PGIM S&P 500 Buffer 20 ETF - JunePBJN

ETFPGIM
Type
ETF
Peer group
Alternative
Net assets
$23.7M
Expense ratio
0.50%
1-year return
+7.9%
3 years, a year
—
5 years, a year
—
Holdings
13

What it aims to do.

The Funds investment objective is to provide investors with returns that match the price return of the State Street SPDR S&P 500 ETF Trust up to a predetermined upside cap while providing a downside buffer against the first 20% (before fees and expenses) of the State Street SPDR S&P 500 ETF Trusts losses over the one-year Target Outcome Period. In seeking to achieve this investment objective, the Funds upside cap over the period June 1, 2026 through May 31, 2027 is 12.07% (before fees and expenses).

Top 10 holdings.

Holding% of fund
JOBY X-Change Financial Access Llc93.60%
JOBY X-Change Financial Access Llc9.93%
JOBY Old Mission Markets Llc5.72%
(PIPA070) PGIM Core Government Money Market Fund0.52%
JOBY X-Change Financial Access Llc0.05%
JOBY X-Change Financial Access Llc0.01%
JOBY Old Mission Markets Llc0.00%
JOBY Old Mission Markets Llc-0.00%
JOBY X-Change Financial Access Llc-0.00%
JOBY X-Change Financial Access Llc-0.01%

More on PBJN.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.