Prudential Jennison Servative Fund Manager Performance Evaluation

TBDCX Fund  USD 12.66  0.01  0.08%   
The fund holds a Beta of 0.0214, which implies not very significant fluctuations relative to the market. As returns on the market increase, Prudential Jennison's returns are expected to increase less than the market. However, during the bear market, the loss of holding Prudential Jennison is expected to be smaller as well.

Risk-Adjusted Performance

15 of 100

 
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Compared to the overall equity markets, risk-adjusted returns on investments in Prudential Jennison Servative are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Prudential Jennison showed solid returns over the last few months and may actually be approaching a breakup point.
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Expense Ratio Date29th of September 2022
Expense Ratio2.3700
  

Prudential Jennison Relative Risk vs. Return Landscape

If you would invest  1,099  in Prudential Jennison Servative on December 29, 2023 and sell it today you would earn a total of  167.00  from holding Prudential Jennison Servative or generate 15.2% return on investment over 90 days. Prudential Jennison Servative is currently producing 0.2349% returns and takes up 1.1504% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Prudential, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Prudential Jennison is expected to generate 2.02 times more return on investment than the market. However, the company is 2.02 times more volatile than its market benchmark. It trades about 0.2 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.24 per unit of risk.

Prudential Jennison Current Valuation

Undervalued
Today
12.66
Please note that Prudential Jennison's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Prudential Jennison holds a recent Real Value of $13.45 per share. The prevailing price of the fund is $12.66. We determine the value of Prudential Jennison from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Our valuation method for Prudential Jennison Servative is useful when determining the fair value of the Prudential mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Prudential Jennison. Since Prudential Jennison is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Prudential Mutual Fund. However, Prudential Jennison's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
Historical Market  12.66 Real  13.45 Hype  12.66
The real value of Prudential Mutual Fund, also known as its intrinsic value, is the underlying worth of Prudential Jennison Mutual Fund, which is reflected in its stock price. It is based on Prudential Jennison's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Prudential Jennison's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Prudential Jennison's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
13.45
Real Value
14.60
Upside
Estimating the potential upside or downside of Prudential Jennison Servative helps investors to forecast how Prudential mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Prudential Jennison more accurately as focusing exclusively on Prudential Jennison's fundamentals will not take into account other important factors:
Hype
Prediction
LowEstimatedHigh
11.5112.6613.81
Details

Prudential Jennison Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Prudential Jennison's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Prudential Jennison Servative, and traders can use it to determine the average amount a Prudential Jennison's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.2042

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Estimated Market Risk

 1.15
  actual daily
10
90% of assets are more volatile

Expected Return

 0.23
  actual daily
4
96% of assets have higher returns

Risk-Adjusted Return

 0.2
  actual daily
15
85% of assets perform better
Based on monthly moving average Prudential Jennison is performing at about 15% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Prudential Jennison by adding it to a well-diversified portfolio.

Prudential Jennison Fundamentals Growth

Prudential Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Prudential Jennison, and Prudential Jennison fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Prudential Mutual Fund performance.

About Prudential Jennison Performance

To evaluate Prudential Jennison Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Prudential Jennison generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Prudential Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Prudential Jennison market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Prudential's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its investable assets in equity and equity-related securities of companies with market capitalizations comparable to those found in the Russell 1000 Index. It may actively and frequently trade its portfolio securities.

Things to note about Prudential Jennison performance evaluation

Checking the ongoing alerts about Prudential Jennison for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Prudential Jennison help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund maintains 99.4% of its assets in stocks
Evaluating Prudential Jennison's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Prudential Jennison's mutual fund performance include:
  • Analyzing Prudential Jennison's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Prudential Jennison's stock is overvalued or undervalued compared to its peers.
  • Examining Prudential Jennison's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Prudential Jennison's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Prudential Jennison's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Prudential Jennison's mutual fund. These opinions can provide insight into Prudential Jennison's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Prudential Jennison's mutual fund performance is not an exact science, and many factors can impact Prudential Jennison's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Prudential Jennison Servative. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators.
Note that the Prudential Jennison information on this page should be used as a complementary analysis to other Prudential Jennison's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Global Markets Map module to get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes.

Complementary Tools for Prudential Mutual Fund analysis

When running Prudential Jennison's price analysis, check to measure Prudential Jennison's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Prudential Jennison is operating at the current time. Most of Prudential Jennison's value examination focuses on studying past and present price action to predict the probability of Prudential Jennison's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Prudential Jennison's price. Additionally, you may evaluate how the addition of Prudential Jennison to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Prudential Jennison's value and its price as these two are different measures arrived at by different means. Investors typically determine if Prudential Jennison is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Prudential Jennison's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.