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Prudential Jennison Health Sciences Z (PHSZX) Fund Research & Analysis

In-depth Analysis of Prudential Jennison Health Sciences Z Fund (PHSZX)

    Last Trade: $29.24 on 2/10/2012, Change: -0.10 (-0.34%)

 

Fund Manager - David A. Chan

Fund Manager Tenure: 12.6 years
Fund Family: Prudential Investments
Fund Category: Health
Fund Performance: Jan 31, 2012
Fundmojo Fund Grade: *Master* (Score: 0.86)     (What does this score mean?)

 

Prudential Jennison Health Sciences Z Fund (PHSZX) Profile

Prudential Jennison Health Sciences Z Fund seeks long-term capital appreciation. Prudential Jennison Health Sciences Z Fund normally invests at least 80% of investable assets in equity and equity-related securities of companies in the health sciences sector. It principally buys securities of companies in the health sciences sector, such as pharmaceutical companies, biotechnology companies, medical device manufacturers, healthcare service providers and HMOs that derive a substantial portion of their sales from healthcare-related products or services. Prudential Jennison Health Sciences Z Fund is non-diversified.

 

What we like about Prudential Jennison Health Sciences Z (PHSZX) Fund What we like about Prudential Jennison Health Sciences Z (PHSZX) Fund

Data for Prudential Jennison Health Sciences Z Fund (PHSZX) as of Jan 31, 2012

  • Prudential Jennison Health Sciences Z Fund (PHSZX) management has been with Prudential Jennison Health Sciences Z Fund for 12.6 years
  • Prudential Jennison Health Sciences Z Fund (PHSZX) has good short-term performance (1-year return 20.89% vs 10.96% Health category median performance)
  • Prudential Jennison Health Sciences Z Fund (PHSZX) has good mid-term performance (3-year return 21.76% vs 15.00% Health category median performance)
  • Prudential Jennison Health Sciences Z Fund (PHSZX) has good Long-term performance (5-year return 8.59% vs 4.38% Health category median performance)
  • Prudential Jennison Health Sciences Z Fund (PHSZX) ratio of up-years vs down years is greater than 2
  • Prudential Jennison Health Sciences Z Fund (PHSZX) has a Morningstar rating of 4 and above
  • Asset base in Prudential Jennison Health Sciences Z Fund (PHSZX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Prudential Jennison Health Sciences Z Fund (PHSZX) has an annual stock turnover rate of 54.00% vs Health average of 97.90%. It is good that Prudential Jennison Health Sciences Z management does not trade extensively for its return.
  • Prudential Jennison Health Sciences Z Fund (PHSZX) has a lower management fee than its Health average: 0.95% vs 1.57%
  • Prudential Jennison Health Sciences Z Fund (PHSZX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

What we are cautious about Prudential Jennison Health Sciences Z Fund (PHSZX) What we are cautious about Prudential Jennison Health Sciences Z (PHSZX) Fund

Data for Prudential Jennison Health Sciences Z Fund (PHSZX) as of Jan 31, 2012

  • Prudential Jennison Health Sciences Z Fund (PHSZX) is more volatile than its peers as it has a 3-year Standard Deviation of 21.14 that is higher than category average of 17.42
  • As a Health focused fund, Prudential Jennison Health Sciences Z Fund (PHSZX) is less diversified and has inherited sector risks associated with the fund
See Prudential Jennison Health Sciences Z Fund (PHSZX) performance details as of Jan 31, 2012

  

Compare with other top Health category mutual funds

Aadditional top Health mutual funds for your consideration

Fund1 Year3 year5 year
Prudential Jennison Health Sciences Z20.8921.768.59
Eaton Vance Worldwide Health Sci I (EIHSX)7.6810.245.03 Compare
Fidelity Select Pharmaceuticals (FPHAX)14.0220.757.46 Compare
Hartford Healthcare A (HGHAX)12.9114.992.76 Compare

See top fund managers for Health Category Funds

 

Compare with Health category EFTs

Some Health ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Healthcare (PTH)3.36%9.14%15.92%
iShares Dow Jones US Healthcare Provider (IHF)4.72%8.69%20.19%
First Trust Health Care AlphaDEX (FXH)5.60%8.64%25.19%
iShares Dow Jones US Medical Devices (IHI)8.54%6.08%17.21%
SPDR S&P International HealthCare Sector (IRY)2.16%4.72%13.50%

 

Prudential Jennison Health Sciences Z (PHSZX) Fund Net Asset

Track net asset change of Prudential Jennison Health Sciences Z fund (PHSZX)

DateNet Asset
01/2012$895.55M
12/2011$782.97M
11/2011$762.97M
More historic net asset information on Prudential Jennison Health Sciences Z Fund (PHSZX)

  

Prudential Jennison Health Sciences Z (PHSZX) Fund Portfolio Allocation

Track portfolio allocation change of Prudential Jennison Health Sciences Z fund (PHSZX)

DateCashStockBondOther
12/20114.82%91.95%0%3.23%
11/20115.07%91.29%0%3.64%
10/20114.41%91.68%0%3.91%
Click here to see more historic asset allocation information on Prudential Jennison Health Sciences Z Fund (PHSZX)

  

Top 10 Holdings in Prudential Jennison Health Sciences Z (PHSZX) Fund

Discover what Prudential Jennison Health Sciences Z Fund (PHSZX) manager is buying

Dec 31, 2011
Alexion Pharmaceuticals, Inc. [8.31%]
BioMarin Pharmaceutical Inc. [5.47%]
Prudential Core Invt [4.82%]
Pharmasset, Inc. [4.41%]
Shire PLC ADR [4.04%]
United Therapeutics Corporation [3.91%]
Medivation, Inc. [3.67%]
Vertex Pharmaceuticals Incorpor [3.29%]
Impax Laboratories, Inc. [3.01%]
ARIAD Pharmaceuticals, Inc. [2.97%]

Nov 30, 2011
Alexion Pharmaceuticals, Inc. [8.44%]
BioMarin Pharmaceutical Inc. [5.83%]
Prudential Core Invt [5.07%]
Pharmasset, Inc. [4.77%]
Shire PLC ADR [4.17%]
Medivation, Inc. [3.87%]
United Therapeutics Corporation [3.59%]
Impax Laboratories, Inc. [3.18%]
ARIAD Pharmaceuticals, Inc. [3.1%]
Celgene Corporation [2.84%]

Oct 31, 2011
Alexion Pharmaceuticals, Inc. [8.2%]
BioMarin Pharmaceutical Inc. [5.67%]
Prudential Core Invt [4.41%]
Shire PLC ADR [3.83%]
United Therapeutics Corporation [3.79%]
Amarin Corporation PLC ADR [3.75%]
Pharmasset, Inc. [3.15%]
ARIAD Pharmaceuticals, Inc. [2.95%]
Impax Laboratories, Inc. [2.95%]
Celgene Corporation [2.88%]
Click here for Stock Holding Change Map in Prudential Jennison Health Sciences Z Fund (PHSZX)

  

Latest News on Prudential Jennison Health Sciences Z (PHSZX) Fund

See what is happening with Prudential Jennison Health Sciences Z Fund (PHSZX)

 

See more information on Prudential Jennison Health Sciences Z (PHSZX) Fund