PGIM JENNISON美國成長基金I級別美元累積型

343.67美元3.46(1%)
2024/07/25更新
績效 / 
1月5.88%
3月6.41%
1年24.72%
晨星評等
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基本資料

基金公司/總代理人
保德信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, Inc
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
156.26百萬截至 2024-07-25
年初至今報酬率
14.38%
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

  • McCarragher Kathleen
  • 資歷 5年(2019-05-10 至今)
  • Kathleen McCarragher is the head of growth equity and a large cap growth equity portfolio manager. She is responsible for overseeing the investment process, strategy implementation, and risk management for Jennison's growth equity platform. Kathleen is also a member of the Jennison Management Team, ESG Investment Leadership Team, and Jennison Board of Directors. Before joining Jennison in 1998, she was a managing director and the director of large cap growth equities with Weiss, Peck & Greer. Prior to that, she was an investor with State Street Research & Management. Kathleen received a BBA, summa cum laude, in finance and economics from the University of Wisconsin-Eau Claire and an MBA from Harvard Business School.
  • Kuhlkin Natasha
  • 資歷 8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 8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
保德信證券投資信託股份有限公司
聯絡電話
(02)8172-5588
基金顧問地址
台北市信義區基隆路一段 333 號 14 樓(台北世界貿易中心國際貿易大樓)
基金顧問網址
www.pru.com.tw