Pgim Jennison Rising Fund Manager Performance Evaluation
| PJDQX Fund | USD 16.99 0.01 0.06% |
The fund holds a Beta of -0.27, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Pgim Jennison are expected to decrease at a much lower rate. During the bear market, Pgim Jennison is likely to outperform the market.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Pgim Jennison Rising has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's basic indicators remain fairly strong which may send shares a bit higher in January 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more| Expense Ratio | 1.0400 |
Pgim |
Pgim Jennison Relative Risk vs. Return Landscape
If you would invest 1,991 in Pgim Jennison Rising on September 28, 2024 and sell it today you would lose (292.00) from holding Pgim Jennison Rising or give up 14.67% of portfolio value over 90 days. Pgim Jennison Rising is currently producing negative expected returns and takes up 2.002% volatility of returns over 90 trading days. Put another way, 17% of traded mutual funds are less volatile than Pgim, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Pgim Jennison Current Valuation
Overvalued
Today
Please note that Pgim Jennison's price fluctuation is not too volatile at this time. At this time, the fund appears to be overvalued. Pgim Jennison Rising holds a recent Real Value of $15.97 per share. The prevailing price of the fund is $16.99. We determine the value of Pgim Jennison Rising from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Pgim Jennison is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pgim Mutual Fund. However, Pgim Jennison's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 16.99 | Real 15.97 | Hype 16.99 |
The intrinsic value of Pgim Jennison's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Pgim Jennison's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Pgim Jennison Rising helps investors to forecast how Pgim mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Pgim Jennison more accurately as focusing exclusively on Pgim Jennison's fundamentals will not take into account other important factors: Pgim Jennison Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pgim Jennison's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pgim Jennison Rising, and traders can use it to determine the average amount a Pgim Jennison's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1148
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| Negative Returns | PJDQX |
Estimated Market Risk
| 2.0 actual daily | 17 83% of assets are more volatile |
Expected Return
| -0.23 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Pgim Jennison is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Pgim Jennison by adding Pgim Jennison to a well-diversified portfolio.
Pgim Jennison Fundamentals Growth
Pgim Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pgim Jennison, and Pgim Jennison fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Pgim Mutual Fund performance.
| Total Asset | 175.14 M | ||||
About Pgim Jennison Performance
Evaluating Pgim Jennison's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pgim Jennison has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Pgim Jennison has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal conditions, at least 80 percent of its investable assets in the equity and equity-related securities of companies that the subadviser expects to experience dividend growth, that is, companies that currently pay dividends and are expected to increase them. It may invest up to 20 percent of its investable assets in the equity and equity-related securities of companies that are not currently paying dividends, but are expected by the subadviser to begin paying them in the future.Things to note about Pgim Jennison Rising performance evaluation
Checking the ongoing alerts about Pgim Jennison for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pgim Jennison Rising help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Pgim Jennison Rising generated a negative expected return over the last 90 days | |
| The fund maintains about 6.47% of its assets in cash |
- Analyzing Pgim Jennison's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Pgim Jennison's stock is overvalued or undervalued compared to its peers.
- Examining Pgim Jennison's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Pgim Jennison's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pgim Jennison's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pgim Jennison's mutual fund. These opinions can provide insight into Pgim Jennison's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pgim Mutual Fund
Pgim Jennison financial ratios help investors to determine whether Pgim 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 Pgim with respect to the benefits of owning Pgim Jennison security.
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