Pgim Conservative Competition

PGFCX Fund

USD 10.58 0.01 0.09%

Pgim Conservative competes with Prudential Jennison, Prudential Jennison, Prudential Jennison, Prudential Short, and Prudential Short; as well as few others. The fund is listed under Allocation--30% to 50% Equity category and is part of PGIM Investments family. Analyzing Pgim Conservative competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Pgim Conservative to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Pgim Conservative Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Pgim Conservative competition on your existing holdings.

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Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Pgim Conservative's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.

Hype

Prediction

Low	Estimated	High
10.30	10.58	10.86

Details

Intrinsic

Valuation

Low	Real	High
10.28	10.56	10.84

Details

Pgim Conservative Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Pgim Conservative and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Pgim and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Pgim Conservative does not affect the price movement of the other competitor.

	PWJZX	PWJAX	PWJCX	HYSZX	HYSAX	HYSCX	EMDCX	EMDAX	EMDZX	PFSZX
PWJZX		1.0	1.0	0.3	0.29	0.33	0.42	0.4	0.44	0.31	PWJZX
PWJAX	1.0		1.0	0.3	0.29	0.32	0.42	0.4	0.44	0.31	PWJAX
PWJCX	1.0	1.0		0.27	0.26	0.3	0.43	0.41	0.45	0.28	PWJCX
HYSZX	0.3	0.3	0.27		1.0	0.99	0.3	0.32	0.34	0.76	HYSZX
HYSAX	0.29	0.29	0.26	1.0		1.0	0.32	0.34	0.36	0.74	HYSAX
HYSCX	0.33	0.32	0.3	0.99	1.0		0.37	0.39	0.41	0.72	HYSCX
EMDCX	0.42	0.42	0.43	0.3	0.32	0.37		1.0	1.0	-0.23	EMDCX
EMDAX	0.4	0.4	0.41	0.32	0.34	0.39	1.0		1.0	-0.22	EMDAX
EMDZX	0.44	0.44	0.45	0.34	0.36	0.41	1.0	1.0		-0.18	EMDZX
PFSZX	0.31	0.31	0.28	0.76	0.74	0.72	-0.23	-0.22	-0.18		PFSZX
	PWJZX	PWJAX	PWJCX	HYSZX	HYSAX	HYSCX	EMDCX	EMDAX	EMDZX	PFSZX

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High positive correlations

PWJAX	+ 1.0	PWJZX
PWJCX	+ 1.0	PWJZX
PWJCX	+ 1.0	PWJAX
HYSAX	+ 1.0	HYSZX
HYSCX	+ 1.0	HYSAX
EMDAX	+ 1.0	EMDCX

High negative correlations

PFSZX	- 0.23	EMDCX
PFSZX	- 0.22	EMDAX
PFSZX	- 0.18	EMDZX

Risk-Adjusted Indicators

There is a big difference between Pgim Mutual Fund performing well and Pgim Conservative Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Pgim Conservative's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
PWJZX	0.85	(0.07)	(0.09)	0.07	0.99	(0.93)	1.94	(1.32)	5.53
PWJAX	0.85	(0.07)	(0.09)	0.07	0.99	(0.92)	1.92	(1.31)	5.53
PWJCX	0.85	(0.07)	(0.09)	0.07	0.99	(0.92)	1.93	(1.31)	5.56
HYSZX	0.10	0.03	(0.73)	0.84	0.00	(0.20)	0.24	(0.12)	0.72
HYSAX	0.11	0.02	(0.80)	0.58	0.00	(0.18)	0.24	(0.12)	0.84
HYSCX	0.10	0.02	(0.90)	0.58	0.00	(0.16)	0.24	(0.12)	0.72
EMDCX	0.35	(0.02)	(0.37)	(0.07)	0.37	(0.47)	0.65	(0.83)	1.94
EMDAX	0.34	(0.02)	(0.40)	(0.07)	0.34	(0.50)	0.66	(0.65)	1.74
EMDZX	0.36	(0.02)	(0.36)	(0.03)	0.38	(0.46)	0.65	(0.65)	1.92
PFSZX	0.79	0.04	0.11	0.19	0.53	(0.95)	1.58	(1.43)	8.35

