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Fund Intelligence | Best Managers | PEIZX Insights | PEIZX Score | PEIZX Performance | PEIZX Manager | PEIZX News | PEIZX Allocation | PEIZX Holdings Change

Mutual Fund Insights: Jennison Value Z Fund (PEIZX)

In-depth Analysis of Jennison Value Z Fund (PEIZX)

Mutual fund chart: Jennison Value Z Fund (PEIZX)

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See Jennison Value Z Fund (PEIZX) performance details as of January 31, 2010

  

    Last Trade: $13.80 on 3/12/2010, Change: -0.02 (-0.14%)
Experiment our closing price forecasting tool for Jennison Value Z Fund (PEIZX) (alpha release)

  

Fund Manager - Avi Z. Berg

Fund Manager Tenure: 6.8 years   [Similar Funds: PEICX ]
Fundmojo Fund Grade: B (Score: 0.68)     (What does this score mean?)
Berg is a vice president with Jennison, his employer since 2001. Prior to that, he was with Goldman Sachs Asset Management from 1997 to 2000 as an Equity Research Associate. From 1995 to 1997, Mr.Berg worked in equity research at Schroder Wertheim & Co. and Fir Tree Partners. From 1991 to 1995, he was a consultant with Price Waterhouse LLP.  Get more insights on Avi Z. Berg

  

What we like about Jennison Value Z Fund (PEIZX) What we like about Jennison Value Z Fund (PEIZX)

Data for Jennison Value Z Fund (PEIZX) as of January 31, 2010

  • Jennison Value Z Fund (PEIZX) management has been with Jennison Value Z Fund for 6.8 years
  • Jennison Value Z Fund (PEIZX) has good short-term performance (1-year return 40.55% vs 34.15% Large Blend category average)
  • Jennison Value Z Fund (PEIZX) has good mid-term performance (3-year return -6.90% vs -7.17% Large Blend category average)
  • Jennison Value Z Fund (PEIZX) has good Long-term performance (5-year return 2.99% vs 0.19% Large Blend category average)
  • Jennison Value Z Fund (PEIZX) ratio of up-years vs down years is greater than 2
  • Jennison Value Z Fund (PEIZX) has a Morningstar rating of 4 and above
  • Jennison Value Z Fund (PEIZX) has a lower management fee than its Large Blend average: 0.84% vs 1.10%
  • Jennison Value Z Fund (PEIZX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Jennison Value Z Fund (PEIZX) What we are cautious about Jennison Value Z Fund (PEIZX)

Data for Jennison Value Z Fund (PEIZX) as of January 31, 2010

  • Jennison Value Z Fund (PEIZX) is more volatile than its peers as it has a 3-year Standard Deviation of 22.41 that is higher than category average of 20.52
See Jennison Value Z Fund (PEIZX) performance details as of January 31, 2010

  

  

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Jennison Value Z Fund (PEIZX) Net Asset

Track net asset change of Jennison Value Z fund (PEIZX)

DateNet Asset
01/2010$258.23M
11/2009$247.77M
10/2009$228.74M
More historic net asset information on Jennison Value Z Fund (PEIZX)

  

Jennison Value Z Fund (PEIZX) Portfolio Allocation

Track portfolio allocation change of Jennison Value Z fund (PEIZX)

DateCashStockBondOther
09/20092.39%96.31%0%1.3%
08/20092.41%96.12%0%1.46%
07/20092.2%96.41%0%1.39%
Click here to see more historic asset allocation information on Jennison Value Z Fund (PEIZX)

  

Most Recent Top 10 Holdings in Jennison Value Z Fund (PEIZX)

Discover what Jennison Value Z Fund (PEIZX) manager is buying

30-Sep-09
NII Holdings, Inc. [3.62%]
Symantec Corporation [3%]
CA Inc. [3%]
IAC/InterActiveCorp [2.54%]
Dryden Core Invest [2.41%]
CVS CAREMARK CP [2.38%]
Liberty Global, Inc. [2.35%]
XTO ENERGY INC [2.26%]
GOLDMAN SACHS GRP [2.24%]
H R BLOCK INC [2.23%]

31-Aug-09
CA Inc. [3.23%]
NII Holdings, Inc. [3.03%]
Symantec Corporation [2.92%]
CVS CAREMARK CP [2.65%]
IAC/InterActiveCorp [2.47%]
KIMBERLY CLARK CP [2.4%]
Liberty Global, Inc. [2.4%]
XTO ENERGY INC [2.23%]
H R BLOCK INC [2.23%]
KROGER CO [2.23%]

31-Jul-09
CA Inc [3.07%]
Symantec Corporation [3.04%]
NII Holdings, Inc. [2.96%]
CVS CAREMARK CP [2.51%]
NRG ENERGY INC [2.5%]
IAC/InterActiveCorp [2.47%]
XTO ENERGY INC [2.44%]
KIMBERLY CLARK CP [2.4%]
SEMPRA ENERGY [2.36%]
Liberty Global, Inc. [2.32%]
Click here for Stock Holding Change Map in Jennison Value Z Fund (PEIZX)

  

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Latest News on Jennison Value Z (PEIZX)

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