Registry rank 2958 · Portfolio as of 2026-04-30

PGIM Quant Solutions Large-Cap Core Fund

PTEZX · PTMAX · PTMCX · PTMQX

Best-fit active share39.0%vs IVV · fund as of 2026-04-30 · proxy as of 2026-03-31
Declared-benchmark active share39.0%S&P 500 Index · benchmark match · fund as of 2026-04-30 · proxy as of 2026-03-31 · declared source as of 2025-10-31
PTEZX expense ratio0.49%SEC expense filing · as of 2025-10-31
PTEZX fee per active unit1.26%expense as of 2025-10-31; fund as of 2026-04-30; proxy as of 2026-03-31

Filed fees in dollars

SEC-convention illustration

Computed from SEC filings

Assumptions for each dollar figure: $100,000 starting amount · 5.0% annual return · annual compounding · fees deducted annually · 0.01% computed index-control baseline. Methodology.

Illustrated difference between each class’s filed expense ratio and the computed index-control baseline. Computed from SEC filings.
Share class and filing10 years20 years30 years
PTEZX0.49% · SEC expense filing · as of 2025-10-31$7,289$23,191$55,353
PTMAX0.70% · SEC expense filing · as of 2025-10-31$10,384$32,719$77,347
PTMCX1.44% · SEC expense filing · as of 2025-10-31$20,855$63,526$145,359
PTMQX0.35% · SEC expense filing · as of 2025-10-31$5,194$16,635$39,961

Real trailing windows

Computed on licensed market-return history

Trailing windows use IVV adjusted-close total-return history through 2026-07-29 and the same filed index-control fee baseline as the convention table. Methodology.

Dollar fee drag over actual trailing proxy-return windows. Each result below is computed on licensed market-return history.
Share class and filing10 years20 years30 years
PTEZXFiled fee as of 2025-10-31$16,396Computed on licensed market-return history
2016-07-29 to 2026-07-29 · proxy return 14.88% annualized
$69,011Computed on licensed market-return history
2006-07-31 to 2026-07-29 · proxy return 11.19% annualized
Proxy history begins 2000 — no full 30-year window
PTMAXFiled fee as of 2025-10-31$23,377Computed on licensed market-return history
2016-07-29 to 2026-07-29 · proxy return 14.88% annualized
$97,462Computed on licensed market-return history
2006-07-31 to 2026-07-29 · proxy return 11.19% annualized
Proxy history begins 2000 — no full 30-year window
PTMCXFiled fee as of 2025-10-31$47,075Computed on licensed market-return history
2016-07-29 to 2026-07-29 · proxy return 14.88% annualized
$189,904Computed on licensed market-return history
2006-07-31 to 2026-07-29 · proxy return 11.19% annualized
Proxy history begins 2000 — no full 30-year window
PTMQXFiled fee as of 2025-10-31$11,678Computed on licensed market-return history
2016-07-29 to 2026-07-29 · proxy return 14.88% annualized
$49,465Computed on licensed market-return history
2006-07-31 to 2026-07-29 · proxy return 11.19% annualized
Proxy history begins 2000 — no full 30-year window

These figures are illustrations, not predictions or personalized advice. Returns and fees can differ. Read the research disclaimer.

Change the illustration

Return mode

Computed from SEC filings

Assumptions for the dollar figures below: $100,000 starting amount; 5.0% annual return; 20 years; annual compounding; fees deducted annually; 0.01% computed index-control baseline. PTEZX SEC expense filing, as of 2025-10-31. Methodology.

SEC-convention illustration for PTEZX; expense ratio filed as of 2025-10-31.
ResultAmount
Ending value at baseline$264,825
Ending value at filed expense ratio$241,633
Difference attributed to fee drag$23,191

This is an illustration, not a prediction or personalized advice. Returns and fees can differ. Read the research disclaimer.

Largest active differences vs IVV

The bars are labeled and repeated in the table; color is not the only signal. Linked company names open Buy Like Buffett’s company record; Sensible Investor does not score stocks.

Berkshire Hathaway, Inc.-1.06%
Bank of New York Mellon Corp. (The)+1.00%
HoldingFundIVVDifference
Alphabet, Inc.7.54%5.40%+2.15%
Tesla, Inc.0.81%1.87%-1.06%
Berkshire Hathaway, Inc.0.51%1.57%-1.06%
Lam Research Corp.1.50%0.48%+1.03%
Morgan Stanley1.37%0.35%+1.02%
Citigroup, Inc.1.36%0.35%+1.00%
Bank of New York Mellon Corp. (The)1.15%0.15%+1.00%
Walmart, Inc.0.00%0.97%-0.97%
Visa, Inc.0.00%0.91%-0.91%
Mastercard, Inc.1.55%0.73%+0.83%

Source and verification

SEC N-PORT filing · filed 2026-06-26 · period 2026-04-30

SEC expense filing · period 2025-10-31

Immutable verification record · Active-share method

Cite these figures

Each snippet includes the figure’s source-event date and immutable verification URL.

Best-fit active share

Sensible Investor, “PGIM Quant Solutions Large-Cap Core Fund — best-fit active share,” 39.0% versus IVV, fund portfolio as of 2026-04-30. https://sensible-investor.com/registry/ptezx/as-of/363649da-fcfb-4007-87ef-de06de7710ca

PTEZX filed expense ratio

Sensible Investor, “PGIM Quant Solutions Large-Cap Core Fund — filed expense ratio,” 0.49% for PTEZX, as of 2025-10-31. https://sensible-investor.com/registry/ptezx/as-of/363649da-fcfb-4007-87ef-de06de7710ca

PTEZX fee per active unit

Sensible Investor, “PGIM Quant Solutions Large-Cap Core Fund — fee per unit of active management,” 1.26% using the PTEZX expense ratio as of 2025-10-31 and fund portfolio as of 2026-04-30. https://sensible-investor.com/registry/ptezx/as-of/363649da-fcfb-4007-87ef-de06de7710ca