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Beacon

PBFRPGIM Laddered S&P 500 Buffer 20 ETF

Grow my moneyDiversifier2y track recordRanked #70 of 281 in this goal

Seeks capital appreciation.

By PGIM · Launched 2024

Annual Cost

0.50%

#2,766 of 6,040 · average

Fund Size

$219M

#2,379 of 6,040 · mid-size

Return (1Y)

+9.5%

Track Record

2 years

#3,542 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,944+9.4%

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

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Region

North america

Strategy

Structured outcome

Index tracked

S&P 500 Index

Holdings

By weight

Concentration

Top 10 holdings = 83.4% of fundconcentrated

PGIM Rock ETF Trust
8.3%
PGIM Rock ETF Trust
8.3%
PGIM Rock ETF Trust
8.3%
PGIM Rock ETF Trust
8.3%
PGIM Rock ETF Trust
8.3%
PGIM Rock ETF Trust
8.3%
PGIM Rock ETF Trust
8.3%
PGIM Rock ETF Trust
8.3%
PGIM Rock ETF Trust
8.3%
PGIM Rock ETF Trust
8.3%

Asset allocation

Stocks
99.2%
Cash
0.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
4.4%Low

Year-on-year price swings

Max drawdown
-8.5%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks capital appreciation.
Strategy
Provides U.S. large-cap equity market exposure through a laddered portfolio of twelve PGIM S&P 500 Buffer 20 ETFs, investing at least 80% of net assets in these Underlying ETFs. This approach aims to create diversification and manage timing risk while targeting capital appreciation.
Inception date
June 11, 2024
Fund family
PGIM

Next steps

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Data updated on 2026-09-18