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PGIM ranks No. 3 in Barron’s Best Fund Families for strong 2023 fund performancePGIMranksNo.3inBarron’sBestFundFamiliesforstrong2023fundperformance

Por PGIM Global Communications — 7 de mar. de 2024

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Firm ranks No. 2 for Taxable Bond and No. 3 for World Equity categories

PGIM Investments has achieved several top rankings among 49 firms in Barron’s annual Best Fund Families ranking of actively managed mutual funds and ETFs, published on Feb. 29, 2024. The firm achieved the No. 3 ranking for best fund families over the one-year period ending Dec. 31, 2023. In addition, PGIM Investments ranked:

  • No. 2 in the Taxable Bond category for one-year performance
  • No. 3 in the World Equity category for one-year performance
  • No. 6 in the U.S. Equity category for one-year performance

PGIM Investments also ranked No. 13 for five-year performance among 47 firms and No. 10 for ten-year performance among 46 firms.

Stuart Parker
“Our multi-manager model allows us to be specialists at scale, and we believe this is the best way for our managers to deliver alpha, as recognized by Barron’s.”
Stuart ParkerPresident and Chief Executive OfficerPGIM Investments

“We’ve built out a diversified suite of products across asset classes with the goal of outperformance,” said Stuart Parker, president and CEO of PGIM Investments. “Our multi-manager model allows us to be specialists at scale, and we believe this is the best way for our managers to deliver alpha, as recognized by Barron’s.”

Learn more about PGIM Investments’ funds

ABOUT PGIM INVESTMENTS

PGIM Investments LLC and its affiliates offer more than 100 funds globally across a broad spectrum of asset classes and investment styles. All products draw on PGIM’s globally diversified investment platform that encompasses the expertise of managers across fixed income, equities and real estate.

ABOUT PGIM

PGIM, the global asset management business of Prudential Financial, Inc. (NYSE: PRU), is a global investment manager with $1.3 trillion in assets under management as of Dec. 31, 2023. With offices in 18 countries, PGIM’s businesses offer a range of investment solutions for retail and institutional investors around the world across a broad range of asset classes, including public fixed income, private fixed income, fundamental equity, quantitative equity, real estate and alternatives. For more information about PGIM, visit pgim.com.

Prudential Financial, Inc. (PFI) of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom, or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom. For more information please visit news.prudential.com.

Source: Barron’s, “Barron’s Best Fund Families of 2023,” Feb. 29, 2024. Barron’s rankings are based on asset-weighted returns in funds in five categories: U.S. Equity; World Equity (including international and global portfolios); Mixed Asset (which invest in stocks, bonds and other securities); Taxable Bond; and Tax-Exempt (each a “Barron’s ranking category”). Rankings also take into account an individual fund’s performance within its Lipper peer universe. Lipper calculated each fund’s net total return for the year ended Dec. 31, 2023, minus the effects of 12b-1 fees and sales charges. Each fund in the survey was given a percentile ranking, with 100 the highest and 1 the lowest in its category. That ranking measured how a fund compared with its peer “universe,” as tracked by Lipper, not just the funds in the survey. Individual fund scores were then multiplied by the 2020 weighting of their Barron’s ranking category as determined by the entire Lipper universe of funds. Those fund scores were then totaled, creating an overall score and ranking for each fund family in the survey in each Barron’s ranking category. The process is repeated for the five- and 10-year rankings as well. Barron’s Fund Family Rankings are awarded annually.

To qualify for the ranking, firms must offer at least three active mutual funds or actively run ETFs in Lipper’s general U.S. Stock category; one in World Equity; and one Mixed Asset, such as a balanced or allocation fund. They also need to offer at least two taxable bond funds and one national tax-exempt bond fund. All funds must have a track record of at least one year. While the ranking excludes index funds, it does include actively managed ETFs and “smart beta” ETFs, which are run passively but built on active investment strategies.

© Refinitiv Lipper 2024. All Rights Reserved. Refinitiv, an LSEG (London Stock Exchange Group) business, is one of the world’s largest providers of financial markets data and infrastructure. Lipper provides global, independent fund performance data. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper.

Investing in mutual funds involves risk. Some mutual funds have more risk than others. The investment return and principal value will fluctuate, and shares, when sold, may be worth more or less than the original cost, and it is possible to lose money. There is no guarantee a Fund’s objectives will be achieved. Diversification does not assure a profit or protect against loss in declining markets.

Consider a fund’s investment objectives, risks, charges, and expenses carefully before investing. The prospectus and summary prospectus contain this and other information about the fund. Contact your financial professional for a prospectus and summary prospectus or visit us at www.pgiminvestments.com. Read them carefully before investing.

