PGIM Balanced Fund (PABFX) Research

This actively managed fund strategically allocates its capital across equities, bonds, and money market instruments, aiming to capitalize on perceived market inefficiencies. A significant portion, specifically 45% to 70% of its total assets, is dedicated to stocks and other equity-linked securities. Under typical market conditions, the fund allocates between 30% and 55% of its overall holdings to fixed-income investments. Additionally, it has the flexibility to commit up to 15% of its total assets to equity-related securities issued by small companies.

Market snapshot

Symbol
PABFX
Price
$19.73
Day change
+0.10%
Market cap
$1.1B
52-week range
17.81-19.99
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Hennessy Gas Utility Fund (GASFX)
  • Mondrian International Value Equity Fund (MPIEX)
  • Needham Aggressive Growth Fund (NEAIX)
  • T. Rowe Price Extended Equity Market Index Fund (PEXMX)
  • PGIM Quant Solutions Large-Cap Core Equity Fund (PTEZX)
  • Schwab Target 2030 Fund (SWDRX)
  • T. Rowe Price Retirement Blend 2030 Fund (TBLGX)
  • T. Rowe Price Retirement Blend 2030 Fund (TBLWX)

Open PGIM Balanced Fund (PABFX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.