PCIPGIM Corporate Bond 5-10 Year E

Get incomeNewRanked #566 of 1,622 in this goal

Seeks total return through current income and capital appreciation.

By PGIM · Launched 2025

Annual Cost

0.25%

#1,230 of 5,562 · low cost

Fund Size

$535M

#1,514 of 5,562 · large

Dividend YieldGoal

—

Track Record

11 months

#4,631 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$10,333+3.3%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Fixed income

Region

North america

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 13.2% of fund✓ well diversified

JPMORGAN CHASE & CO

1.8%

MORGAN STANLEY

1.8%

MORGAN STANLEY

1.4%

BANK OF AMERICA CORP

1.4%

T-MOBILE USA INC

1.4%

CITIGROUP INC

1.3%

CAPITAL ONE FINANCIAL CO

1.1%

VERIZON COMMUNICATIONS

1.1%

BANK OF AMERICA CORP

1.1%

WELLS FARGO & COMPANY

1.0%

Asset allocation

Bonds

97.0%

Cash

1.8%

Preferred

1.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-3.0%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Bond profile

Duration

4.8 years

Avg maturity

9.8 years

Credit ratings

US Government

3.9%

AAA

3.2%

15.7%

41.4%

BBB

39.6%

Where to buy

Listing

Exchange: Cboe BZX, New York Stock Exchange

Full fund details

Objective: Seeks total return through current income and capital appreciation.
Strategy: Invests primarily in corporate bonds with maturities of 5-10 years, focusing on investment-grade securities. Actively managed, using fundamental credit research and market analysis to guide investment decisions.
Inception date: July 29, 2025
Fund family: PGIM