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PGIM Investments ranks no. 4 in Barron’s Best Fund FamiliesPGIMInvestmentsranksno.4inBarron’sBestFundFamilies

By PGIM Global Communications — Mar 5, 2025

3 mins

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Firm ranks No. 7 in General Equity and World Equity and No. 8 in Taxable Bond categories

PGIM Investments has earned several top rankings in Barron’s annual Best Fund Families ranking of actively managed mutual funds and ETFs, published on Feb. 27, 2025.

The firm achieved the No. 4 ranking for Best Fund Families over the one-year period ending Dec. 31, 2024. Barron’s Best Fund Families ranking has been conducted annually for more than 20 years, with PGIM being one out of only 48 asset managers of the 793 in Lipper’s database meeting Barron’s criteria for 2024.

PGIM Investments also ranked No. 8 for five-year performance and No. 12 for ten-year performance among 46 firms. Rankings are based on asset-weighted returns.

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PGIM Investments

A provider of actively managed investments including mutual funds, ETFs, and UCITs.

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Stuart Parker
"Our investment teams across asset classes are squarely focused on delivering the best outcome for our investors."
Stuart ParkerPresident and Chief Executive OfficerPGIM Investments

“This recognition is a testament to our unwavering dedication to investment excellence,” said Stuart Parker, president and CEO of PGIM Investments. “Our investment teams across asset classes are squarely focused on delivering the best outcome for our investors. We’re honored to have our efforts lauded by Barron’s.”

In addition, PGIM Investments ranked No. 7 in the General Equity and World Equity categories and No. 8 in the Taxable Bond category for one-year performance.

PGIM Investments offers more than 70 actively managed mutual funds and more than 45 exchange traded funds (ETFs) across fixed income, equity, alternatives and multi-asset class solutions. Visit PGIM.com to 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 is the global asset management business of Prudential Financial, Inc. (NYSE: PRU). In 41 offices across 19 countries, our more than 1,450 investment professionals serve both retail and institutional clients around the world.

As a leading global asset manager, with US$1.38 trillion in assets under management1, PGIM is built on a foundation of strength, stability, and disciplined risk management. Our multi-affiliate model allows us to deliver specialized expertise across key asset classes with a focused investment approach. This gives our clients a diversified suite of investment strategies and solutions with global depth and scale across public and private asset classes, including fixed income, equities, real estate, private credit, and other alternatives. For more information, 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.

1 As of Dec. 31, 2024

Source: Barron’s, “Barron’s Best Fund Families of 2024,” Feb. 27, 2025. Barron’s rankings are based on asset-weighted returns in funds in five categories: General Equity; World Equity; Mixed Asset; Taxable Bond; and Tax-Exempt Bond (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, 2024, 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. This result is then weighted by asset size relative to the fund family’s other assets in its general classification. The score is then multiplied by the weighting of its general classification, as determined by the Lipper universe of funds. Calculations are done for each fund in the study; then the numbers are added for each category and overall. The process is repeated for the five- and 10-year rankings. Barron’s Fund Family Rankings are awarded annually.

To qualify for the ranking, firms must offer at least three active mutual funds or active ETFs in Lipper’s general U.S. Stock category; plus 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. The ranking also includes “smart beta” ETFs, which are run passively but built on active investment strategies. The final list reflects each firm’s active-management ability.

© Refinitiv Lipper 2025. 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 involves risk. Some investments 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. Fixed income investments are subject to interest rate risk, where their value will decline as interest rates rise. 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. Read them carefully before investing.

Investment products are distributed by Prudential Investment Management Services LLC, member FINRA and SIPC. PGIM Investments is a registered investment advisor and investment manager to PGIM registered investment companies. PGIM Quantitative Solutions LLC, Jennison Associates LLC, and PGIM, Inc. are registered investment advisors and Prudential Financial companies. PGIM Fixed Income and PGIM Real Estate are units of PGIM, Inc. and PGIM Quantitative Solutions LLC is a wholly-owned subsidiary of PGIM, Inc.  © 2025 Prudential Financial, Inc. and its related entities. Jennison Associates, Jennison, PGIM Fixed Income, PGIM Real Estate, PGIM Quantitative Solutions, 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 | Are not a deposit of or guaranteed by any bank or any bank affiliate.

Control #4287722

  • By PGIM Global Communications

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For Professional Investors only.* All investments involve risk, including the possible loss of capital.

This material is for informational and educational purposes only and should not be construed as investment advice or an offer or solicitation in respect of any products or services to any persons who are prohibited from receiving such information under the laws applicable to their place of citizenship, domicile or residence. PGIM is the principal asset management business of Prudential Financial, Inc. and a trading name of PGIM, Inc. and its global subsidiaries. PGIM, Inc. is a registered investment adviser with the U.S. Securities and Exchange Commission (“SEC”). Registration with the SEC does not imply a certain level of skill or training.

The information on this website is not intended as investment advice and is not a recommendation about managing or investing your retirement savings. In making the information available on this website, PGIM, Inc. and its affiliates are not acting as your fiduciary.    

In the United Kingdom, this website may be issued by PGIM Private Alternatives (UK) Limited or PGIM Private Capital Limited.  In the European Economic Area (“EEA”), this website may be issued by PGIM Private Capital (Ireland) Limited or PGIM Luxembourg S.A. or PGIM Real Estate Germany AG.

PGIM, Inc. has its headquarters at 655 Broad Street, Newark, NJ 07102. PGIM Private Capital (Ireland) Limited has its registered office at IDA Business Park, Letterkenny, Co. Donegal, F92 FP83, Ireland. PGIM Private Capital (Ireland) Limited is authorised and regulated by the Central Bank of Ireland and registered in Ireland under company number 635793 operating on the basis of a European passport. PGIM Limited and PGIM Private Alternatives (UK) Limited have their registered offices at Grand Buildings, 1-3 Strand, Trafalgar Square, London WC2N 5HR. PGIM Limited is authorised and regulated by the Financial Conduct Authority (“FCA”) of the United Kingdom (Firm Reference Number: 193418). PGIM Private Alternatives (UK) Limited is authorised and regulated by the FCA of the United Kingdom (Firm Reference Number: 181389). PGIM Private Capital Limited has its registered address at 1 London Bridge, London SE1 9BG and is authorised and regulated by the FCA of the United Kingdom (Firm Reference Number: 172071). PGIM Luxembourg S.A., Netherlands Branch is registered with the Netherlands Chamber of Commerce under number 85998877 and has its local offices at Gustav Mahlerlaan 1212, 1088LA Amsterdam, The Netherlands. PGIM Luxembourg S.A. has its registered address at 2 Boulevard de la Foire, L-1528 Luxembourg and is authorised and regulated by the Commission de Surveillance du Secteur Financier (“CSSF”) in Luxembourg (registration number A00001218). PGIM Real Estate Germany AG has its registered address at Wittelsbacher Platz 1, 80333 Munchen, Germany and is authorised and regulated by Bundesanstalt für Finanzdienstleistungsaufsicht (“BaFin”) in Germany (registration number 10138142).

In Japan, information is provided by PGIM Japan Co., Ltd. (“PGIM Japan”) and/or PGIM Real Estate (Japan) Ltd. (“PGIMREJ”).  PGIM Japan, a registered Financial Instruments Business Operator with the Financial Services Agency of Japan offers various investment management services in Japan.  PGIMREJ is a Japanese real estate asset manager that is registered with the Kanto Local Finance Bureau of Japan.

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