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Prudential Moderate Allocation A (JDTAX) Fund Ranking and Research

Ranking, Research and Recommendation of Prudential Moderate Allocation A (JDTAX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Prudential Moderate Allocation A Fund (JDTAX) ManagerFund Manager - Joel M. Kallman

Fund Manager Information

Fund Manager Tenure: 11.6 years
Fund Family: Prudential Investments
Fund Category: Allocation--70% to 85% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.48)     (What does this score mean?)

 

Graph of Prudential Moderate Allocation A Fund (JDTAX) ProfilePrudential Moderate Allocation A Fund (JDTAX) Profile

Fund Profile and Description

Prudential Moderate Allocation A Fund seeks capital appreciation and a reasonable level of current income. Prudential Moderate Allocation A Fund invests primarily in underlying funds that invest in a diversified portfolio of fixed-income and equity securities. It invests approximately 65% of total assets in underlying funds that invest primarily in a diversified portfolio of equity securities, with the remainder invested in underlying funds that invest primarily in fixed-income securities. While the investment is non-diversified, it invests in diversified underlying holdings.

 

Prudential Moderate Allocation A (JDTAX) Fund Strength What we like about Prudential Moderate Allocation A (JDTAX) Fund

Data for Prudential Moderate Allocation A Fund (JDTAX) as of May 30, 2016

  • Prudential Moderate Allocation A Fund (JDTAX) management has been with Prudential Moderate Allocation A Fund for 11.6 years
  • Prudential Moderate Allocation A Fund (JDTAX) has good short-term performance (1-year return -3.31% vs -3.85% Allocation--70% to 85% Equity category median performance)
  • Prudential Moderate Allocation A Fund (JDTAX) ratio of up-years vs down years is greater than 2
  • Prudential Moderate Allocation A Fund (JDTAX) has an annual stock turnover rate of 45.00% vs Allocation--70% to 85% Equity average of 57.05%. It is good that Prudential Moderate Allocation A management does not trade extensively for its return.
  • Prudential Moderate Allocation A Fund (JDTAX) is less volatile than its peers as it has a 3-year Standard Deviation of 7.86, lower than category average of 9.46
  • Prudential Moderate Allocation A Fund (JDTAX) has a lower expense ratio than its Allocation--70% to 85% Equity average: 0.71% vs 0.89%

Prudential Moderate Allocation A Fund (JDTAX) Weakness What we are cautious about Prudential Moderate Allocation A (JDTAX) Fund

Data for Prudential Moderate Allocation A Fund (JDTAX) as of May 30, 2016

  • Prudential Moderate Allocation A Fund (JDTAX) has a less-than-ideal mid-term performance (3-year return 4.30% vs 5.62% Allocation--70% to 85% Equity category median performance)
  • Prudential Moderate Allocation A Fund (JDTAX) has a less-than-ideal Long-term performance (5-year return 4.75% vs 5.88% Allocation--70% to 85% Equity category median performance)
  • Prudential Moderate Allocation A Fund (JDTAX) has a Morningstar rating of 3 and below
  • Prudential Moderate Allocation A Fund (JDTAX) is less safe compared to its Allocation--70% to 85% Equity peers
  • Prudential Moderate Allocation A Fund (JDTAX) carries a 5.5% load
See Prudential Moderate Allocation A Fund (JDTAX) performance details as of May 30, 2016

 

What do you think?

 

Compare Prudential Moderate Allocation A Fund (JDTAX)Compare with other top Allocation--70% to 85% Equity category mutual funds

Aadditional top Allocation--70% to 85% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Prudential Moderate Allocation A1.89-3.314.304.75
American Funds Income Fund of Amer R6 (RIDGX)4.610.676.887.98Compare
Delaware Dividend Income Instl (DDIIX)4.31-0.726.057.28Compare
Wells Fargo Advantage Divers Cptl Bldr I (EKBYX)9.021.8410.728.76Compare

See top fund managers for Allocation--70% to 85% Equity Category Funds

 

Compare Prudential Moderate Allocation A Fund (JDTAX)Compare with Allocation--70% to 85% Equity category ETFs

Some Allocation--70% to 85% Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Core Aggressive Allocation (AOA)000

 

Graph of Prudential Moderate Allocation A Fund (JDTAX) Net Asset TrackingPrudential Moderate Allocation A (JDTAX) Fund Net Asset

Track net asset change of Prudential Moderate Allocation A fund (JDTAX)

DateNet Asset
05/2016$164.82M
03/2016$166.07M
02/2016$158.79M
More historic net asset information on Prudential Moderate Allocation A Fund (JDTAX)

  

Graph of Prudential Moderate Allocation A Fund (JDTAX) Portfolio TrackingPrudential Moderate Allocation A (JDTAX) Fund Portfolio Allocation

Track portfolio allocation change of Prudential Moderate Allocation A fund (JDTAX)

DateCashStockBondOther
04/20162.22%53.01%24.12%20.3%
03/20162.32%52.31%25.2%19.79%
01/20162.45%53.53%23.72%19.96%
Click here to see more historic asset allocation information on Prudential Moderate Allocation A Fund (JDTAX)

 

graph of Prudential Moderate Allocation A Fund (JDTAX) Top 10 Position TrackingTop 10 Holdings in Prudential Moderate Allocation A (JDTAX) Fund

Discover what Prudential Moderate Allocation A Fund (JDTAX) manager is buying

Apr 29, 2016
Prudential Total Return Bd [13.1%]
Pru Shirt Dur Milti-Sec [13.09%]
Prudential QMA Large-Cap Core Equity A [9.79%]
Prudential International Value C [9.03%]
Prudential QMA Strategic Value Z [9%]
Prudential Jennison International Opps Q [6.02%]
Prudential Global Real Estate A [5.01%]
Prudential Jennison Small Company Q [4.25%]
Prudential Jennison Equit [4.02%]
Pru Long-Short Eq Class Z [4.02%]

Mar 30, 2016
Prudential Total Return Bd [13.02%]
Pru Shirt Dur Milti-Sec [13.01%]
Prudential QMA Large-Cap Core Equity A [9.81%]
Prudential International Value C [9%]
Prudential QMA Strategic Value Z [8.99%]
Prudential Jennison International Opps Q [6.01%]
Prudential Global Real Estate A [5.03%]
Prudential Jennison Small Company Q [4.27%]
Prudential Jennison Equit [4.03%]
Pru Long-Short Eq Class Z [4%]

Jan 30, 2016
Prudential Total Return Bd [12.84%]
Pru Shirt Dur Milti-Sec [12.78%]
Prudential QMA Large-Cap Core Equity A [10.34%]
Prudential International Value C [9.04%]
Prudential QMA Strategic Value Z [7.11%]
Prudential Jennison International Opps Q [6.01%]
Prudential Jennison Value Z [5.05%]
Prudential Global Real Estate A [5.05%]
Pru Long-Short Eq Class Z [4.11%]
Prudential Jennison Equit [4.05%]
Click here for Stock Holding Change Map in Prudential Moderate Allocation A Fund (JDTAX)

  

Latest News on Prudential Moderate Allocation A (JDTAX) Fund

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