Nasdaq - Delayed Quote USD

PGIM Quant Solutions Mid-Cap Val Z (SPVZX)

23.30 +0.02 (+0.09%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.65%
5y Average Return 6.45%
Number of Years Up 11
Number of Years Down 7
Best 1Y Total Return (Apr 26, 2024) 37.61%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 37.61%
Worst 3Y Total Return -3.32%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SPVZX
Category
YTD
8.54%
21.28%
1-Month
6.97%
-1.96%
3-Month
8.54%
4.90%
1-Year
22.47%
55.83%
3-Year
7.05%
11.08%
5-Year
8.24%
11.93%
10-Year
6.51%
10.64%
Last Bull Market
62.51%
25.54%
Last Bear Market
-14.58%
-22.08%

Annual Total Return (%) History

Year
SPVZX
Category
2024
--
--
2023
11.62%
--
2022
-9.23%
--
2021
34.61%
--
2020
-6.25%
2.63%
2019
20.05%
25.18%
2018
-19.70%
-12.86%
2017
12.64%
13.22%

2016
21.39%
18.06%
2015
-6.42%
-5.41%
2014
15.14%
9.31%
2013
37.32%
35.14%
2012
14.84%
16.60%
2011
-0.44%
-3.96%
2010
21.06%
21.92%
2009
37.61%
35.41%
2008
-34.89%
-36.77%
2007
-0.61%
0.83%
2006
10.93%
15.87%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.54% -- -- --
2023 -1.07% 4.37% -3.67% 12.22%
2022 2.21% -14.58% -7.24% 12.08%
2021 20.68% 4.33% -0.36% 7.30%
2020 -44.19% 26.11% 4.80% 27.11%
2019 12.12% 0.99% -2.29% 8.51%
2018 -3.50% 0.69% 0.82% -18.03%
2017 3.13% -0.59% 2.69% 6.98%
2016 2.86% 1.02% 5.24% 11.00%
2015 2.77% -2.37% -7.23% 0.54%

2014 4.95% 5.79% -2.09% 5.92%
2013 16.32% 1.97% 6.18% 9.03%
2012 9.51% -4.67% 6.35% 3.43%
2011 8.87% -0.13% -19.06% 13.13%
2010 8.36% -11.02% 12.30% 11.81%
2009 -14.07% 22.06% 23.61% 6.14%
2008 -7.96% 1.84% -8.50% -24.08%
2007 3.29% 5.87% -4.82% -4.50%
2006 5.36% -3.06% -2.31% 11.19%

Rank in Category (By Total Return)

YTD 43
1-Month 10
3-Month 43
1-Year 35
3-Year 66
5-Year 86

Load Adjusted Returns

1-Year 22.47%
3-Year 7.05%
5-Year 8.24%
10-Year 6.51%

Performance & Risk

YTD Return 3.65%
5y Average Return 6.45%
Rank in Category (ytd) 43
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.03
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Value
Fund Family PGIM Investments
Net Assets 196.75M
YTD Return 8.54%
Yield 1.94%
Morningstar Rating
Inception Date Nov 29, 2005

Fund Summary

The fund normally invests at least 80% of its investable assets in equity and equity-related securities of mid-cap companies. The sub-adviser considers mid-cap companies to be companies with market capitalizations within the market cap range of companies included in the Russell Midcap Index (measured at the time of purchase). Most of the fund's assets will typically be invested in U.S. equity and equity-related securities, including up to 25% of its total assets in real estate investment trusts ("REITs").

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