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Prudential Day One 2040 Fund Class R2 (PDHEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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14.96+0.23 (+1.56%)
At close: 08:00PM EST

Prudential Day One 2040 Fund Class R2

Prudential Investment Portfolios 5

Gateway Center Three, 4th Floor,100 Mulberry Stree

Newark NJ 07102

Management Information
Joel M. Kallman,Lead Manager since December 12, 2016
Joel M. Kallman, CFA, is a Vice President and Portfolio Manager for Quantitative Management Associates. Joel is a portfolio manager and a member of the asset allocation team. He also conducts economic and market valuation research. Joel has also held various positions within Prudential's fixed-income group, in areas such as high-yield credit analysis and performance reporting. He earned a BS and MBA in Finance from Rutgers University. He is also a member of the New York Society of Security Analysts and holds the Chartered Financial Analyst (CFA) designation.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryTarget-Date 2040
Fund FamilyPGIM Funds (Prudential)
Net Assets65.7M
YTD Return14.45%
Morningstar Rating
Inception DateDec. 12, 2016

Fund Operations

Last Dividend0.14
Last Cap Gain0.00
Holdings Turnover44.00%
Average for CategoryN/A

Fees & Expenses

ExpensePDHEXCategory Average
Annual Report Expense Ratio (net)0.90%0.45%
Prospectus Net Expense Ratio0.90%N/A
Prospectus Gross Expense Ratio2.07%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.44%
3 Yr Expense Projection536N/A
5 Yr Expense Projection1,006N/A
10 Yr Expense Projection2,307N/A