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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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Graph of Prudential Jennison Equity Income C Fund (AGOCX) ManagerFund Manager - Shaun Hong

Fund Manager Information

Fund Manager Tenure: 12.9 years
Fund 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

 

Graph of Prudential Jennison Equity Income C Fund (AGOCX) ProfilePrudential 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.

 

Prudential Jennison Equity Income C (AGOCX) Fund Strength 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

Prudential Jennison Equity Income C Fund (AGOCX) Weakness 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
See Prudential Jennison Equity Income C Fund (AGOCX) performance details as of May 30, 2016

 

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Compare Prudential Jennison Equity Income C Fund (AGOCX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Prudential Jennison Equity Income C3.79-5.406.816.83
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare Prudential Jennison Equity Income C Fund (AGOCX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree 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%

 

Graph of Prudential Jennison Equity Income C Fund (AGOCX) Net Asset TrackingPrudential Jennison Equity Income C (AGOCX) Fund Net Asset

Track net asset change of Prudential Jennison Equity Income C fund (AGOCX)

DateNet Asset
05/2016$3.79B
03/2016$3.88B
02/2016$3.74B
More historic net asset information on Prudential Jennison Equity Income C Fund (AGOCX)

  

Graph of Prudential Jennison Equity Income C Fund (AGOCX) Portfolio TrackingPrudential Jennison Equity Income C (AGOCX) Fund Portfolio Allocation

Track portfolio allocation change of Prudential Jennison Equity Income C fund (AGOCX)

DateCashStockBondOther
04/20161.5%93.07%0%0.79%
03/20160.98%93.75%0%0.84%
01/20161.78%94.74%0%0.66%
Click here to see more historic asset allocation information on Prudential Jennison Equity Income C Fund (AGOCX)

 

graph of Prudential Jennison Equity Income C Fund (AGOCX) Top 10 Position TrackingTop 10 Holdings in Prudential Jennison Equity Income C (AGOCX) Fund

Discover what Prudential Jennison Equity Income C Fund (AGOCX) manager is buying

Apr 29, 2016
Cisco Systems, Inc. [3.97%]
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%]

Mar 30, 2016
Cisco Systems, Inc. [4.13%]
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%]

Jan 30, 2016
The Kraft Heinz Company [3.63%]
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%]
Click here for Stock Holding Change Map in Prudential Jennison Equity Income C Fund (AGOCX)

  

Latest News on Prudential Jennison Equity Income C (AGOCX) Fund

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Prudential Jennison Equity Income C Fund (AGOCX) Related ResourcesSee more information on Prudential Jennison Equity Income C (AGOCX) Fund

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