PGIM S&P 500 Buffer 20 ETF - MayPBMY

ETFPGIM
Type
ETF
Peer group
Alternative
Net assets
$18.1M
Expense ratio
0.50%
1-year return
+8.5%
3 years, a year
—
5 years, a year
—
12-month yield
0.07%
Holdings
9

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 May 1, 2026 through April 30, 2027 is 11.30% (before fees and expenses).

Top 10 holdings.

Holding% of fund
JOBY X-Change Financial Access Llc115.20%
(PIPA070) PGIM Core Government Money Market Fund0.58%
JOBY X-Change Financial Access Llc0.00%
JOBY X-Change Financial Access Llc0.00%
JOBY X-Change Financial Access Llc0.00%
JOBY Old Mission Markets Llc0.00%
JOBY Old Mission Markets Llc-1.62%
JOBY X-Change Financial Access Llc-1.84%
JOBY X-Change Financial Access Llc-12.31%

More on PBMY.

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