PGIM Balanced Fund- Class R (PALRX) Research
This fund seeks to generate both current income and significant long-term capital appreciation for its investors. It follows an actively managed approach, strategically investing in a diversified mix of stocks, bonds, and money market instruments, with a focus on capitalizing on perceived mispricings in the market. The portfolio typically allocates a substantial portion, ranging from 45% to 70% of its total holdings, to equities and related securities. Under normal market conditions, 30% to 55% of the fund's entire asset base is committed to fixed-income investments. Furthermore, the fund may dedicate up to 15% of its total assets to equity-linked securities issued by smaller companies.
Market snapshot
- Symbol
- PALRX
- Price
- $19.52
- Day change
- +0.72%
- Market cap
- $1.1B
- 52-week range
- 17.62-19.76
- 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 C (PABCX)
- FPA Queens Road Small Cap Value Inv (QRSVX)
- Schwab MarketTrack All Equity (SWEGX)
Open PGIM Balanced Fund- Class R (PALRX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.