The annual fee that you pay to the fund company for managing your investment. The lower the expense ratio, the better. This is not an investment recommendation.

Dividends

4.1%Dividend Yield

Jan 26

$0.68

Jan 25

$1.94

Jan 24

$2.04

Jan 23

$0.04

10Y Growth

N/A

5Y Growth

N/A

3Y Growth

162.14%

1Y Growth

-64.7%

Competitors

This list is an analysis based on recent market events. It's not an investment recommendation.

Vanguard Wellesley Income Fund Investor Shares

VWINX

Mkt Cap0

Vanguard Wellesley Income Fund is a competitor due to its similar conservative allocation strategy, focusing on income and preservation of capital.

FPA Crescent Fund Institutional Shares

FPACX

Mkt Cap0

FPA Crescent Fund competes by employing a balanced fund approach that mixes stocks and bonds to target conservative growth and income.

Vanguard Lifestrategy Fund Conservative Growth Fund

VSCGX

Mkt Cap0

Vanguard LifeStrategy Conservative Growth Fund offers a similar asset allocation, aiming for conservative growth with a mix of equity and fixed income.

Dodge & Cox Balanced Fund Class I

DODBX

Mkt Cap0

Dodge & Cox Balanced Fund is a competitor because it also targets balanced investment between stocks and bonds, appealing to conservative investors.

Oakmark Equity and Income Fund Investor Class

OAKBX

Mkt Cap0

Oakmark Equity and Income Fund competes by focusing on both equity and income, similar to PGIM Portfolio Ballast's investment strategy.

Schwab Core Equity Fund

SWANX

Mkt Cap0

Schwab Monthly Income Fund - Moderate Payout competes as it aims to provide monthly income through a balanced approach, similar to PBL's strategy.

T. Rowe Price Capital Appreciation Fund

PRWCX

Mkt Cap0

T. Rowe Price Capital Appreciation Fund is a competitor due to its balanced approach in investing in both stocks and bonds for capital growth and income.

Janus Henderson Balanced Fund Class T

JABAX

Mkt Cap0

Janus Henderson Balanced Fund competes by offering a mix of equity and fixed income investments aimed at moderate growth and income.

Mairs & Power Balanced Fund

MAPOX

Mkt Cap0

Mairs & Power Balanced Fund is a competitor because it seeks to provide income and capital growth through a balanced investment in stocks and bonds.

American Funds American Balanced Fund

ABALX

Mkt Cap0

American Funds American Balanced Fund competes by providing a mix of stocks and bonds aimed at achieving growth and income, similar to PBL's objectives.

Holdings

Regions

Sectors

About

The fund seeks to participate in the upside returns of the stock market while limiting volatility and downside losses. The fund will generally not invest directly in equity securities. Instead, the fund will seek to gain exposure to the stock market through listed options on the S&P 500® Index (SPX) or SPDR® S&P 500 ETF (SPY), and through S&P 500® Index futures contracts, while simultaneously holding investments in U.S. Treasuries, U.S. Treasury futures contracts, and cash and cash equivalents to provide fixed income exposure. It is non-diversified.

CEO

Country

United States

ISIN

US69344A8595

Listings

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FAQ

What is PGIM Portfolio Ballast stock price today?▼

The current price of PBL is $33.36 USD — it has decreased by -0.57% in the past 24 hours. Watch PGIM Portfolio Ballast stock price performance more closely on the chart.

What is PGIM Portfolio Ballast stock ticker?▼

Depending on the exchange, the stock ticker may vary. For instance, on BATS exchange PGIM Portfolio Ballast stocks are traded under the ticker PBL.

Is PGIM Portfolio Ballast stock price growing?▼

PBL stock has fallen by -1.04% compared to the previous week, the month change is a -1.94% fall, over the last year PGIM Portfolio Ballast has showed a +9.52% increase.

Does PGIM Portfolio Ballast pay dividends?▼

Yes, PBL dividends are paid annual. The last dividend per share was 0.68 USD. As of today, Dividend Yield (FWD)% is 4.1%.

In which sector is PGIM Portfolio Ballast located?▼

PGIM Portfolio Ballast operates in the Other sector.

When did PGIM Portfolio Ballast complete a stock split?▼

PGIM Portfolio Ballast has not had any recent stock splits.