Prudential Jennison Small Fund Manager Performance Evaluation
| PJSQX Fund | USD 26.60 0.09 0.34% |
The fund holds a Beta of 1.12, which implies a somewhat significant risk relative to the market. Prudential Jennison returns are very sensitive to returns on the market. As the market goes up or down, Prudential Jennison is expected to follow.
Risk-Adjusted Performance
15 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Prudential Jennison Small are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Prudential Jennison may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 0.6900 |
Prudential |
Prudential Jennison Relative Risk vs. Return Landscape
If you would invest 2,373 in Prudential Jennison Small on September 1, 2024 and sell it today you would earn a total of 287.00 from holding Prudential Jennison Small or generate 12.09% return on investment over 90 days. Prudential Jennison Small is currently producing 0.1828% returns and takes up 0.9341% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Prudential, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Prudential Jennison Current Valuation
Fairly Valued
Today
Please note that Prudential Jennison's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Prudential Jennison Small holds a recent Real Value of $26.17 per share. The prevailing price of the fund is $26.6. We determine the value of Prudential Jennison Small 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.
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 26.6 | Real 26.17 | Hype 26.6 | Naive 26.8 |
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.
Estimating the potential upside or downside of Prudential Jennison Small 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: 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 Small, 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 = 0.1957
| Best Portfolio | Best Equity | |||
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| Small Returns | PJSQX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.93 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.18 actual daily | 3 97% 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.
| Price To Earning | 21.82 X | ||||
| Price To Book | 2.13 X | ||||
| Price To Sales | 1.52 X | ||||
| Total Asset | 1.96 B | ||||
About Prudential Jennison Performance
Evaluating Prudential Jennison's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Prudential Jennison has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Prudential Jennison has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. 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 small, less well-known companies that the subadviser believes are relatively undervalued. In deciding which stocks to buy, the subadviser uses a blend of both value and growth styles. The subadviser currently considers small companies to be those with a market capitalization less than the largest market capitalization of the Russell 2500 Index at the time of investment.Things to note about Prudential Jennison Small 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 Small help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.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.
Other Information on Investing in Prudential Mutual Fund
Prudential Jennison financial ratios help investors to determine whether Prudential 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 Prudential with respect to the benefits of owning Prudential Jennison security.
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