About PFSZX
PGIM Jennison Financial Services Fund Class Z is an actively managed mutual fund that primarily targets capital appreciation by investing at least 80% of its assets in equity and equity-related securities of companies within the financial services sector. The fund’s portfolio includes prominent U.S. and international financial institutions, such as banks, insurance firms, brokerages, payment processors, and related service providers. Among its largest holdings are major industry players like JPMorgan Chase & Co., Chubb Ltd, Visa Inc, KKR & Co., and Mastercard Inc, underscoring its focus on established financial services enterprises.
The fund is structured to provide exposure across a range of company sizes, with significant allocations to large- and giant-cap stocks, while also maintaining representation in mid-, small-, and micro-cap firms. Aimed at institutional investors, Class Z offers a competitive expense ratio among similar funds. By concentrating on the financial sector, the fund plays a specialized role in diversified portfolios, enabling investors to capitalize on trends and growth opportunities within banking, payments, insurance, and asset management industries.
Fund Family PGIM
Category Financial
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol PFSZX
Share Class Class Z
Index S&P Composite 1500 Financials TR
PFSZX had a total return of 12.73% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.44%.
