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PFRLPGIM Floating Rate Income ETF

Get income4y track recordRanked #1,033 of 1,650 in this goal

Maximizes current income and seeks capital appreciation when consistent with primary objective.

By PGIM · Launched 2022

Annual Cost

0.72%

#3,724 of 5,854 · average

Fund Size

$117M

#2,836 of 5,854 · mid-size

Dividend YieldGoal

7.30%

Track Record

4 years

#2,623 of 5,854 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,549+5.5%

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

What it actually holds

By weight

Concentration

Top 10 holdings = 15.2% of fundwell diversified

(PIPA070) PGIM Core Government Money Market Fund
4.4%
PGIM ETF Trust
1.6%
Royal Bank of Canada
1.6%
Bank of America Corp.
1.4%
Bank of Nova Scotia
1.3%
Goldman Sachs Group, Inc.
1.1%
Brookfield Properties Retail Holding (GGP)
1.1%
AGL CORE CLO
0.9%
Carval CLO LTD
0.9%
Park Avenue Institutional Advisers CLO Ltd 2019-2
0.9%

Asset allocation

Bonds
94.7%
Preferred
4.5%
Cash
0.8%
Other
0.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
2.0%Low

Year-on-year price swings

Max drawdown
-8.8%Mild

Worst peak-to-trough loss

Sharpe (3Y)
0.80Decent risk-adjusted returns
Sortino (3Y)
0.95Moderate downside risk

Bond profile

Duration

6.3 years

Credit ratings

US Government
0.4%
AAA
1.1%
AA
15.5%
A
2.6%
BBB
9.6%
BB
24.9%
B
39.8%
Below B
2.6%
Other
3.9%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Maximizes current income and seeks capital appreciation when consistent with primary objective.
Strategy
Actively manages a portfolio primarily invested in floating rate loans and other floating rate debt securities, including senior loans rated below investment grade. Engages in active trading to capitalize on market opportunities, with up to 25% in foreign securities, including emerging markets.
Inception date
May 17, 2022
Fund family
PGIM

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Data updated on 2026-08-03