Fund Evaluator:

PGIM Quant Solutions Large-Cap Val Z Overview

PGIM Quant Solutions Large-Cap Val Z (SUVZX) is an actively managed U.S. Equity Large Value fund. PGIM launched the fund in 2001.

The investment seeks long-term growth of capital. The fund invests in a diversified portfolio of large-capitalization company stocks that the subadviser believes are attractively priced when evaluated using quantitative measures such as P/E, P/CF, and P/B ratios. Although the strategy emphasizes attractive valuations, the subadviser also considers other quantifiable characteristics. Such characteristics may include measures of earnings quality, external financing, or trends in the earnings outlook. The subadviser's investment management team also exercises judgment when evaluating underlying data and positions recommended by the fund's quantitative process.

About PGIM Quant Solutions Large-Cap Val Z (SUVZX)

There are 2 members of the management team with an average tenure of 7.50 years: Stacie Mintz (2023), Stephen Courtney (2014). Management tenure is more important for actively managed funds than passive index funds.

The fund has 2 primary benchmarks: S&P 500 (TR) (1970) index with a weighting of 100% and Russell 1000 Value TR USD index with a weighting of 100%. PGIM Quant Solutions Large-Cap Val Z has 276 securities in its portfolio. The top 10 holdings constitute 24.7% of the fund’s assets. The fund meets the SEC requirement of being classified as a diversified fund. The fund is not considered to have an ESG focus with its investment selection and management.

PGIM Quant Solutions Large-Cap Val Z is part of the Equity global asset class and is within the U.S. Equity fund group. PGIM Quant Solutions Large-Cap Val Z has 0.8% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 99.0%. There is 0.8% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 0.0% (0.0% domestic bond, 0.0% foreign bond and 0.0% convertible bond). PGIM Quant Solutions Large-Cap Val Z has 0.3% of the portfolio in cash.

Assets Under Management

The fund has $46 million in total assets, which is below the $1 billion average for the Large Value category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.

SUVZX Performance and Fees

The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The PGIM Quant Solutions Large-Cap Val Z expense ratio is above average compared to funds in the Large Value category. PGIM Quant Solutions Large-Cap Val Z has an expense ratio of 0.79%, which is 15% lower than its category average, making the fund expense ratio grade a C. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.

High portfolio turnover can translate to higher expenses and lower aftertax returns. PGIM Quant Solutions Large-Cap Val Z has a portfolio turnover rate of 107%, indicating that holds its assets around 0.0 years. By way of comparison, the average portfolio turnover is 62% for the Large Value category.

Recently, in the month of July 2026, PGIM Quant Solutions Large-Cap Val Z returned 4.4%, which earned it a grade of A, as the Large Value category had an average return of 2.9%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all funds in that category.

PGIM Quant Solutions Large-Cap Val Z has a trailing yield of 1.28%, which is above the 1.20% category average. The fund normally distributes its income annually and its capital gains annually.

It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.

PGIM Quant Solutions Large-Cap Val Z Grades

Year to date, the fund has returned 22.3%, 8.1 percentage points better than the category, which translates into a grade of A. The fund has returned 36.8% over the past year (grade of A), 18.3% over the past three years (grade of A) and 11.9% per year over the past five years (grade of B) and 10.8% per year over the past 10 years (grade of D).

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