PGIM Balanced Fund- Class C (PABCX) Research
The fund aims to achieve both current income generation and substantial long-term growth of invested capital. Its strategy involves actively managing a diverse portfolio that spans equities, fixed-income securities, and money market instruments, specifically seeking to exploit perceived mispricings in the market. A significant portion, ranging from 45% to 70% of its total assets, is committed to stocks and related instruments. Under normal operating conditions, 30% to 55% of the fund's holdings are typically allocated to debt securities. Additionally, the fund maintains the option to dedicate up to 15% of its total assets to equity-linked investments in smaller enterprises.
Market snapshot
- Symbol
- PABCX
- Price
- $19.67
- Day change
- +0.72%
- Market cap
- $1.1B
- 52-week range
- 17.76-19.9
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Brown Advisory Flexible Equity Fund Advisor Shs (BAFAX)
- iShares Russell Small/Mid-Cap Idx Inv A (BSMAX)
- Meeder Muirfield Retail (FLMFX)
- Franklin Corefolio Allocation Fund Class C (FTCLX)
- William Blair Small Cap Value Fund Class I (ICSCX)
- PGIM Balanced Fund- Class R (PALRX)
- FPA Queens Road Small Cap Value Inv (QRSVX)
- Schwab MarketTrack All Equity (SWEGX)
Open PGIM Balanced Fund- Class C (PABCX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.