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-and large-size companies in the United States.
The sub-advisor’s investment process uses quantitative techniques and fundamental analysis to identify investment opportunities.
The sub-advisor looks for companies displaying sustainable above-market growth in revenues, earnings, and cash flows.
The fund participates in the initial public More
Link
Directors
May 11, 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
- Isabelle Sajous
Fund Manager(s)
Price
- 52-Week High/Low
- $31.69 - $23.87
- Turnover
- 67%
- Expense Ratio
- 0.80%
Company Name |
Holding |
| Amazon.com Inc | 8.32 % |
| Apple Inc | 6.13 % |
| Eli Lilly & Co | 4.68 % |
| MercadoLibre Inc | 3.12 % |
| Novo Nordisk A/S | 3.01 % |
| Costco Wholesale Corp | 2.77 % |
| LVMH Moet Hennessy Louis Vuitt | 1.86 % |
| Alphabet Inc | 1.73 % |
| ServiceNow Inc | 1.69 % |
| Tesla Inc | 1.58 % |
| More | 1.58 % |
Advisor
Documents
Performance
YTD
-
3 Year
53.39%
5 Year
67.55%
Best
54.49%
2020
Worst
-40.55%
2022
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | - | 13.9% | 19.8% | -14.8% | -6.1% | -13% | 18.8% | 8% | 10.3% | -6.8% |
| Q2 | - | -1.4% | 14.4% | -27.1% | 11.2% | 39.7% | 2.5% | 9.8% | 7.1% | -2% |
| Q3 | - | - | -3.8% | -2.2% | -12.9% | 6.9% | -4.1% | 5.3% | 8.4% | 8.3% |
| Q4 | - | - | 14.7% | -2.2% | 2.3% | 18.9% | 5.6% | -16.8% | 6.6% | -2.4% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | - | - | - | - | - | - | - | - | - | - | - | - |
| 2024 | 4.6% | 8.1% | 0.7% | -4.1% | - | - | - | - | - | - | - | - |
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 0% | 9% | 53% | -41% | -7% | 55% | 26% | 3% | 36% | -4% |
Alpha
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| SPFZX | - | 9% | 53% | -41% | -7% | 55% | 26% | 3% | 36% | -4% |
| Russell 1000 | - | -8% | 36% | -27% | 27% | 37% | 35% | -3% | 28% | 5% |
| Alpha | - | 17% | 17% | -14% | -34% | 17% | -9% | 5% | 8% | -9% |