PGIM JENNISON美國成長基金I級別美元累積型

444.30美元1.42(0.32%)
2026/01/16更新
績效 / 
1月0.34%
3月0.33%
1年12.79%
晨星評等
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基本資料

基金公司/總代理人
玉山證券投資信託股份有限公司
註冊地
愛爾蘭
計價幣別
美元
基金組別
美國大型增長型股票
基金家族
PGIM
公開說明書基準指數
-
晨星組別基準指數
Morningstar US LM Brd Growth NR USD
基金規模
590.28百萬截至 2026-01-16
年初至今報酬率
0.95%
殖利率
0.00
晨星評等
-
成立日期
2016-10-19

投資策略

本基金的投資目標是謀求長期資本增長。本基金將透過主要投資於市值超過10億美元的公司及次級投資經理人認為在銷售、收益或較高股東權益報酬率及資產報酬率方面具有比其他公司更快速增長潛力的公司的美國股票及權益證券,以實現其投資目標。

投資九宮格

大型
中型
小型
價值型均衡型增長型

基金經理人

  • Koney Owuraka
  • 資歷 1年(2025-07-01 至今)
  • Owuraka Koney is an equity research analyst covering industrials, consumer, internet, and media companies. He joined Jennison in 2007. Previously, Owuraka worked as an equity research associate covering the aerospace & defense and small cap media sectors at UBS. Owuraka received a BA in economics and political science from Williams College and is a CFA charterholder.
  • Kuhlkin Natasha
  • 資歷 9年(2016-10-19 至今)
  • Natasha Kuhlkin is a large cap growth equity portfolio manager. She joined the firm in 2004 as a research analyst and became a portfolio manager in 2014. Before joining Jennison, Natasha was an equity research analyst for the small cap value fund at Palisade Capital Management and prior to that at Evergreen Investment Management. Natasha received a BS in accounting from Binghamton University and is a CFA charterholder.
  • Boyer Blair
  • 資歷 9年(2016-10-19 至今)
  • Blair Boyer is co-head of the large cap growth equity team and a large cap growth equity portfolio manager. He is responsible for overseeing the investment process, strategy implementation, and risk management for Jennison's large cap growth equity portfolios. He joined Jennison in 1993 as an international equity analyst before assuming his current role as portfolio manager in 2003. Prior to that, he was with Bleichroeder managing international equity portfolios and at Verus Capital as a senior portfolio manager. Blair received a BA in economics from Bucknell University and an MBA from New York University's Stern School of Business.

基金費用

最低認購金額
10,000,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
-
最高管理費
0.65%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
玉山證券投資信託股份有限公司
聯絡電話
(02)5580-5013
基金顧問地址
105-96台北市松山區民生東路三段158號6樓
基金顧問網址
https://www.esunsec.com.tw/