It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
MyPlanIQ 401k Investor The Prudential Employee Savings Plan

The Prudential Employee Savings Plan Investment Model Portfolios

Investment Menu Rating:

More retirement plan match, contribution, and login info
THE PRUDENTIAL EMPLOYEE SAVINGS PLAN
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
Others
Moderate Allocation PABFX Dryden Active Allocation Fund
ROOT CASH Money market substitute
INTERNATIONAL EQUITY
Foreign Large Blend PJRAX Dryden International Equity Fund
US EQUITY
LARGE BLEND SWANX Core Equity Account
MID-CAP VALUE ARTQX Artisan Mid-Cap Value Fund
Mid-Cap Growth PEGZX Jennison Mid-Cap Growth Fund
REAL ESTATE
Global Real Estate PURRX Prudential Real Estate Fund
FIXED INCOME
High Yield Bond RITFX American High Income Trust Fund
Intermediate Government FVIIX Fidelity Advisor Government Income Fund
Total Available Funds: 14
Asset Class Ticker Description Rating
Others
Moderate Allocation PABFX Dryden Active Allocation Fund
ROOT CASH Money market substitute
INTERNATIONAL EQUITY
Foreign Large Blend PJRAX Dryden International Equity Fund
US EQUITY
LARGE BLEND SWANX Core Equity Account
MID-CAP VALUE ARTQX Artisan Mid-Cap Value Fund
Mid-Cap Growth PEGZX Jennison Mid-Cap Growth Fund
LARGE GROWTH DEIGX Core Bond Enhanced Index/PIM/Fund
LARGE BLEND VLACX Large Cap Value/LSV Asset Management Fund
LARGE BLEND PDSIX Dryden Stock Index Fund
LARGE GROWTH PJFZX Jennison Growth Fund
Small Growth JSCRX Small Company Stock Account
REAL ESTATE
Global Real Estate PURRX Prudential Real Estate Fund
FIXED INCOME
High Yield Bond RITFX American High Income Trust Fund
Intermediate Government FVIIX Fidelity Advisor Government Income Fund
Total Available Funds: 14
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
Others
Moderate Allocation PABFX Dryden Active Allocation Fund 74% 3 60 0 1% 9.82%
ROOT CASH Money market substitute 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Blend PJRAX Dryden International Equity Fund 35% 3 60 0 1.49% 10.62%
US EQUITY
LARGE BLEND SWANX Core Equity Account 99% 3 60 0 0.73% 6.97%
MID-CAP VALUE ARTQX Artisan Mid-Cap Value Fund 91% 3 60 0 1.05% 7.15%
Mid-Cap Growth PEGZX Jennison Mid-Cap Growth Fund 89% 3 60 0 1.08% 7.71%
LARGE GROWTH DEIGX Core Bond Enhanced Index/PIM/Fund 83% 3 60 0 0.68% 16.99%
LARGE BLEND VLACX Large Cap Value/LSV Asset Management Fund 81% 3 60 0 0.04% 1.1%
LARGE BLEND PDSIX Dryden Stock Index Fund 76% 3 60 0 0.19% 9.27%
LARGE GROWTH PJFZX Jennison Growth Fund 74% 3 60 0 1.71% 11.45%
Small Growth JSCRX Small Company Stock Account 43% 3 60 0 0.82% 9.08%
REAL ESTATE
Global Real Estate PURRX Prudential Real Estate Fund 35% 3 60 0 1.47% 1.91%
FIXED INCOME
High Yield Bond RITFX American High Income Trust Fund 89% 3 60 0 0.72% 6.77%
Intermediate Government FVIIX Fidelity Advisor Government Income Fund 65% 3 60 0 0.76% 3.45%
Average Expense Ratio: 0.9%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
Model Portfolios
Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.1% 10.7% 1.6% 4.4% 3.7% 5.0%

Sign up or Login and subscribe to get rebalance emails for this portfolio

Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.5% 12.8% 5.3% 8.7% 7.5% 7.7%

Sign up or Login and subscribe to get rebalance emails for this portfolio

Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description(Ticker:PRU)
The plan consists of 15 funds. It covers 4 major asset classes and 10 minor asset classes. The major asset classes it covers are US Equity, REITs, Fixed Income and Foreign Equity.

Prudential Financial, Inc., through its subsidiaries, provides various financial products and services in the United States, Asia, Europe, and Latin America. The company operates through three divisions: The U.S. Retirement Solutions and Investment Management, The U.S. Individual Life and Group Insurance, and The International Insurance and Investments.



Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.