PGIM S&P 500 Buffer 20 ETF - SeptemberPBSE

ETFPGIM
Type
ETF
Peer group
Alternative
Net assets
$24.2M
Expense ratio
0.50%
1-year return
+9.9%
3 years, a year
—
5 years, a year
—
Holdings
16

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 September 1, 2025 through August 31, 2026 is 10.43% (before fees and expenses).

Top 10 holdings.

Holding% of fund
JOBY Cboe Global Markets, Inc.81.48%
JOBY Cboe Global Markets, Inc.9.38%
JOBY Cboe Global Markets, Inc.6.74%
JOBY Cboe Global Markets, Inc.5.86%
JOBY Cboe Global Markets, Inc.0.96%
(PIPA070) PGIM Core Government Money Market Fund0.74%
JOBY Cboe Global Markets, Inc.0.20%
JOBY Cboe Global Markets, Inc.0.07%
JOBY Cboe Global Markets, Inc.0.02%
JOBY Old Mission Markets Llc-0.02%

More on PBSE.

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