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Prudential Jennison Equity Income C (AGOCX) Fund Ranking and Research
Ranking, Research and Recommendation of Prudential Jennison Equity Income C (AGOCX) Fund
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Last Trade: $ on , Change: (0%)
Fund Manager - Shaun Hong
Fund Manager Information
Fund Manager Tenure: 12.9 yearsFund Family: Prudential Investments
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.46) (What does this score mean?)
Hong serves as managing director with Jennison Associates, his employer since September 2000. Previously, he was vice president and equity research analyst with Prudential Investments from 1999 to September 2000. Prior to that, he was employed as an analyst with Equinox Capital Management from 1994 to 1999. Hong holds the Chartered Financial Analyst designation. Get more insights on Shaun Hong
Prudential Jennison Equity Income C Fund (AGOCX) Profile
Fund Profile and Description
Prudential Jennison Equity Income C Fund seeks income and capital appreciation. Prudential Jennison Equity Income C Fund normally invests at least 65% of total assets in income-producing equity and equity-related securities. Equity and equity-related securities include common stocks, securities convertible or exchangeable for common stock or the cash value of such common stock, nonconvertible preferred stocks and convertible securities, warrants and rights.
What we like about Prudential Jennison Equity Income C (AGOCX) Fund
Data for Prudential Jennison Equity Income C Fund (AGOCX) as of May 30, 2016
- Prudential Jennison Equity Income C Fund (AGOCX) management has been with Prudential Jennison Equity Income C Fund for 12.9 years
- Prudential Jennison Equity Income C Fund (AGOCX) ratio of up-years vs down years is greater than 2
- Prudential Jennison Equity Income C Fund (AGOCX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.39, lower than category average of 11.67
What we are cautious about Prudential Jennison Equity Income C (AGOCX) Fund
Data for Prudential Jennison Equity Income C Fund (AGOCX) as of May 30, 2016
- Prudential Jennison Equity Income C Fund (AGOCX) has a less-than-ideal short-term performance (1-year return -5.40% vs -1.15% Large Blend category median performance)
- Prudential Jennison Equity Income C Fund (AGOCX) has a less-than-ideal mid-term performance (3-year return 6.81% vs 9.43% Large Blend category median performance)
- Prudential Jennison Equity Income C Fund (AGOCX) has a less-than-ideal Long-term performance (5-year return 6.83% vs 10.15% Large Blend category median performance)
- Prudential Jennison Equity Income C Fund (AGOCX) has a Morningstar rating of 3 and below
- Prudential Jennison Equity Income C Fund (AGOCX) is less safe compared to its Large Blend peers
- Prudential Jennison Equity Income C Fund (AGOCX) has an annual stock turnover rate of 76.00% that is higher than the Large Blend average of 53.12%. This could mean Prudential Jennison Equity Income C is more nimble, but also signal potential high tax impact and high trading fees
- Prudential Jennison Equity Income C Fund (AGOCX) has a higher expense ratio of 1.88% than its Large Blend average of 1.02%
- Prudential Jennison Equity Income C Fund (AGOCX) carries a 1% load
What do you think?
Compare with other top Large Blend category mutual funds
Aadditional top Large Blend mutual funds for your consideration
| Fund | Year to Date | 1 Year | 3 year | 5 year | |
| Prudential Jennison Equity Income C | 3.79 | -5.40 | 6.81 | 6.83 | |
| Bright Rock Quality Large Cap Instl (BQLCX) | 7.75 | 5.98 | 10.46 | 11.67 | Compare |
| Fidelity Spartan Total Market Index F (FFSMX) | 3.37 | 0.14 | 10.45 | 11.10 | Compare |
| Voya Russell Large Cap Index Port S2 (IRLUX) | 2.55 | 1.29 | 10.39 | 11.09 | Compare |
See top fund managers for Large Blend Category Funds
Compare with Large Blend category ETFs
Some Large Blend ETFs for your consideration
| ETF | Year to Date | One Year | Three Year | Guggenheim Russell Top 50 Mega Cap ETF (XLG) | 3.23% | 4.23% | 10.80% | ProShares Large Cap Core Plus (CSM) | 4.27% | 2.27% | 11.72% | iShares Russell Top 200 (IWL) | 2.28% | 1.75% | 11.00% | Vanguard Mega Cap ETF (MGC) | 3.22% | 1.57% | 10.85% | iShares Core S&P 500 (IVV) | 3.54% | 1.57% | 10.97% |
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Prudential Jennison Equity Income C (AGOCX) Fund Net Asset
Track net asset change of Prudential Jennison Equity Income C fund (AGOCX)
| Date | Net Asset |
| 05/2016 | $3.79B |
| 03/2016 | $3.88B |
| 02/2016 | $3.74B |
Prudential Jennison Equity Income C (AGOCX) Fund Portfolio Allocation
Track portfolio allocation change of Prudential Jennison Equity Income C fund (AGOCX)
| Date | Cash | Stock | Bond | Other |
| 04/2016 | 1.5% | 93.07% | 0% | 0.79% |
| 03/2016 | 0.98% | 93.75% | 0% | 0.84% |
| 01/2016 | 1.78% | 94.74% | 0% | 0.66% |
Top 10 Holdings in Prudential Jennison Equity Income C (AGOCX) Fund
Discover what Prudential Jennison Equity Income C Fund (AGOCX) manager is buying
Bristol-Myers Squibb Company Co [3.73%] Philip Morris International Inc [3.57%] Royal Dutch Shell PLC ADR Class A [3.23%] The Kraft Heinz Company [3.03%] Digital Realty Trust, Inc. Comm [2.93%] CyrusOne Inc [2.74%] J.M. Smucker Company (The) New [2.7%] Coca-Cola European Partners plc [2.65%] | Philip Morris International Inc [3.53%] Digital Realty Trust, Inc. Comm [3.31%] Bristol-Myers Squibb Company Co [3.26%] The Kraft Heinz Company [3.01%] J.M. Smucker Company (The) New [2.85%] Microsoft Corporation [2.82%] CyrusOne Inc [2.8%] Computer Sciences Corporation C [2.61%] | Cisco Systems, Inc. [3.58%] Digital Realty Trust, Inc. Comm [3.38%] Bristol-Myers Squibb Company Co [3.18%] Reynolds American Inc Common St [2.96%] J.M. Smucker Company (The) New [2.9%] Philip Morris International Inc [2.89%] Microsoft Corporation [2.82%] Home Depot, Inc. (The) Common S [2.51%] |
Latest News on Prudential Jennison Equity Income C (AGOCX) Fund
See what is happening with Prudential Jennison Equity Income C Fund (AGOCX)
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See more information on Prudential Jennison Equity Income C (AGOCX) Fund
Popular pages on Prudential Jennison Equity Income C (AGOCX) Fund
- Prudential Jennison Equity Income C (AGOCX) Fund Research and Recommendation
- Prudential Jennison Equity Income C (AGOCX) Fund Performance Data
- Prudential Jennison Equity Income C (AGOCX) Fund Manager Information
- Historic Prudential Jennison Equity Income C (AGOCX) Fund Asset Allocation Report
- Historic Prudential Jennison Equity Income C (AGOCX) Fund Top 10 Holding Tracking
- Historic Prudential Jennison Equity Income C (AGOCX) Fund Asset Under Management Tracking
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