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PRUTX Prudential Jennison Utility B

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Fund PRUTX Prudential Jennison Utility B PUI PowerShares DWA Utilities Momentum ETF  
100% 87%
Annual Fees
(1.54% Exp. Ratio)
(0.60% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$33,406.28 $44,424.73
Est. savings over 30 yrs +$11,018.44
As of 9/30/16
1 YR RETURN 17.27%
3 YR 8.98%
5 YR 13.46%
10 YR 6.18%
1 YR RETURN 22.17%
3 YR 13.02%
5 YR 13.95%
10 YR 6.91%
The investment seeks total return through a combination of capital appreciation and current income. The fund normally invests at least 80% of the fund's investable assets in equity and equity-related and investment-grade debt securities of utility companies. The term "investable assets" refers to the fund's net assets plus any borrowings for investment purposes. The fund's investable assets will be less than its total assets to the extent that it has borrowed money for non-investment purposes, such as to meet anticipated redemptions. It is non-diversified.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the Dorsey Wright® Utilities Technical Leaders Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in common stocks of companies that comprise the underlying index. The underlying index is composed of at least 30 common stocks of companies in the utilities sector that have powerful relative strength or "momentum" characteristics.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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