PGIM Balanced Fund- Class B (PBFBX) Research
This fund aims to provide investors with both current income and long-term capital appreciation. It employs an active management approach, constructing a diversified portfolio that includes equities, fixed-income instruments, and money market securities. The management team seeks to identify and capitalize on investment opportunities that arise from perceived mispricings in the market. Typically, the fund allocates a significant portion—between 45% and 70%—of its total assets to stocks and other equity-linked securities. Under normal market conditions, 30% to 55% of the portfolio is dedicated to fixed-income investments. The fund also maintains the flexibility to invest up to 15% of its total assets in equity-related securities issued by smaller companies.
Market snapshot
- Symbol
- PBFBX
- Price
- $15.25
- Day change
- -1.17%
- Market cap
- $903.5M
- 52-week range
- 12.19-16.6
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Aristotle Value Equity I-2 (ARSQX)
- BNY Mellon New York Tax Exempt Bond Fund, Inc. (DRNYX)
- Allspring Discovery All Cap Growth - Admin (EOMYX)
- AB Cap Fund, Inc. - AB International Strategic Core Portfolio - A (ISARX)
- IVA Worldwide Fund Class A (IVWAX)
- JPMorgan Tax Aware Equity Fund Class A (JPEAX)
- BMO TCH Core Plus Bond Fund Class Y Shares (MCYBX)
- MainStay Income Builder Fund Class R3 (MTXVX)
Open PGIM Balanced Fund- Class B (PBFBX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.