Australia markets close in 35 minutes

PGIM Quant Solutions Mid-Cap Val R (SDVRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
25.04-0.12 (-0.48%)
At close: 08:00PM EDT

PGIM Quant Solutions Mid-Cap Val R

Newark NJ 07102

655 Broad Street, 17th Floor

Prudential Investment Portfolios, Inc 10

Management information
,Lead manager since 24 April 2014
Stephen Courtney is a Managing Director for QMA working within the Quantitative Equity team, where he serves as both a Senior Portfolio Manager and Co-Head of the Value strategies. In this capacity, he is responsible for portfolio management, analysis and research for the Value strategies. Prior to joining QMA, Stephen was a Director at ClearBridge Investments and its predecessor organizations, where he served as a research analyst and portfolio manager for 26 years. He earned a BA in Political Science from Boston College. He is also a member of the CFA Institute and the New York Society of Security Analysts.
Morningstar style box
Yahoo partners with Morningstar, a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box, which identifies a fund's investment focus, based on the underlying securities in the fund.
https://s.yimg.com/lq/i/fi/3_0stylelargeeq4.gif
Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryMid-Cap Value
Fund familyPGIM Investments
Net assets181.9M
YTD return13.11%
Yield1.40%
Morningstar rating
Inception date28 Nov 2005

Fund operations

Last dividend0.35
Last cap gain-33.00
Holdings turnover70.00%
Average for categoryN/A

Fees and expenses

ExpenseSDVRXCategory average
Annual report expense ratio (net)1.45%1.01%
Prospectus net expense ratio1.45%N/A
Prospectus gross expense ratio5.20%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.38%
Max deferred sales loadN/A1.14%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A