2 / 5 Stars
2 3 3 4 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#247 in Large Blend
U.S. News evaluated 486 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 21.64 percent over the past year, 10.48 percent over the past three years, 17.57 percent over the past five years, and 7.28 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.7%|
|3 Years (Annualized)||10.5%|
|5 Years (Annualized)||17.6%|
|10 Years (Annualized)||7.3%|
The investment seeks capital appreciation. The fund normally invests at least 65% of its total assets in the equity and equity-related securities of companies that the adviser believes will provide investment returns above those of the Russell 1000 Value Index and, over the long term, the Standard & Poor's 500 Composite Stock Price Index (S&P 500 Index). It follows a value investment style. Most of the investments are in large capitalization companies, which are companies with market capitalizations (measured at the time of purchase) of $1 billion or more.
Fees are Above Average compared to funds in the same category.
Prudential Jennison Value has an expense ratio of 1.09 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.