PIBAX : PGIM Balanced Fund- Class A

PIBAX is a Allocation Market All-In-One with HIGH fees.

PIBAX

PGIM Balanced Fund- Class A

FI Score

40 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

6 /10

Category Score

5 /10

Market Size

6 /10

40% FI Score
  • pibax
  • Mutual Fund
  • Allocation
  • All-In-One

PGIM Balanced Fund- Class A

Expenses: 1.00% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks income and long-term growth of capital. 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% to 70% of its total assets in equity and equity-related securities. Under normal circumstances, 30% to 55% of the fund's total assets are invested in fixed income securities. It may invest up to 15% of its total assets in equity-related securities of small companies.

Largest Holdings

Amount Holding
2.84% Microsoft Corp
2.59% Apple Inc
1.30% Amazon.com Inc
1.26% Facebook Inc A
0.84% Procter & Gamble Co
0.80% Intel Corp
0.80% Alphabet Inc A
0.71% Alphabet Inc Class C
0.70% AT&T Inc
0.68% Merck & Co Inc
0.58% Bristol-Myers Squibb Company
0.55% United States Treasury Bonds 3.62%
0.54% Accenture PLC Class A
0.54% U.S. Treasury Bond Stripped Principal Payment 0%
0.54% U.S. Treasury Security Stripped Interest Security 0%
0.53% Medtronic PLC
0.51% NVIDIA Corp
0.49% Oracle Corp
0.49% United States Treasury Bonds 3.62%
0.49% Verizon Communications Inc
0.47% Cigna Corp
0.47% AbbVie Inc
0.46% Bank of America Corp
0.45% Citigroup Inc
0.45% Lowe's Companies Inc

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