Nasdaq - Delayed Quote USD

PGIM Target Date 2040 R4 (PDHGX)

12.30 +0.09 (+0.74%)
At close: 8:05 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.91%
5y Average Return 7.45%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (Apr 22, 2024) 22.61%
Worst 1Y Total Return (Apr 22, 2024) --
Best 3Y Total Return 22.61%
Worst 3Y Total Return 3.72%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PDHGX
Category
YTD
5.55%
10.80%
1-Month
2.66%
1.06%
3-Month
5.55%
6.14%
1-Year
16.48%
33.59%
3-Year
5.33%
12.99%
5-Year
8.59%
12.87%
10-Year
0.00%
9.72%
Last Bull Market
30.95%
19.05%
Last Bear Market
-12.75%
-17.54%

Annual Total Return (%) History

Year
PDHGX
Category
2024
--
--
2023
15.87%
--
2022
-14.56%
--
2021
17.91%
--
2020
10.77%
14.56%
2019
22.61%
23.19%
2018
-7.56%
-7.74%
2017
19.07%
19.52%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.55% -- -- --
2023 5.00% 3.96% -2.97% 9.39%
2022 -3.48% -12.75% -6.10% 8.05%
2021 5.43% 6.11% -0.42% 5.84%
2020 -19.71% 16.68% 5.58% 12.00%
2019 10.81% 3.01% 0.52% 6.87%
2018 -0.95% 1.57% 3.62% -11.33%
2017 5.36% 2.98% 4.38% 5.13%

Rank in Category (By Total Return)

YTD 86
1-Month 84
3-Month 86
1-Year 83
3-Year 17
5-Year 69

Load Adjusted Returns

1-Year 16.48%
3-Year 5.33%
5-Year 8.59%
10-Year --

Performance & Risk

YTD Return 1.91%
5y Average Return 7.45%
Rank in Category (ytd) 86
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.12
Morningstar Risk Rating

Fund Overview

Category Target-Date 2040
Fund Family PGIM Investments
Net Assets 38.26M
YTD Return 5.55%
Yield 1.94%
Morningstar Rating
Inception Date Dec 13, 2016

Fund Summary

The fund pursues its objective by investing in a diversified portfolio of other mutual funds within the PGIM fund family (collectively, "underlying funds") that represent various asset classes and sectors. It will invest in underlying funds that provide exposure to equity, fixed income and non-traditional asset classes. The fund is designed for investors expecting to retire in or close to the year 2040 (the "target date").

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