Unable to evaluate fundamental data of [PWJZX, PWJAX, PWJCX, HYSZX, HYSAX, HYSCX, EMDCX, EMDAX, EMDZX, PFSZX] at this time. Please try again later

All Fundamental Data

Pgim Conservative Competitive Analysis

The better you understand Pgim Conservative competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Pgim Conservative's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Pgim Conservative's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	PGFCX	PWJZX	PWJAX	PWJCX	HYSZX	HYSAX	HYSCX	EMDCX	EMDAX	EMDZX
	0.09 10.58 Pgim	0.85 31.55 Prudential	0.84 30.87 Prudential	0.85 28.01 Prudential	0.12 8.48 Prudential	0.24 8.48 Prudential	0.12 8.47 Prudential	0.43 4.61 Prudential	0.43 4.58 Prudential	0.43 4.62 Prudential
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Good	Insignificant	Insignificant	Insignificant	Solid	Solid	Solid	Very Weak	Very Weak	Very Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Over Valued	Fairly Valued	Over Valued	Over Valued	Over Valued	Fairly Valued	Fairly Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Hold	Strong Hold	Strong Hold	Strong Hold	Strong Sell	Strong Sell	Strong Sell	Sell	Sell	Sell
Holdings Turnover	86.7	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Net Asset	5.05 M	4.75 B	4.75 B	4.75 B	4.62 B	4.62 B	4.62 B	53.46 M	53.46 M	53.46 M
Minimum Initial Investment	1 K	N/A	N/A	N/A	N/A	N/A	N/A	1 K	N/A	N/A
Price To Book	2.87	4.17	4.46	4.53	N/A	N/A	N/A	N/A	N/A	N/A
Five Year Return	-1.68	9.76	9.56	8.48	4.73	4.45	3.67	-1.55	-0.8	-0.56
One Year Return	16.26	27.67	27.43	20.95	13.64	13.22	12.38	3.18	4.17	5.96
Last Dividend Paid	N/A	0.01	N/A	N/A	0.04	0.03	0.03	0.02	0.02	0.02
Price To Earning	15.16	30.89	24.66	22.31	N/A	N/A	N/A	N/A	N/A	N/A
Price To Sales	1.43	3.26	3.0	3.08	N/A	N/A	N/A	N/A	N/A	N/A
Cash Position Weight	1.15	0.4	7.83	7.83	5.8	5.8	5.8	58.88	7.17	7.17
Equity Positions Weight	98.85	96.97	91.66	91.66	1.81	1.81	1.81	N/A	N/A	N/A
Three Year Return	-8.18	-7.26	-7.43	-8.96	4.06	3.76	2.98	-1.34	-0.56	-0.33
Annual Yield	N/A	8.0E-4	N/A	N/A	0.0659	0.0634	0.056	0.0086	0.0051	0.005
Year To Date Return	-2.44	11.2	11.0	9.87	6.64	6.42	5.75	2.24	0.22	0.42
Bond Positions Weight	N/A	N/A	N/A	N/A	15.26	15.26	15.26	16.97	86.03	86.03
Ten Year Return	-6.1	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Daily Balance Of Power	9.2 T	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	9.2 T	9.2 T	9.2 T	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)
Day Typical Price	10.58	31.55	30.87	28.01	8.48	8.48	8.47	4.61	4.58	4.62
Period Momentum Indicator	0.01	(0.27)	(0.26)	(0.24)	0.01	0.02	0.01	(0.02)	(0.02)	(0.02)
Rate Of Daily Change	1.0	0.99	0.99	0.99	1.0	1.0	1.0	1.0	1.0	1.0
Day Median Price	10.58	31.55	30.87	28.01	8.48	8.48	8.47	4.61	4.58	4.62
Price Action Indicator	0.005	(0.13)	(0.13)	(0.12)	0.005	0.01	0.005	(0.01)	(0.01)	(0.01)
Coefficient Of Variation	472.36	1472.08	1489.63	1558.95	329.99	356.17	354.36	10378.95	10247.13	5882.91
