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PMAUPGIM S&P 500 Max Buffer ETF - August

Grow my moneyNewRanked #2,642 of 2,960 in this goal

By PGIM · Launched 2025

Annual Cost

0.50%

#2,576 of 5,562 · average

Fund Size

$3M

#5,188 of 5,562 · small

Return (1Y)Goal

N/A

Track Record

11 months

#4,642 of 5,562 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,591+5.9%

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

Classification

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Structured outcome

Index tracked

S&P 500 Index

What it actually holds

By weight

Concentration

Top 4 holdings = 100.0% of fundconcentrated

CBOE GLOBAL MARKETS, INC.SPY 7 C12.64
102.7%
CBOE GLOBAL MARKETS, INC.SPY 7 P632.08
2.2%
(PIPA070) PGIM Core Government Money Market Fund
2.0%
CBOE GLOBAL MARKETS, INC.SPY 7 C682.2
-6.8%

Asset allocation

Stocks
98.0%
Cash
2.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-1.8%Mild

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, NYSE American

Full fund details

Strategy
Under normal market conditions, the Fund will invest at least 80% of its net assets in investments that provide exposure to securities included in the S&P 500 Index. The Fund is an actively managed ETF that primarily invests in customized equity or index option contracts known as FLEX Options on the SPDR S&P 500 ETF Trust. The Fund seeks to provide downside protection against approximately 100% of Underlying ETF losses while allowing shareholders the potential to experience gains up to a predetermined upside cap of 7.93%.
Inception date
July 31, 2025
Fund family
PGIM

Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Buffer
Warning

Buffer ETF — downside protection at a cost

Defined-outcome funds cap upside (typically 8–20%) in exchange for partial downside protection (9–30%), priced via options. Fees are materially higher than the underlying index (often 0.70%+ vs 0.03–0.10%). For most pre-retirees, a simple stock/bond mix achieves similar downside behaviour at a fraction of the cost.

Source: Morningstar, 'Defined-Outcome ETFs: Useful or Uneconomic?' (2023)

Why we flagged this: strategy=structured_outcome + structured_outcome_strategy

Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More

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Data updated on 2026-06-19