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

Da PGIM Global Communications — 5 mar 2025

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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

  • Da PGIM Global Communications

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Riservato a investitori professionali. Tutti gli investimenti comportano un rischio, inclusa la possibile perdita di capitale.

Il presente materiale è solo a scopo informativo ed educativo e non deve essere interpretato come consulenza in materia di investimenti o un’offerta o sollecitazione in relazione ai prodotti o servizi a persone a cui è vietato ricevere tali informazioni ai sensi delle leggi applicabili al loro luogo di cittadinanza, domicilio o residenza. PGIM è la principale attività di gestione patrimoniale di Prudential Financial, Inc. ed è la denominazione commerciale di PGIM, Inc. e le sue controllate a livello globale. PGIM, Inc. è un consulente per gli investimenti registrato dalla US Securities and Exchange Commission (“SEC”). La registrazione presso la SEC non implica un certo livello di abilità o formazione.

Le informazioni su questo sito Web non devono essere considerate una consulenza in materia di investimenti né una raccomandazione sulla gestione o l’investimento dei risparmi pensionistici. Nel rendere disponibili le informazioni su questo sito Web, PGIM, Inc. e le sue affiliate non agiscono in qualità di fiduciari.

Nel Regno Unito queste informazioni sono emesse da PGIM Limited con sede legale in: Grand Buildings, 1-3 Strand, Trafalgar Square, Londra, WC2N 5HR. PGIM Limited è autorizzata e regolamentata dalla Financial Conduct Authority (“FCA”) del Regno Unito (Numero di riferimento della società 193418). Nello Spazio economico europeo (“SEE”), le informazioni sono emesse da PGIM Netherlands B.V. con sede legale in: Gustav Mahlerlaan 1212, 1081 LA Amsterdam, Paesi Bassi. PGIM Netherlands B.V. è autorizzata dalla Autoriteit Financiële Markten (“AFM”) nei Paesi Bassi (numero di registrazione 15003620) e opera sulla base di un passaporto europeo. In alcuni Paesi del SEE, queste informazioni sono una promozione finanziaria, laddove permessa, presentata da PGIM Limited facendo affidamento su disposizioni, esenzioni o licenze disponibili per PGIM Limited secondo accordi di autorizzazione temporanea dopo l’uscita del Regno Unito dall’Unione Europea. Questo materiale è emesso da PGIM Limited e/o PGIM Netherlands B.V per le persone che sono clienti professionali come definito dalle norme della FCA e/o per le persone che sono clienti professionali come definito nella relativa implementazione locale della Direttiva 2014/65/UE (MiFID II).

In Italia queste informazioni sono fornite da PGIM Limited, autorizzata ad operare in Italia dalla Commissione Nazionale per le Società e la Borsa (CONSOB).

In Giappone, le informazioni sono fornite da PGIM Japan Co., Ltd (“PGIM Japan”) e/o PGIM Real Estate (Japan) Ltd. (“PGIMREJ”). PGIM Japan, un operatore commerciale di strumenti finanziari registrato presso l’Agenzia dei Servizi Finanziari del Giappone, offre vari servizi di gestione degli investimenti in Giappone. PGIMREJ è un gestore immobiliare giapponese registrato presso il Kanto Local Finance Bureau del Giappone.

A Hong Kong, le informazioni sono fornite da PGIM (Hong Kong) Limited, una società autorizzata dalla Securities and Futures Commission di Hong Kong a investitori professionali, come definiti nella Sezione 1 della Parte 1 dell’Allegato 1 dell’Ordinanza sui titoli e sui futures (Cap 571). A Singapore, le informazioni sono rilasciate da PGIM (Singapore) Pte. Ltd. (“PGIM Singapore”), una società autorizzata dall’Autorità Monetaria di Singapore in base a una Licenza per servizi nei mercati di capitali per svolgere gestione di fondi e consulenza d’investimento esente. Questo materiale è emesso da PGIM Singapore per informazioni generali degli “investitori istituzionali” ai sensi della Sezione 304 del Securities and Futures Act 2001 di Singapore (l’“SFA”) nonché degli “investitori accreditati” e di altre persone pertinenti in conformità alle condizioni specificate nella Sezione 305 del SFA. In Corea del Sud, le informazioni sono rilasciate da PGIM, Inc., che è autorizzata a fornire servizi discrezionali di gestione degli investimenti direttamente a investitori istituzionali qualificati sudcoreani su base transfrontaliera.

Prudential Financial, Inc. (“PFI”) degli Stati Uniti non è affiliata in alcun modo a Prudential plc, costituita nel Regno Unito o a Prudential Assurance Company, una filiale di M&G plc, costituita nel Regno Unito. 

PGIM, il logo PGIM e il design Rock sono marchi di servizio di PFI e delle sue entità correlate, registrati in molte giurisdizioni in tutto il mondo.

©2022 PFI e le sue entità correlate.

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