Prudential QMA Stock Index Fund

Seeks to provide results that mirror the price and yield of the Standard & Poor's 500 Index. The Fund may be suitable for investors looking for a core holding that includes a diverse mix of companies across a broad range of industries and sectors.

 
 

Growth of $10,000

 
 
Past performance does not guarantee future results and current performance may be lower or higher than the past performance data quoted. The investment return and principal value will fluctuate, and shares, when sold, may be worth more or less than the original cost. This chart represents historical performance and does not assume the effects of sales charges. If shown with sales charges, performance would have been lower. It is not possible to invest directly in an index. Click here to view benchmark index definitions.


Morningstar Ratings as of 10/31/2017

      4 stars
Class I and Z Shares    

Morningstar Overall RatingTM out of 1,214 Large Blend funds.
Morningstar measures risk-adjusted returns. The overall rating is a weighted average based on the Fund's 3-, 5-, and 10-year star rating.


Portfolio Attributes as of 10/31/2017

Largest Holdings (% of Assets)
Apple
3.9 %
Microsoft
2.9
Amazon.com
2.0
Facebook
1.9
Johnson & Johnson
1.7
Berkshire Hathaway
1.6
JPMorgan Chase
1.6
Exxon Mobil
1.6
Alphabet - Class A
1.4
Alphabet
1.4
Top Ten (of 507) 20.0
Sector Breakdown (% of Assets)
Information Technology
24.0 %
Financials
14.4
Healthcare
13.8
Consumer Discretionary
11.6
Industrials
9.8
Consumer Staples
7.8
Energy
5.8
Utilities
3.1
Materials
3.0
Real Estate
2.8
Telecom. Services
1.9
Not Classified
0.2
Cash/Equiv
1.9
All data is unaudited and subject to change. Holdings/allocations may vary. This is not a recommendation to buy or sell any security listed. Largest holdings excludes cash, cash equivalents, money market funds and enhanced cash strategies.


Morningstar Ratings as of 10/31/2017

ClassOverall 3-Year5-Year10-Year
A3 stars
out of 1,214 funds
4 stars
out of 1,214 funds
3 stars
out of 1,078 funds
3 stars
out of 794 funds
C3 stars
out of 1,214 funds
3 stars
out of 1,214 funds
3 stars
out of 1,078 funds
3 stars
out of 794 funds
I4 stars
out of 1,214 funds
4 stars
out of 1,214 funds
4 stars
out of 1,078 funds
4 stars
out of 794 funds
Z4 stars
out of 1,214 funds
4 stars
out of 1,214 funds
4 stars
out of 1,078 funds
4 stars
out of 794 funds

Source: Morningstar. The Morningstar Rating may not be calculated based on its share class adjusted historical returns. If so, this investment's independent Morningstar Rating metric uses the fund's oldest share class to determine its hypothetical rating for certain time periods. The Morningstar Rating for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. 2017 Morningstar, Inc. All rights reserved. The information contained herein (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance does not guarantee future results.


Key Fund Details

 
ClassFund IDCusipTicker
A057374441F108PSIAX
C037974441F306PSICX
I059874441F405PDSIX
Q116274441F702PQSIX
Z016574441F504PSIFX
 

 
Fund Statistics
Avg Weighted Market Cap ($mil)
170,285.7
Beta (3 Year)
1.00
P/E (Price/Earnings) Ratio
22.0
Standard Deviation (3-Year)
9.92
Turnover Ratio (12-month %)
4

 
 
The Fund may invest in derivative securities, which may carry market, credit, and liquidity risks. The Fund may use hedging techniques to enhance return. Diversification does not assure a profit or loss in declining markets.These risks may result in greater share price volatility. There is no guarantee the Fund's objective will be achieved.


Average weighted market capitalization is the average market capitalization of stocks in a fund, each weighted by its proportion of assets. Beta measures a fund's sensitivity to changes in the overall market relative to its benchmark. The P/E ratio (Source: Morningstar, Inc.) relates the price of a stock to the per-share earnings of the company. P/E is calculated using a harmonic weighted average, which excludes outliers that can easily skew results. Standard deviation depicts how widely returns vary around its average and is used to understand the range of returns most likely for a given fund. A higher standard deviation generally implies greater volatility. Turnover ratio is the rate of trading in a portfolio, higher values imply more frequent trading. Beta is benchmarked against the S&P 500, an unmanaged index, which is a broad indicator of domestic stock price movements. An investment cannot be made directly in an index. Due to data availability, statistics may not be as of the current reporting period.

Source: Benchmarks and statistics, Lipper Inc. All other data from PGIM, Inc. (PGIM). Source of Sector classification: S&P/MSCI.


Class Q and Z shares may be available to group retirement plans and institutional investors through certain retirement, mutual fund wrap and asset allocation programs, and to institutions at an investment minimum of $5,000,000. Performance by share class may vary. Other share classes, which contain either a sales load or a contingent deferred sales charge, are also available. These expenses could lower total fund return. Please see the prospectus for additional information about fees, expenses and investor eligibility requirements.

Consider a fund's investment objectives, risks, charges and expenses carefully before investing. The prospectus and summary prospectus contain this and other information about the fund. For more information about a fund, click on the prospectus or summary prospectus link above. Read them carefully before investing.

Mutual funds are distributed by Prudential Investment Management Services LLC, a Prudential Financial company and member SIPC. QMA is the primary business name of Quantitative Management Associates LLC, a wholly owned subsidiary of PGIM, a Prudential Financial company. The Prudential logo and the Rock symbol are service marks of Prudential Financial, Inc. and its related entities, registered in many jurisdictions worldwide.

This material is being provided for informational or educational purposes only and does not take into account the investment objectives or financial situation of any client or prospective clients. The information is not intended as investment advice and is not a recommendation about managing or investing your retirement savings. Clients seeking information regarding their particular investment needs should contact a financial professional.

Mutual funds are not insured by the FDIC or any federal government agency, are not a deposit of or guaranteed by any bank or any bank affiliate, and may lose value.


Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.


0251889-00014-00    Ed. 11/2017

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Past performance does not guarantee future results and current performance may be lower or higher than the past performance data quoted. The investment return and principal value will fluctuate, and shares, when sold, may be worth more or less than the original cost. This chart represents historical performance and does not assume the effects of sales charges. If shown with sales charges, performance would have been lower. Click here to view the most recent Monthly Performance.