Prudential Balanced Fund Quote
| PIBQX Fund | USD 18.91 0.10 0.53% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Prudential Balanced is trading at 18.91 as of the 1st of December 2024; that is 0.53 percent decrease since the beginning of the trading day. The fund's open price was 19.01. Prudential Balanced has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Prudential Balanced are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 10th of June 2023 and ending today, the 1st of December 2024. Click here to learn more.
The fund invests in a portfolio of equity, fixed-income and money market securities that is actively managed to capitalize on opportunities created by perceived misvaluation. It will invest 45 percent to 70 percent of its total assets in equity and equity-related securities. More on Prudential Balanced
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Moving against Prudential Mutual Fund
Prudential Mutual Fund Highlights
| Update Date | 30th of September 2024 |
Prudential Balanced [PIBQX] is traded in USA and was established 1st of December 2024. Prudential Balanced is listed under PGIM Funds (Prudential) category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of PGIM Funds (Prudential) family. This fund at this time has accumulated 786.99 M in assets with no minimum investment requirementsPrudential Balanced is currently producing year-to-date (YTD) return of 14.71% with the current yeild of 0.02%, while the total return for the last 3 years was 4.55%.
Check Prudential Balanced 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 Balanced 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 Balanced Mutual Fund Constituents
| V | Visa Class A | Stock | Financials | |
| VZ | Verizon Communications | Stock | Communication Services | |
| CVX | Chevron Corp | Stock | Energy | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| WMT | Walmart | Stock | Consumer Staples | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| T | ATT Inc | Stock | Communication Services |
Prudential Balanced Risk Profiles
| Mean Deviation | 0.3531 | |||
| Semi Deviation | 0.4322 | |||
| Standard Deviation | 0.4602 | |||
| Variance | 0.2117 |
Prudential Balanced Against Markets
Other Information on Investing in Prudential Mutual Fund
Prudential Balanced 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 Balanced security.
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