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PAAAPGIM AAA CLO ETF

Grow my moneyGet income3y track recordRanked #149 of 1,706 in this goal

Seeks to maximize total return through a combination of current income and capital appreciation.

By PGIM · Launched 2023

Annual Cost

0.19%

#870 of 6,040 · low cost

Fund Size

$12.4B

#242 of 6,040 · large

Return (1Y)

+4.9%

Track Record

3 years

#3,022 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,489+4.9%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Active selection

Focus

CLO

Holdings

By weight

Concentration

Top 10 holdings = 13.8% of funddiversified

(PIPA070) PGIM Core Government Money Market Fund
5.2%
CARLYLE US CLO 2023-3 LTD
1.0%
SYMP SERIES 2021-28A CLASS A
1.0%
GOLUB CAPITAL PARTNERS CLO 19(B)-R3 LTD
1.0%
BALBOA BAY LOAN FUNDING 2022-1 LTD
1.0%
Madison Park Funding Xxxiv Ltd.
1.0%
720 EAST CLO 2023-II LTD
0.9%
BARINGS CLO 2025-III LTD
0.9%
RR 1 LTD
0.9%
GARNET CLO 3 LTD
0.9%

Asset allocation

Bonds
95.9%
Cash
4.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
0.5%Low

Year-on-year price swings

Max drawdown
-1.0%Mild

Worst peak-to-trough loss

Sharpe (3Y)
2.39Strong risk-adjusted returns
Sortino (3Y)
3.16Good downside protection

Bond profile

Duration

4.7 years

Avg maturity

10.0 years

Credit ratings

AAA
100.0%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks to maximize total return through a combination of current income and capital appreciation.
Strategy
Actively manages a portfolio of U.S. dollar-denominated collateralized loan obligations (CLOs), primarily investing in those rated AAA or equivalent. The Fund may also invest in non-U.S. dollar denominated instruments and employs derivatives to enhance returns or hedge risks.
Inception date
July 19, 2023
Fund family
PGIM

Next steps

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Data updated on 2026-09-18