Prudential Financial Services Fund Quote

PFSZX Fund  USD 24.23  0.52  2.19%   

Performance

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Odds Of Distress

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Prudential Financial is trading at 24.23 as of the 24th of March 2025; that is 2.19% up since the beginning of the trading day. The fund's open price was 23.71. Prudential Financial has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 24th of December 2024 and ending today, the 24th of March 2025. Click here to learn more.
The fund normally invests at least 80 percent of its investable assets in equity and equity-related securities of financial services related companies. It invests primarily in securities of issuers in the United States, although it may also invest in securities of issuers in countries throughout the world. More on Prudential Financial Services

Moving together with Prudential Mutual Fund

  0.61PWJZX Prudential JennisonPairCorr
  0.63PWJAX Prudential JennisonPairCorr
  0.63PWJCX Prudential JennisonPairCorr

Prudential Mutual Fund Highlights

Fund ConcentrationPGIM Investments Funds, Large Value Funds, Financial Funds, Financial, PGIM Investments, Large Blend, Financial (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date27th of January 2023
Fiscal Year EndNovember
Prudential Financial Services [PFSZX] is traded in USA and was established 24th of March 2025. Prudential Financial is listed under PGIM Investments category by Fama And French industry classification. The fund is listed under Financial category and is part of PGIM Investments family. This fund at this time has accumulated 117.85 M in assets with no minimum investment requirementsPrudential Financial is currently producing year-to-date (YTD) return of 5.97% with the current yeild of 0.01%, while the total return for the last 3 years was 12.26%.
Check Prudential Financial Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Prudential Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Prudential Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Prudential Financial Services Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Prudential Financial Services Mutual Fund Constituents

PNFPPinnacle Financial PartnersStockFinancials
COFCapital One FinancialStockFinancials
MCOMoodysStockFinancials
VVisa Class AStockFinancials
TFCTruist Financial CorpStockFinancials
SPGISP GlobalStockFinancials
RNRRenaissancere HoldingsStockFinancials
PYPLPayPal HoldingsStockFinancials
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Prudential Financial Risk Profiles

Prudential Financial Against Markets

Other Information on Investing in Prudential Mutual Fund

Prudential Financial financial ratios help investors to determine whether Prudential Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Prudential with respect to the benefits of owning Prudential Financial security.
Commodity Channel
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Portfolio Rebalancing
Analyze risk-adjusted returns against different time horizons to find asset-allocation targets