PGIM Balanced Fund

Shareclass
PGIM Balanced Z (PABFX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund PGIM Balanced Fund

FUND COVERAGE
# of holdings518
% of assets51%
Score
55 / 100
Rank

83.6 percentile

Group: Allocation

Rank: #108 out of 653

Grade
A

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

26 / 40

Gender Equality: Equal Compensation and Work Life Balance

10 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. QBE Insurance Group Ltd
         % of fund invested: 0.06%
         $USD invested: $620,401
  • 2. Allianz SE
         % of fund invested: 0.02%
         $USD invested: $241,497
  • 3. Qantas Airways Ltd
         % of fund invested: 0.03%
         $USD invested: $391,443
  • 4. AstraZeneca PLC
         % of fund invested: 0.03%
         $USD invested: $287,865
  • 5. Standard Chartered PLC
         % of fund invested: 0.06%
         $USD invested: $715,751
  • 6. NatWest Group PLC
         % of fund invested: 0.09%
         $USD invested: $997,345
  • 7. Swedbank AB Class A
         % of fund invested: 0.04%
         $USD invested: $476,179
  • 8. Sanofi SA
         % of fund invested: 0.01%
         $USD invested: $141,851
  • 9. Helia Group Ltd
         % of fund invested: 0.05%
         $USD invested: $602,861
  • 10. Novartis AG Registered Shares
         % of fund invested: 0.16%
         $USD invested: $1.76M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. GRAIL Inc
         % of fund invested: <0.01%
         $USD invested: $23,652
  • 2. TG Therapeutics Inc
         % of fund invested: <0.01%
         $USD invested: $36,125
  • 3. Shopify Inc Registered Shs -A- Subord Vtg
         % of fund invested: 0.03%
         $USD invested: $311,990
  • 4. Astera Labs Inc
         % of fund invested: 0.07%
         $USD invested: $822,360
  • 5. SoundHound AI Inc Ordinary Shares - Class A
         % of fund invested: <0.01%
         $USD invested: $54,672
  • 6. Virtu Financial Inc Class A
         % of fund invested: 0.04%
         $USD invested: $411,800
  • 7. IonQ Inc Class A
         % of fund invested: <0.01%
         $USD invested: $98,400
  • 8. BridgeBio Pharma Inc
         % of fund invested: 0.02%
         $USD invested: $218,148
  • 9. Alpha Metallurgical Resources Inc
         % of fund invested: 0.01%
         $USD invested: $147,681
  • 10. Seacoast Banking Corp of Florida
         % of fund invested: <0.01%
         $USD invested: $109,548

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund PGIM Balanced Fund

Totals

Holdings
Assets
Weight
Prisons
15
$88.6M
7.89%
     Prisons high risk
1
$164,835
0.01%
     Private prisons
1
$164,835
0.01%
Borders
20
$96.75M
8.61%
     Borders high risk
7
$9.17M
0.82%
Total
26
$105.17M
9.36%
Full fund results

Holdings — 26 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$36.63M
3.26%
Prisons
Borders :
$36.63M
3.26%
2.
Amazon.com Inc
Prisons
Borders
$13.37M
1.19%
Prisons
Borders :
$13.37M
1.19%
3.
Alphabet Inc Class A
Prisons
Borders
$12.25M
1.09%
Prisons
Borders :
$12.25M
1.09%
4.
Alphabet Inc Class C
Prisons
Borders
$10.43M
0.93%
Prisons
Borders :
$10.43M
0.93%
5.
General Dynamics Corp
Borders
$5.15M
0.46%
Borders :
$5.15M
0.46%
6.
Salesforce Inc
Borders
$4.05M
0.36%
Borders :
$4.05M
0.36%
7.
General Motors Co
Prisons
Borders
$3.65M
0.32%
Prisons
Borders :
$3.65M
0.32%
8.
Berkshire Hathaway Inc Class B
Prisons
$3.24M
0.29%
Prisons
$3.24M
0.29%
9.
Palantir Technologies Inc Ordinary Shares - Class A
Borders
$2.12M
0.19%
Borders :
$2.12M
0.19%
10.
Target Corp
Prisons
$2.02M
0.18%
Prisons
$2.02M
0.18%
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