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PMJLPGIM S&P 500 Max Buffer ETF - July

Stay safeGrow my money1y track recordRanked #316 of 387 in this goal

Seeks to provide returns that match the price return of the SPDR S&P 500 ETF Trust up to a predetermined upside cap while maximizing downside protection.

By PGIM · Launched 2025

Annual Cost

0.50%

#2,766 of 6,040 · average

Fund Size

$7M

#5,150 of 6,040 · small

Return (1Y)

+5.8%

Track Record

1 year

#4,452 of 6,040 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,579+5.8%

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

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Structured outcome

Index tracked

S&P 500 Index

Holdings

By weight

Concentration

Top 10 holdings = 100.0% of fundconcentrated

CBOE GLOBAL MARKETS, INC.SPY 6 C12.36
77.7%
CBOE GLOBAL MARKETS, INC.SPY 6 C12.36
19.4%
CBOE GLOBAL MARKETS, INC.SPY 6 C12.36
9.7%
(PIPA070) PGIM Core Government Money Market Fund
2.4%
CBOE GLOBAL MARKETS, INC.SPY 6 P617.85
0.2%
CBOE GLOBAL MARKETS, INC.SPY 6 P617.85
0.1%
CBOE GLOBAL MARKETS, INC.SPY 6 P617.85
0.0%
CBOE GLOBAL MARKETS, INC.SPY 6 C662.61
-0.9%
CBOE GLOBAL MARKETS, INC.SPY 6 C662.61
-1.8%
CBOE GLOBAL MARKETS, INC.SPY 6 C662.61
-7.0%

Asset allocation

Stocks
98.4%
Cash
1.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
1.9%Low

Year-on-year price swings

Max drawdown
-0.6%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 to provide returns that match the price return of the SPDR S&P 500 ETF Trust up to a predetermined upside cap while maximizing downside protection.
Strategy
Actively manages an ETF that invests primarily in FLEX Options on the SPDR S&P 500 ETF Trust to provide downside protection against approximately 100% of losses while allowing for upside participation up to a cap of 7.24%. The strategy is designed for a one-year Target Outcome Period.
Inception date
June 30, 2025
Fund family
PGIM

Next steps

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Data updated on 2026-09-18