PJIAX Mutual Fund

PJIAX Mutual Fund

NAV$25.49
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Fund Essentials - as of Mar 31, 2026

Net Assets
$217M
Expense Ratio
1.10%
Dividend Yield (Current)
7.76%
Holdings
36
Inception Date
Nov 7, 1996
Fund Family
PGIM Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+20.36%
1 Year+32.38%
3 Year+22.59%
5 Year+14.64%
10 Year+11.91%

Asset Allocation

Stocks: 97.32%
Cash: 2.68%
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Top Holdings

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TickerNameWeight
NINisource Inc.4.80%
GOOGLAlphabet Inc.Class A4.69%
XOMExxon Mobil Corp.4.60%
WMTWalmart, Inc.4.50%
JPMJpmorgan Chase4.39%
Top 10 Concentration: 40.40%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
7.76%
Frequency
Annually
Latest Distribution
$0.85
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

PJIAX Mutual Fund Overview

PJIAX Mutual Fund (PGIM Jennison Focused Value Fund Class A) is managed by PGIM Investments with $217.2M in net assets. PJIAX expense ratio is 1.10%, holding 36 positions across sectors including Financials, Industrials, Information Technology. Inception date: 1996-11-07.

PJIAX performance shows a YTD return of 20.36%. The 1-year return is 32.38% and the 5-year return is 14.64%. PJIAX dividend yield stands at 7.76%, paid annually.

PJIAX top holdings include Nisource Inc. (4.8%), Alphabet Inc.Class A (4.7%), Exxon Mobil Corp. (4.6%), Walmart, Inc. (4.5%), Jpmorgan Chase (4.4%). Go to all PJIAX holdings, PJIAX sectors, or PJIAX dividends.

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