PGIM Jennison Blend Fund

Shareclass

PGIM Jennison Blend A (PBQAX)

Type

Open-end mutual fund

Manager

PGIM Investments

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

50.5

percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 1,258 out of 2,541 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. L'Oreal SA
0.29% of assets
$3.08M invested
2. AstraZeneca PLC ADR
1.05% of assets
$11M invested
3. Procter & Gamble Co
0.71% of assets
$7.46M invested
4. Marriott International Inc Class A
0.36% of assets
$3.71M invested
5. Bank of America Corp
0.97% of assets
$10.07M invested
6. JPMorgan Chase & Co
1.39% of assets
$14.54M invested
7. Uber Technologies Inc
0.55% of assets
$5.76M invested
8. General Electric Co
0.55% of assets
$5.74M invested
9. Mastercard Inc Class A
0.83% of assets
$8.66M invested
10. Novo Nordisk A/S ADR
0.75% of assets
$7.8M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Carvana Co Class A
0.07% of assets
$696,734 invested
2. Inari Medical Inc Ordinary Shares
0.18% of assets
$1.88M invested
3. Verra Mobility Corp Class A
0.06% of assets
$597,209 invested
4. ACV Auctions Inc Ordinary Shares - Class A
0.3% of assets
$3.08M invested
5. WSFS Financial Corp
0.24% of assets
$2.47M invested
6. Intra-Cellular Therapies Inc
0.06% of assets
$582,647 invested
7. Houlihan Lokey Inc Class A
0.16% of assets
$1.68M invested
8. Vaxcyte Inc Ordinary Shares
0.24% of assets
$2.5M invested
9. Cactus Inc Class A
0.38% of assets
$3.97M invested
10. Rush Enterprises Inc Class A
0.14% of assets
$1.42M invested

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Financial performance

Performance data provided by

Find more financial data on PBQAX at Morningstar.com

Gender Equality and Returns

Returns chart for PGIM Jennison Blend Fund

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

PBQAX

PGIM Jennison Blend Fund

Family

PGIM Investments

Category

Large Growth

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

2.82% less in annualized returns

Lower overall gender equality score

3 / 100 points lower

Lower gender balance in leadership and workforce score

2 / 40 points lower

Lower equal compensation and work life balance score

1 / 30 points lower

Lower policies promoting gender equality score

1 / 20 points lower

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

PBQAX

PGIM Jennison Blend Fund

Family

PGIM Investments

Category

Large Growth

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

2.82% less in annualized returns

Lower overall gender equality score

3 / 100 points lower

Lower gender balance in leadership and workforce score

2 / 40 points lower

Lower equal compensation and work life balance score

1 / 30 points lower

Lower policies promoting gender equality score

1 / 20 points lower

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

PBQAX

PGIM Jennison Blend Fund

Family

PGIM Investments

Category

Large Growth

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

2.82% less in annualized returns

Lower overall gender equality score

3 / 100 points lower

Lower gender balance in leadership and workforce score

2 / 40 points lower

Lower equal compensation and work life balance score

1 / 30 points lower

Lower policies promoting gender equality score

1 / 20 points lower

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 3/31/24

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
PBQAX - PGIM Jennison Blend Fund

31%

6.5%

13%

10%

51 / 100 points

Benchmark

30%

11%

15%

13%

54 / 100 points

Fund compared to benchmark

1.08%

-4.96%

-2.4%

-2.82%

3 / 100 points lower

Find more financial data on PBQAX at Morningstar.com

What's next?

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