Morningstar

PGIM Target Date 2025 R3 PDEFX

Morningstar Medalist Rating
Medalist Rating as of | See PGIM Investment Hub
  • NAV / 1-Day Return 11.67  /  −0.26 %
  • Total Assets 49.8 Mil
  • Adj. Expense Ratio
    0.600%
  • Expense Ratio 0.600%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Target-Date 2025
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High/Moderate
  • Status Open
  • TTM Yield 2.70%
  • Turnover 26%

USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 12:33 AM GMT+0

Morningstar’s Analysis PDEFX

Will PDEFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PDEFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PDEFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PDEFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

PGIM Target Date 2025 R3's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PDEFX

More PDEFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

PGIM Quant Solutions Large-Cap Index R6

22.72 11.2 Mil
—

PGIM TIPS R6

19.69 9.7 Mil
—

PGIM Total Return Bond R6

14.90 7.3 Mil
—

PGIM Core Conservative Bond R6

11.12 5.5 Mil
—

PGIM Quant Solutions Intl Dev Mkts IdxR6

8.06 4.0 Mil
—

Prudential Invt Portfolios 2

7.90 3.9 Mil
—

PGIM Global Real Estate R6

6.05 3.0 Mil
—

PGIM Quant Solutions Commodity Strats R6

6.00 3.0 Mil
—

PGIM Jennison Small-Cap Core Equity R6

1.79 884,539
—

PGIM Quant Solutions Mid-Cap Index R6

1.78 877,039
—

Sponsor Center