PIBAX Mutual Fund

PIBAX Mutual Fund (PGIM Balanced Fund Class A) is managed by PGIM Investments with $775.2M in net assets. PIBAX expense ratio is 1.00%, holding 1948 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 1996-11-07.

PIBAX performance shows a YTD return of 6.20%. The 1-year return is 15.00% and the 5-year return is 7.05%. PIBAX dividend yield stands at 8.85%, paid monthly.

PIBAX top holdings include Nvidia Corp. (3.2%), Apple, Inc (3.1%), Microsoft Corp (2.5%), (Pipa070) Pgim Core Government Money Market Fund (1.9%), Alphabet Inc Common Stock USD 0.001 (1.5%). Go to all PIBAX holdings, PIBAX sectors, or PIBAX dividends.

PIBAX can be compared against other funds. Use PIBAX overlap to find shared positions, or PIBAX vs another fund for a side-by-side view. PIBAX alternatives are available via the screener, along with tax-loss harvesting opportunities.