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PBMR
+0.99 · +3.35%
$30.57 · BATS
AUM:$33.3M
#– of – in Defined Outcome ETFs
Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.
Market Performance
Up 10.4% over the past year, showing positive momentum.Cost Efficiency
Ongoing charge of 0.50% — moderate cost. Consider how fees compound over long holding periods.What is PBMR?
Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in investments that provide exposure to securities included in the S&P 500 Index. The fund is an actively managed exchange-traded fund ("ETF").
Performance Highlights
Returns (%)
Top Sectors (%)
Investment Breakdown
Positive 1-Year Return
PBMR returned 10.4% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.50%. Consider how fees compound over a long holding period.
ETF Information
AUM$33.3M
Expense Ratio0.50%
Dividend Yield0.00%
Holdings1
Inception DateFeb 2024
Domicile–
Distribution–
Index–
ProviderPGIM
Beta–
CategoryDefined Outcome
CurrencyUSD
Portfolio Impact
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6168
+7 points · better diversified