Mean Deviation	0.226	0.855	0.8508	0.8511	0.1024	0.1071	0.1003	0.3542	0.3443	0.3574
Jensen Alpha	0.0212	(0.07)	(0.07)	(0.07)	0.0258	0.0218	0.0191	(0.02)	(0.02)	(0.02)
Total Risk Alpha	(0.01)	(0.16)	(0.16)	(0.17)	0.003	3.0E-4	(0.0005)	(0.1)	(0.1)	(0.09)
Sortino Ratio	(0.36)	(0.09)	(0.09)	(0.09)	(0.73)	(0.80)	(0.90)	(0.37)	(0.40)	(0.36)
Downside Variance	0.0918	1.09	1.13	1.09	0.0296	0.0257	0.0216	0.1909	0.1667	0.1996
Standard Deviation	0.2848	1.08	1.08	1.08	0.1378	0.1422	0.1286	0.4407	0.4345	0.4437
Kurtosis	0.0082	0.475	0.4658	0.4919	1.89	2.79	1.46	(0.18)	(0.23)	(0.29)
Potential Upside	0.5709	1.94	1.92	1.93	0.2407	0.2407	0.2375	0.6494	0.6623	0.6494
Treynor Ratio	0.2737	0.0747	0.0732	0.0699	0.8403	0.579	0.5779	(0.07)	(0.07)	(0.03)
Maximum Drawdown	1.43	5.53	5.53	5.56	0.7177	0.8375	0.716	1.94	1.74	1.92
Variance	0.0811	1.17	1.17	1.17	0.019	0.0202	0.0165	0.1942	0.1888	0.1969
Market Risk Adjusted Performance	0.2837	0.0847	0.0832	0.0799	0.8503	0.589	0.5879	(0.06)	(0.06)	(0.02)
Risk Adjusted Performance	0.144	0.0545	0.0539	0.0516	0.1849	0.1697	0.1651	1.0E-4	(0.000059)	0.0058
Skewness	(0.07)	(0.02)	(0.02)	(0.01)	0.8259	0.9097	0.5815	0.2095	0.5275	0.2079
Semi Deviation	0.0444	0.992	0.9903	0.9934	0.0	0.0	0.0	0.3726	0.3387	0.3751
Information Ratio	(0.38)	(0.09)	(0.09)	(0.09)	(0.92)	(0.90)	(1.02)	(0.37)	(0.38)	(0.36)
Value At Risk	(0.47)	(1.32)	(1.31)	(1.31)	(0.12)	(0.12)	(0.12)	(0.83)	(0.65)	(0.65)
Expected Short fall	(0.27)	(0.93)	(0.92)	(0.92)	(0.20)	(0.18)	(0.16)	(0.47)	(0.50)	(0.46)
Downside Deviation	0.303	1.05	1.06	1.05	0.1721	0.1604	0.1469	0.4369	0.4083	0.4468
Semi Variance	0.002	0.9841	0.9807	0.9868	(0.04)	(0.03)	(0.03)	0.1388	0.1147	0.1407

Pgim Conservative Competition Performance Charts

Five steps to successful analysis of Pgim Conservative Competition

Pgim Conservative's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Pgim Conservative in relation to its competition. Pgim Conservative's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Pgim Conservative in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Pgim Conservative's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Pgim Conservative, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Pgim Conservative position

In addition to having Pgim Conservative in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Electronic Equipment

Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Electronic Equipment theme has 61 constituents at this time.

You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Electronic Equipment Theme or any other thematic opportunities.

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Other Information on Investing in Pgim Mutual Fund

Pgim Conservative financial ratios help investors to determine whether Pgim Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Pgim with respect to the benefits of owning Pgim Conservative security.

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