Consumer Cyclical 10.070 9.995
Industrials 9.930 10.279
Communication Services 8.730 7.447
Consumer Defensive 5.970 6.106
Energy 3.310 4.932
Real Estate 2.780 4.395
Basic Materials 2.360 3.304
Utilities 2.170 3.262

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 1,898

Number of short holdings: 146

Name ISIN Weight % Last Change %
  Apple US0378331005 3.51 228.37 +2.51%
  NVIDIA US67066G1040 3.36 120.25 -15.69%
  Microsoft US5949181045 2.62 427.77 -3.67%
  Amazon.com US0231351067 1.91 232.86 -0.85%
  Meta Platforms US30303M1027 1.11 655.01 +1.16%
  Alphabet A US02079K3059 1.03 193.46 -3.37%
  Alphabet C US02079K1079 0.89 195.38 -3.23%
United States Treasury Bonds 3% - 0.78 - -
  Tesla US88160R1014 0.75 399.45 -1.75%
  JPMorgan US46625H1005 0.69 264.00 -0.32%

Top Equity Funds by PGIM Investments

  Name Rating Total Assets YTD% 3Y% 10Y%
  Prudential Jennison Growth Z 4.51B 30.57 7.61 16.15
  Prudential Jennison Global Opps Z 3.38B 22.25 1.49 14.43
  Prudential Jennison Utility A 2.84B 27.89 7.12 8.10
  Prudential Jennison Small Company Q 2.17B 14.18 1.37 9.81
  Prudential Jennison Growth A 2.11B 30.22 7.29 15.80
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P000039KQ Comments

Write your thoughts about Pgim Balanced Fund- Class R
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email