Prudential Utility Fund Quote
PRUZX Fund | USD 15.13 0.11 0.72% |
PerformanceVery Weak
| Odds Of DistressLow
|
Prudential Utility is trading at 15.13 as of the 22nd of March 2025; that is 0.72% down since the beginning of the trading day. The fund's open price was 15.24. Prudential Utility has about a 23 % 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 22nd of December 2024 and ending today, the 22nd 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 and investment-grade debt securities of utility companies. The term investable assets refers to the funds net assets plus any borrowings for investment purposes. More on Prudential Utility Fund
Moving against Prudential Mutual Fund
Prudential Mutual Fund Highlights
Fund Concentration | PGIM Investments Funds, Large Funds, Utilities Funds, Utilities, PGIM Investments (View all Sectors) |
Update Date | 31st of March 2025 |
Expense Ratio Date | 27th of January 2023 |
Fiscal Year End | November |
Prudential Utility Fund [PRUZX] is traded in USA and was established 22nd of March 2025. Prudential Utility is listed under PGIM Investments category by Fama And French industry classification. The fund is listed under Utilities category and is part of PGIM Investments family. This fund at this time has accumulated 3.14 B in assets with no minimum investment requirementsPrudential Utility is currently producing year-to-date (YTD) return of 1.01% with the current yeild of 0.02%, while the total return for the last 3 years was 8.81%.
Check Prudential Utility 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 Utility Fund 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 Utility Fund Mutual Fund Constituents
EIX | Edison International | Stock | Utilities | |
ATO | Atmos Energy | Stock | Utilities | |
EVRG | Evergy, | Stock | Utilities | |
NRG | NRG Energy | Stock | Utilities | |
AWK | American Water Works | Stock | Utilities | |
XEL | Xcel Energy | Stock | Utilities | |
FE | FirstEnergy | Stock | Utilities | |
TRGP | Targa Resources | Stock | Energy |
Prudential Utility Risk Profiles
Mean Deviation | 0.9613 | |||
Standard Deviation | 1.47 | |||
Variance | 2.17 | |||
Risk Adjusted Performance | (0.07) |
Prudential Utility Against Markets
Other Information on Investing in Prudential Mutual Fund
Prudential Utility 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 Utility security.
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