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PMJNPGIM S&P 500 Max Buffer ETF - June

Stay safeGrow my money1y track recordRanked #299 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 7.44% cap while providing downside protection against losses.

By PGIM · Launched 2025

Annual Cost

0.50%

#2,766 of 6,040 · average

Fund Size

$10M

#4,960 of 6,040 · small

Return (1Y)

+4.6%

Track Record

1 year

#4,341 of 6,040 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,461+4.6%

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 4 holdings = 100.0% of fundconcentrated

X-CHANGE FINANCIAL ACCESS LLCSPY 5 C11.79
112.8%
(PIPA070) PGIM Core Government Money Market Fund
1.0%
X-CHANGE FINANCIAL ACCESS LLCSPY 5 P589.39
0.1%
X-CHANGE FINANCIAL ACCESS LLCSPY 5 C634.77
-13.9%

Asset allocation

Stocks
98.1%
Cash
1.9%

Risk profile

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

Year-on-year price swings

Max drawdown
-0.8%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 7.44% cap while providing downside protection against losses.
Strategy
Actively managed ETF that invests at least 80% of net assets in FLEX Options on the SPDR S&P 500 ETF Trust, aiming for a 100% downside buffer against losses and a cap of 7.44% on returns. The strategy is designed for the one-year Target Outcome Period.
Inception date
May 30, 2025
Fund family
PGIM

Next steps

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Data updated on 2026-09-18