Mutual Fund Insights: Jennison Equity Income Z Fund (JDEZX)

In-depth Analysis of Jennison Equity Income Z Fund (JDEZX)

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See Jennison Equity Income Z Fund (JDEZX) performance details as of February 28, 2010

  

Last Trade: $12.14 on 3/19/2010, Change: -0.23 (-1.86%)

Experiment our closing price forecasting tool for Jennison Equity Income Z Fund (JDEZX) (alpha release)

  

Fund Manager - Shaun Hong

Fund Manager Tenure: 3.2 years
Fundmojo Fund Grade: B (Score: 0.69)     (What does this score mean?)

Shaun Hong serves as managing director with Jennison Associates, his employer since September 2000. Previously, Shaun Hong was vice president and equity research analyst with Prudential Investments from 1999 to September 2000. Prior to that, Shaun Hong was employed as an analyst with Equinox Capital Management from 1994 to 1999. Shaun Hong holds the Chartered Financial Analyst designation.  Get more insights on Shaun Hong

  

 What we like about Jennison Equity Income Z Fund (JDEZX)

Data for Jennison Equity Income Z Fund (JDEZX) as of February 28, 2010

• Jennison Equity Income Z Fund (JDEZX) management has been with Jennison Equity Income Z Fund for 3.2 years
• Jennison Equity Income Z Fund (JDEZX) has good short-term performance (1-year return 60.36% vs 54.22 % Large Value category average)
• Jennison Equity Income Z Fund (JDEZX) has good Long-term performance (5-year return 3.69% vs -0.22 % Large Value category average)
• Jennison Equity Income Z Fund (JDEZX) ratio of up-years vs down years is greater than 2
• Jennison Equity Income Z Fund (JDEZX) has a Morningstar rating of 4 and above
• Jennison Equity Income Z Fund (JDEZX) has an annual stock turnover rate of 63.00% vs Large Value average of 69.56%. It is good that Jennison Equity Income Z management does not trade extensively for its return.
• Jennison Equity Income Z Fund (JDEZX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.71, lower than category average of 20.8
• Jennison Equity Income Z Fund (JDEZX) has a lower management fee than its Large Value average: 1.15% vs 1.29%
• Jennison Equity Income Z Fund (JDEZX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Jennison Equity Income Z Fund (JDEZX)

Data for Jennison Equity Income Z Fund (JDEZX) as of February 28, 2010

• Jennison Equity Income Z Fund (JDEZX) has a less-than-ideal mid-term performance (3-year return -0.66% vs -7.29 % Large Value category average)

See Jennison Equity Income Z Fund (JDEZX) performance details as of February 28, 2010

  

  

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Jennison Equity Income Z Fund (JDEZX) Net Asset

Track net asset change of Jennison Equity Income Z fund (JDEZX)

Date	Net Asset
02/2010	$189.24M
01/2010	$660.00K
11/2009	$200.00K

More historic net asset information on Jennison Equity Income Z Fund (JDEZX)

  

Jennison Equity Income Z Fund (JDEZX) Portfolio Allocation

Track portfolio allocation change of Jennison Equity Income Z fund (JDEZX)

Date	Cash	Stock	Bond	Other
09/2009	2.75%	85.28%	1.84%	10.14%
08/2009	1.9%	85.97%	1.87%	10.26%
07/2009	3.28%	84.95%	1.99%	9.78%

Click here to see more historic asset allocation information on Jennison Equity Income Z Fund (JDEZX)

  

Most Recent Top 10 Holdings in Jennison Equity Income Z Fund (JDEZX)

Discover what Jennison Equity Income Z Fund (JDEZX) manager is buying

30-Sep-09 B&G FOODS INC [3.52%] IESI-BFC LTD [3.2%] Consolidated Communications Hol [2.78%] GOLDMAN SACHS GRP [2.73%] Microsoft Corporation [2.56%] CONAGRA FOOD INC [2.32%] WHITING PETE CORP NEW [2.29%] ANNALY CAPITAL MANAG [2.27%] NISOURCE INC HLDG CO [2.17%] CADBURY PLC [1.94%]

31-Aug-09 IESI-BFC LTD [3.5%] B&G FOODS INC [2.73%] GOLDMAN SACHS GRP [2.58%] Consolidated Communications Hol [2.57%] Dryden Core Investment MMkt [2.35%] CONAGRA FOOD INC [2.31%] ANNALY CAPITAL MANAG [2.28%] NISOURCE INC HLDG CO [2.17%] WHITING PETE CORP NEW [2.04%] KIMBERLY CLARK CP [1.98%]

31-Jul-09 IESI-BFC LTD [3.58%] Dryden Core Investment MMkt [3.27%] GOLDMAN SACHS GRP [2.62%] B&G FOODS INC [2.57%] Consolidated Communications Hol [2.37%] ANNALY CAPITAL MANAG [2.28%] CONAGRA FOOD INC [2.28%] NISOURCE INC HLDG CO [2.18%] SEMPRA ENERGY [2.09%] WHITING PETE CORP NEW [2.01%]

Click here for Stock Holding Change Map in Jennison Equity Income Z Fund (JDEZX)

  

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See more information on Jennison Equity Income Z Fund (JDEZX)

• Jennison Equity Income Z Fund Insights
• Jennison Equity Income Z Fund Performance Data
• Jennison Equity Income Z Fund News
• Jennison Equity Income Z Fund Score Explaination
• Jennison Equity Income Z Fund Manager Information
• Historic Jennison Equity Income Z Fund Asset Allocation Report
• Historic Jennison Equity Income Z Fund Top 10 Holding Tracking
• Historic Jennison Equity Income Z Fund Asset Under Management Tracking