3 / 5 Stars
4 4 4 3 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#37 in Moderate Allocation
U.S. News evaluated 233 Moderate Allocation 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 17.93 percent over the past year, 11.47 percent over the past three years, 13.54 percent over the past five years, and 6.36 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.5%|
|3 Years (Annualized)||11.5%|
|5 Years (Annualized)||13.5%|
|10 Years (Annualized)||6.4%|
The investment seeks income and long-term growth of capital. The fund invests in a portfolio of equity, fixed-income and money market securities which is actively managed to capitalize on opportunities created by perceived misvaluation. It will invest 45% to 70% of its total assets in equity and equity-related securities. The fund invests 30% to 55% of total assets in fixed-income securities. It may invest up to 15% of total assets in equity-related securities of small companies.
Fees are Above Average compared to funds in the same category.
Prudential Asset Allocation has an expense ratio of 1.22 percent.
Risk is Average compared to funds in the same category according to Morningstar.