PJBFPGIM Jennison Better Future ETF

Grow my money2y track recordRanked #2,553 of 2,966 in this goal

Seeks long-term growth of capital.

By PGIM · Launched 2023

Annual Cost

0.59%

#3,005 of 5,568 · average

Fund Size

$12M

#4,689 of 5,568 · small

Return (1Y)Goal

+17.4%

Track Record

2 years

#3,346 of 5,568 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$11,859+18.6%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Strategy

Active selection

Focus

General Innovation

What it actually holds

By weight

Concentration

Top 10 holdings = 56.5% of fundmoderately concentrated

NVIDIA Corp

9.2%

Alphabet Inc

9.0%

Microsoft Corp

6.7%

Galderma Group AG

5.3%

Amazon.com Inc

5.2%

TSMC

4.9%

Apple Inc

4.8%

Shopify Inc

4.7%

Crowdstrike Holdings Inc

3.3%

Hermes International SCA

3.3%

Asset allocation

Stocks

94.2%

Cash

5.8%

By sector

Technology

40.0%

Industrials

16.5%

Consumer Cyclical

13.8%

Communication

11.5%

Healthcare

11.5%

Financial Services

2.5%

Consumer Defensive

2.3%

Utilities

2.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

20.6%High

Year-on-year price swings

Max drawdown

-25.7%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: Cboe BZX

Full fund details

Objective: Seeks long-term growth of capital.
Strategy: Invests primarily in equity and equity-related securities of companies addressing social and environmental challenges per UN SDGs. Employs a growth investment style, focusing on companies with disruptive technologies and strong revenue growth, while excluding those involved in controversial weapons and other specified sectors.
Inception date: December 14, 2023
Fund family: PGIM