SDMAX Mutual Fund

SDMAX Mutual Fund (PGIM Short Duration Multi-Sector Bond Fund Class A) is managed by PGIM Investments with $844.4M in net assets. SDMAX expense ratio is 0.62%, holding 1268 positions across sectors including Financials, Energy, Utilities. Inception date: 2013-12-23.

SDMAX performance shows a YTD return of 0.83%. The 1-year return is 1.70% and the 5-year return is 2.70%. SDMAX dividend yield stands at 4.14%, paid monthly.

SDMAX top holdings include Us Treasury N/B 03/28 3.875 (6.5%), Treasury Note (Otr) 3.38% Nov 30, 2027 3.38 2027-11-30 (5.8%), Treasury Note (Otr) 3.5% Sep 30, 2027 (2.8%), Pgim Etf Trust (2.1%), Us Treasury N/B 3.38% 02/29/2028 3.38 (1.8%). Go to all SDMAX holdings, SDMAX sectors, or SDMAX dividends.

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