Summary
The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.
The sub-advisor’s investment process starts with companies in the benchmark index and the research team looks for companies with above-average earnings growth.
Next, the team with the help of qualitative research narrows the list to include companies that are estimated to exhibit characteristics for earnings durability and sustainable business models.
The fund favors from this narrow list a group o
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Directors
Nov 13, 2023- Keith F. Hartstein
- Ellen S. Alberding
- Laurie Simon Hodrick
- Linda W. Bynoe
- Kevin J. Bannon
- Grace C. Torres
- Brian K. Reid
- Scott E. Benjamin
- Stuart S. Parker
- Barry H. Evans
Chief Compliance Officer
- Andrew Donohue
Fund Manager(s)
- Benjamin Bryan
- Eric Sartorius
Price
Company Name |
Holding |
| PGIM Institutional Money Market Fund - D | 7.17 % |
| Crowdstrike Holdings Inc | 2.48 % |
| HEICO Corp | 2.47 % |
| Performance Food Group Co | 2.46 % |
| Burlington Stores Inc | 2.38 % |
| Microchip Technology Inc | 2.22 % |
| Apollo Global Management Inc | 2.1 % |
| Datadog Inc | 1.95 % |
| Marvell Technology Inc | 1.85 % |
| Dexcom Inc | 1.83 % |
| More |
Documents
Performance
YTD
3.6%
3 Year
-40.75%
5 Year
-53.91%
Best
40.33%
2009
Worst
-36.34%
2008
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 8% | 8.3% | -10.3% | 0.9% | -20.2% | 19.7% | 0.8% | 8.4% | -0.8% | 6.1% |
| Q2 | -3.6% | 6.3% | -21.2% | 7% | 29.7% | 5.6% | 4.4% | 2.8% | 1.2% | -1.2% |
| Q3 | - | -6% | -1% | -33% | -26.9% | -0.2% | 4.4% | 4.1% | 2.4% | -9.7% |
| Q4 | - | 5.9% | 5.9% | 3.2% | 22.1% | -26.5% | -14.9% | 4.8% | 0.8% | 2.8% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.1% | 5.9% | 2% | -4.1% | - | - | - | - | - | - | - | - |
| 2023 | 6.7% | -1.1% | 2.6% | -1.8% | 0.4% | 7.8% | 3.4% | -4.3% | -5.1% | -6.3% | 10.9% | 1.2% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 4% | 14% | -26% | -25% | -8% | -5% | -9% | 22% | 4% | -3% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| JDERX | 4% | 14% | -26% | -25% | -8% | -5% | -9% | 22% | 4% | -3% |
| Russell Midcap | 4% | 25% | -27% | 12% | 35% | 34% | -6% | 24% | 6% | -1% |
| Alpha | -1% | -11% | 2% | -38% | -42% | -40% | -3% | -2% | -2% | -2% |