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Upturn AI SWOT - About
PGIM Short Duration High Yield Opportunities Fund (SDHY)
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Upturn Advisory Summary
04/22/2025: SDHY (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $
1 Year Target Price $
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 11.51% | Avg. Invested days 69 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/22/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 412.04M USD | Price to earnings Ratio 10.31 | 1Y Target Price - |
Price to earnings Ratio 10.31 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 15.01 - 16.97 | Updated Date 06/29/2025 |
52 Weeks Range 15.01 - 16.97 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 7.76% | Basic EPS (TTM) 1.62 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE 10.31 | Forward PE - | Enterprise Value - | Price to Sales(TTM) 10.27 |
Enterprise Value - | Price to Sales(TTM) 10.27 | ||
Enterprise Value to Revenue 13.64 | Enterprise Value to EBITDA - | Shares Outstanding 24673100 | Shares Floating - |
Shares Outstanding 24673100 | Shares Floating - | ||
Percent Insiders 0.37 | Percent Institutions 57.4 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
PGIM Short Duration High Yield Opportunities Fund
Company Overview
History and Background
PGIM Short Duration High Yield Opportunities Fund (the 'Fund') is a closed-end management investment company. The Fund seeks to provide a high level of current income with a secondary goal of capital appreciation. Details on its founding year and milestones are available in regulatory filings.
Core Business Areas
- High Yield Investments: The Fund primarily invests in a portfolio of high yield corporate debt securities and other income-producing investments. These investments are typically lower-rated (below investment grade) debt instruments.
- Short Duration Focus: The Fund emphasizes investments with shorter maturities, aiming to manage interest rate risk and provide stability in a rising rate environment.
Leadership and Structure
The Fund is managed by PGIM Fixed Income, a unit of Prudential Financial. Details on specific leadership roles and organizational structure are available in public filings.
Top Products and Market Share
Key Offerings
- Short Duration High Yield Fund: The Fund offers exposure to a diversified portfolio of short duration high yield bonds. Market share data is challenging to obtain precisely for this specific fund but can be inferred from comparable high-yield fund categories. Competitors include other short-duration high-yield funds from firms like BlackRock and Eaton Vance. Revenue data specific to this fund is proprietary.
Market Dynamics
Industry Overview
The high-yield bond market is influenced by economic conditions, interest rates, and credit spreads. Short-duration strategies are favored when rates are expected to rise.
Positioning
PGIM Short Duration High Yield Opportunities Fund aims to capitalize on inefficiencies in the high-yield market by focusing on shorter maturities and active management.
Total Addressable Market (TAM)
The total addressable market includes all high-yield fixed income assets. The exact TAM fluctuates based on market conditions. PGIM's fund is positioned to capture a segment of this market through its short-duration strategy.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Disciplined investment process
- Focus on short duration reduces interest rate risk
- Access to PGIM's research capabilities
Weaknesses
- High expense ratio compared to some ETFs
- Closed-end fund structure can lead to trading at a discount to NAV
- Reliance on high-yield market performance
- Potential for credit losses
Opportunities
- Increasing demand for income in a low-yield environment
- Potential for outperformance through active management
- Expansion of the high-yield market
- Capitalizing on market inefficiencies
Threats
- Rising interest rates could negatively impact bond prices
- Economic recession could lead to higher default rates
- Increased competition from ETFs and other investment vehicles
- Regulatory changes
Competitors and Market Share
Key Competitors
- HYG
- JNK
- ANGL
Competitive Landscape
PGIM's fund differentiates itself with its active management and short-duration focus. Competitors offer broader high-yield exposure, often through passive ETFs.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is dependent on market conditions and the Fund's investment performance. The fund's growth can be inferred from the assets under management.
Future Projections: Future growth is uncertain and depends on market factors. Analyst estimates are not readily available for this specific fund.
Recent Initiatives: Recent initiatives would involve changes in investment strategy or management objectives, if any, as detailed in official communications.
Summary
PGIM Short Duration High Yield Opportunities Fund offers income with lower interest rate risk. The Fund is actively managed but has a higher expense ratio than passive options. A key strength is the experienced management team while the short duration focus mitigates interest rate risk. Potential weaknesses include market risk and credit risk associated with high-yield bonds.
Peer Comparison
Sources and Disclaimers
Data Sources:
- PGIM Fixed Income website
- SEC Filings
- Morningstar
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Market conditions and fund performance are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About PGIM Short Duration High Yield Opportunities Fund
Exchange NYSE | Headquaters Newark, NJ, United States | ||
IPO Launch date 2020-11-25 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | Website |
Full time employees - | Website | ||
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