PGIM QMA Mid-Cap Value Fund- Class C (NCBVX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.06: the stock has moved about 6% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerPGIM QMA Mid-Cap Value Fund- Class C (NCBVX) trades at $26.96. PGIM QMA Mid-Cap Value Fund- Class C is an asset management fund focused on capital growth through investments in mid-cap companies. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for NCBVX: NCBVX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
PGIM QMA Mid-Cap Value Fund- Class C (NCBVX) Financial Services Profile
PGIM QMA Mid-Cap Value Fund- Class C seeks capital growth by investing primarily in equity and equity-related securities of mid-cap U.S. companies, including up to 25% in REITs. The fund operates within the asset management sector, targeting companies within the Russell Midcap Index range, with a beta of 1.06.
What Is the Investment Thesis for NCBVX?
PGIM QMA Mid-Cap Value Fund- Class C presents an investment opportunity focused on capital appreciation through mid-cap equities. With a beta of 1.06, the fund exhibits market-correlated volatility. The fund's strategy of allocating at least 80% of its assets to mid-cap companies, benchmarked against the Russell Midcap Index, aims to capture growth from this segment. The inclusion of up to 25% in REITs offers diversification and potential income. Key to the investment thesis is the fund's ability to identify undervalued mid-cap stocks with growth potential. However, investors may want to evaluate the fund's lack of dividend yield and the inherent risks associated with equity investments.
Based on FMP financials and quantitative analysis
NCBVX Key Highlights
The fund invests at least 80% of its assets in equity and equity-related securities of mid-cap companies.
- The fund benchmarks its mid-cap investments against the Russell Midcap Index.
- Up to 25% of the fund's total assets can be invested in real estate investment trusts (REITs).
- The fund's market capitalization is $0.18 billion.
- The fund has a beta of 1.06, indicating market-correlated volatility.
Who Are NCBVX's Competitors?
NCBVX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| ALSRX Alger Small Cap Growth Institutional Fund Class I | $21.57 | +1.36% | $201M | — |
| ASQIX American Century Small Company Fund Investor Class | $21.08 | +1.01% | $188M | — |
| BVAOX Madison Small Cap Fund Class Y | $10.35 | +1.17% | $160M | — |
| CBLLX Wells Fargo C&B Large Cap Value Fund - Class Admin | $11.42 | -0.70% | $159M | — |
| FLRUX Meeder Conservative Allocation Retail | $24.20 | +0.12% | $169M | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | — |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | — |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | — |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are NCBVX's Key Strengths?
Focus on mid-cap companies with growth potential.
- Diversification through REIT investments.
- Established brand and reputation of PGIM.
- Access to proprietary research and investment expertise.
What Are NCBVX's Weaknesses?
Reliance on the performance of mid-cap equities.
- Vulnerability to market volatility.
- Lack of dividend yield.
- Dependence on subadviser's investment decisions.
What Are the Key Risks for NCBVX?
Economic recession impacting the performance of mid-cap companies.
- Rising interest rates negatively affecting REIT valuations.
- Increased competition from other asset management firms.
- Market volatility impacting the fund's net asset value (NAV).
What Are NCBVX's Competitive Advantages?
- Established brand and reputation of PGIM.
- Access to proprietary research and investment expertise.
- Diversified portfolio of mid-cap stocks and REITs.
What Does NCBVX Do?
PGIM QMA Mid-Cap Value Fund- Class C is designed to achieve capital growth by strategically investing in mid-cap companies. The fund channels at least 80% of its investable assets into equity and equity-related securities of these companies, aligning its investment strategy with the performance of the Russell Midcap Index. The fund's subadviser defines mid-cap companies as those whose market capitalizations fall within the range of the Russell Midcap Index at the time of purchase. A significant portion of the fund's assets is allocated to U.S. equity and equity-related securities, with the flexibility to invest up to 25% of its total assets in real estate investment trusts (REITs). This approach allows the fund to tap into the potential growth of the real estate sector while maintaining a core focus on mid-cap equities. The fund operates within the broader asset management industry, providing investors with a vehicle to access a diversified portfolio of mid-cap value stocks.
What Products and Services Does NCBVX Offer?
- Invests in equity and equity-related securities of mid-cap companies.
- Targets companies within the market cap range of the Russell Midcap Index.
- Allocates a significant portion of assets to U.S. equity securities.
- Invests up to 25% of total assets in real estate investment trusts (REITs).
- Seeks capital growth through strategic asset allocation.
- Provides investors access to a diversified portfolio of mid-cap value stocks.
How Does NCBVX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Aims to outperform its benchmark, the Russell Midcap Index, to attract and retain investors.
- Employs a subadviser to manage the fund's investments and execute its strategy.
What Industry Does NCBVX Operate In?
PGIM QMA Mid-Cap Value Fund- Class C operates within the asset management industry, which is characterized by intense competition and evolving market dynamics. The fund focuses on mid-cap companies, a segment that offers growth potential but also carries inherent risks. The competitive landscape includes other asset management firms offering similar mid-cap value funds, such as ALSRX, ASQIX, BVAOX, CBLLX, and FLRUX. The fund's performance is influenced by broader market trends, economic conditions, and investor sentiment towards mid-cap stocks and REITs.
Who Are NCBVX's Key Customers?
- Individual investors seeking capital growth.
- Institutional investors looking for exposure to mid-cap equities.
- Retirement plans and other investment vehicles.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 41 snapshots
| 2026-08-23 | 47 |
| 2026-08-31 | 47 |
| 2026-09-08 | 47 |
| 2026-09-16 | 47 |
| 2026-09-24 | 47 |
| 2026-10-04 | 47 |
What changed?
The score has stayed at 47.
Over the same 30 days the stock moved -3.0%.
NCBVX Financials
Bull Case vs Bear Case
Bull Case
- Focus on mid-cap companies with growth potential.
- Diversification through REIT investments.
- Established brand and reputation of PGIM.
- Access to proprietary research and investment expertise.
Bear Case
- Reliance on the performance of mid-cap equities.
- Vulnerability to market volatility.
- Lack of dividend yield.
- Dependence on subadviser's investment decisions.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
NCBVX Latest News
No recent news available for NCBVX.
NCBVX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for NCBVX.
Price Targets
Wall Street price target analysis for NCBVX.
NCBVX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for NCBVX; grades run from A+ (80-100) to F (below 30).
PGIM QMA Mid-Cap Value Fund- Class C Financials Stock: Key Questions Answered
What are the main risks for NCBVX?
The primary risks for PGIM QMA Mid-Cap Value Fund- Class C include market risk, which is the potential for losses due to fluctuations in the overall stock market. Specific to its focus, mid-cap companies carry inherent risks related to their size and growth stage.
What is PGIM QMA Mid-Cap Value Fund- Class C's credit quality and risk management approach?
As an equity fund, PGIM QMA Mid-Cap Value Fund- Class C does not directly hold debt instruments or engage in lending activities. Therefore, credit quality is not a relevant factor for this fund.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The information provided is based on available data and may not be exhaustive.
- Investment decisions should be based on individual risk tolerance and financial circumstances.