655 Broad Street,
Newark , NJ, 07102-4077
Newark , NJ, 07102-4077
Summary
The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.
The sub-advisor’s investment process starts with companies in the benchmark index and the research team looks for companies with above-average earnings growth.
Next, the team with the help of qualitative research narrows the list to include companies that are estimated to exhibit characteristics for earnings d More
Link
Directors
Nov 13, 2023- Keith F. Hartstein
- Ellen S. Alberding
- Laurie Simon Hodrick
- Linda W. Bynoe
- Kevin J. Bannon
- Grace C. Torres
- Brian K. Reid
- Scott E. Benjamin
- Stuart S. Parker
- Barry H. Evans
Chief Compliance Officer
- Andrew Donohue
Fund Manager(s)
- Benjamin Bryan
- Eric Sartorius
Price
- 52-Week High/Low
- $24.26 - $19.28
- Turnover
- 51%
- Expense Ratio
- 1.56%
Company Name |
Holding |
PGIM Institutional Money Market Fund - D | 7.17 % |
Crowdstrike Holdings Inc | 2.48 % |
HEICO Corp | 2.47 % |
Performance Food Group Co | 2.46 % |
Burlington Stores Inc | 2.38 % |
Microchip Technology Inc | 2.22 % |
Apollo Global Management Inc | 2.1 % |
Datadog Inc | 1.95 % |
Marvell Technology Inc | 1.85 % |
Dexcom Inc | 1.83 % |
More | 1.83 % |
Documents
Performance
YTD
-
3 Year
14.91%
5 Year
-14.87%
Best
16.41%
2023
Worst
-25.07%
2022
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
---|---|---|---|---|---|---|---|---|---|---|
Q1 | - | 3.8% | 8.4% | -10.3% | 1% | -20.1% | 19.7% | 0.8% | - | - |
Q2 | - | - | 6.3% | -21.1% | 7.1% | 29.8% | 5.7% | 4.5% | - | - |
Q3 | - | - | -6% | -1% | -23.2% | -18.3% | -0.2% | 4.5% | - | - |
Q4 | - | - | 8.2% | 6.9% | 3.3% | 22% | -21.2% | -14.8% | -0.3% | - |
J | F | M | A | M | J | J | A | S | O | N | D | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2025 | - | - | - | - | - | - | - | - | - | - | - | - |
2024 | -0.1% | 5.9% | 2.1% | -6.9% | - | - | - | - | - | - | - | - |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | ||
---|---|---|---|---|---|---|---|---|---|---|---|
0% | 1% | 16% | -25% | -14% | 3% | 0% | -9% | 0% | 0% |
Alpha
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
---|---|---|---|---|---|---|---|---|---|---|
PEGEX | - | 1% | 16% | -25% | -14% | 3% | - | -9% | - | - |
Russell Midcap | - | 4% | 25% | -27% | 12% | 35% | 34% | -6% | 24% | 6% |
Alpha | - | -4% | -8% | 2% | -26% | -31% | - | -3% | - | - |