Investment products are distributed by Prudential Investment Management Services LLC, member FINRA and SIPC. Jennison Associates is a registered investment advisor. PGIM Fixed Income is an affiliate of PGIM. Both are Prudential Financial companies. © 2024 Prudential Financial, Inc. and its related entities. PGIM and the PGIM logo are service marks of Prudential Financial, Inc. and its related entities, registered in many jurisdictions worldwide.

This material is being provided for informational or educational purposes only and does not take into account the investment objectives or financial situation of any client or prospective clients. The information is not intended as investment advice and is not a recommendation. Clients seeking information regarding their particular investment needs should contact a financial professional.

Investment products are not insured by the FDIC or any federal government agency, may lose value, and are not a deposit of or guaranteed by any bank or any bank affiliate.

1078325-00001-00

  • Por PGIM Global Communications

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Solo para inversionistas profesionales. Todas las inversiones implican riesgos, incluida la posible pérdida de capital.

Este material es solo para fines informativos y educativos, y no debe interpretarse como asesoramiento de inversión ni como una oferta o promoción relacionada con ningún producto o servicio para cualquier persona que tenga prohibido recibir esta información en virtud de las leyes aplicables a su lugar de ciudadanía, domicilio o residencia. PGIM es el negocio principal de gestión de activos de Prudential Financial, Inc., y un nombre comercial de PGIM, Inc. y sus subsidiarias globales. PGIM, Inc. es un asesor de inversiones registrado en la Comisión de Bolsa y Valores (Securities and Exchange Commission, SEC) de los EE. UU. El registro en la SEC no implica un cierto nivel de competencia o formación.

La información incluida en este sitio web no pretende ser asesoramiento en inversiones y no ofrece recomendación alguna sobre la administración o inversión de sus ahorros para la jubilación. Al poner la información a disposición en este sitio web, PGIM, Inc. y sus afiliadas no actúan como su fiduciario.    

En el Reino Unido, la información es emitida por PGIM Limited, con domicilio social en: Grand Buildings, 1-3 Strand, Trafalgar Square, Londres, WC2N 5HR. PGIM Limited está autorizada y regulada por la Autoridad de Conducta Financiera (Financial Conduct Authority, FCA) del Reino Unido (número de referencia de la empresa: 193418). En el Espacio Económico Europeo (EEE), la información es emitida por PGIM Netherlands B.V., con domicilio social en: Gustav Mahlerlaan 1212, 1081 LA, Ámsterdam, Países Bajos. PGIM Netherlands B.V. está autorizada por Autoriteit Financiële Markten (AFM) en los Países Bajos (número de registro: 15003620) y opera sobre la base de un pasaporte europeo. En ciertos países del EEE, PGIM Limited presenta la información, cuando está permitido, en función de disposiciones, exenciones o licencias disponibles para PGIM Limited en virtud de acuerdos de permisos temporales después de la salida del Reino Unido de la Unión Europea. PGIM Limited o PGIM Netherlands B.V. emiten estos materiales para personas que son clientes profesionales según se define en las reglas de la FCA o para personas que son clientes profesionales según se define en la implementación local pertinente de la Directiva 2014/65/UE (MiFID II). En Italia, la información es proporcionada por PGIM Limited, autorizada para operar en Italia por la Comisión Nazionale per le Società e la Borsa (CONSOB). 

En Japón, la información es proporcionada por PGIM Japan Co., Ltd. (PGIM Japan) o PGIM Real Estate (Japan) Ltd. (PGIMREJ).  PGIM Japan, un operador comercial de instrumentos financieros registrado en la Agencia de Servicios Financieros de Japón, ofrece diversos servicios de gestión de inversiones en Japón.  PGIMREJ es un administrador de activos inmobiliarios japonés que está registrado en la Oficina de Finanzas Locales de Kanto en Japón.

En Hong Kong, PGIM (Hong Kong) Limited, una entidad regulada por la Comisión de Títulos y Futuros de Hong Kong, proporciona la información para inversionistas profesionales según se define en la Sección 1 de la Parte 1 del Anexo 1 de la Ordenanza de Títulos y Futuros (Cap. 571). En Singapur, la información es publicada por PGIM (Singapore) Pte. Ltd. (PGIM Singapore), una entidad regulada por la Autoridad Monetaria de Singapur en virtud de una Licencia de Servicios de Mercados de Capitales para llevar a cabo la gestión de fondos y un asesor financiero exento. Este material es emitido por PGIM Singapur para brindar información general de “inversionistas institucionales”, de conformidad con la Sección 304 de la Ley de Títulos y Futuros (Securities and Futures Act, SFA) de Singapur de 2001, y de “inversionistas acreditados” y otras personas pertinentes de acuerdo con las condiciones especificadas en la Sección 305 de la Ley SFA. En Corea del Sur, la información es emitida por PGIM, Inc., que tiene licencia para prestar servicios discrecionales de gestión de inversiones directamente a inversionistas institucionales calificados de Corea del Sur en forma internacional.

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