Summary
The fund seeks capital appreciation by investing in mega-and large-size companies in the United States.
The sub-advisor’s investment process is designed to identify companies that are estimated to trade below their fair values. The process seeks established companies that are considered to be relatively inexpensive to their earnings power and growth, peers and broader market.
The investment process starts with a list of companies in the benchmark index and narrows the list to include with a growth track record of ea
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Directors
May 11, 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
- Isabelle Sajous
Fund Manager(s)
Price
Company Name |
Holding |
| Chevron Corp | 1.43 % |
| Wells Fargo & Co | 1.36 % |
| Verizon Communications Inc | 1.33 % |
| Johnson & Johnson | 1.14 % |
| Chubb Ltd | 1.06 % |
| Pfizer Inc | 0.88 % |
| ConocoPhillips | 0.81 % |
| Citigroup Inc | 0.77 % |
| Cigna Group/The | 0.75 % |
| Centene Corp | 0.68 % |
| More |
Documents
Performance
YTD
3.4%
3 Year
-11.4%
5 Year
-6.90%
Best
35.72%
2003
Worst
-35.68%
2008
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 9.1% | -0.9% | 1.6% | 18.5% | -38.3% | 10.1% | -2.9% | 2.5% | 1.4% | -1.6% |
| Q2 | -5.5% | 2.8% | -12.7% | 14.1% | 18.5% | -0.3% | 2.5% | 1.3% | 2.6% | 0.2% |
| Q3 | - | -2.9% | -7.5% | -9.4% | 0.6% | -0.9% | 2.5% | 4.1% | 5.2% | -8.8% |
| Q4 | - | 7.8% | 3.3% | 6.6% | 14% | 4.3% | -15.4% | 6.1% | 11.7% | 4.3% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.6% | 2.9% | 6.7% | -5.9% | - | - | - | - | - | - | - | - |
| 2023 | 8.6% | -4.7% | -4.3% | 1.2% | -5.2% | 7.1% | 4.4% | -3.9% | -3.3% | -4.1% | 7.6% | 2.9% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 3% | 5% | -15% | 19% | -8% | 0% | -15% | 16% | 22% | -6% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| SUVAX | 3% | 5% | -15% | 19% | -8% | - | -15% | 16% | 22% | -6% |
| Russell 1000 | - | - | -14% | 23% | 0% | 23% | -11% | 11% | 14% | -6% |
| Alpha | 3% | 5% | -1% | -3% | -8% | - | -5% | 5% | 8% | -0% |