Morningstar

PGIM 60/40 Allocation Fund-Class R6 PALDX

Morningstar Medalist Rating
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Medalist Rating as of See PGIM Investment Hub
  • NAV / 1-Day Return $15.22  /  +0.46 %
  • Fund Size $161.9M
  • Adjusted Expense Ratio 0.400%
  • Net Expense Ratio 0.010%
  • Fee Level: Distribution Low
  • Share Class Type Retirement, Large
  • Morningstar Category Moderate Allocation
  • Equity Style Box (Funds) Large Value
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 3.12%
  • Turnover Ratio 58%
NAV and 1-Day Return as of

Morningstar’s Analysis PALDX

Will PALDX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PALDX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PALDX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PALDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

PGIM 60/40 Allocation R6 holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings PALDX

More PALDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

PGIM Quant Solutions Large-Cap Cor Eq R6

60.65 96M
—

PGIM Total Return Bond ETF

39.25 62M
—

Prudential Invt Portfolios 2

0.08 132,131
—

Us Dollar

0.01 22,856
Cash and Equivalents

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