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PFRL
-0.20 · -0.39%
$49.67 · NYSE ARCA

PGIM ETF Trust (PFRL) ETF Analysis | Bank Loan

PGIM · USA
AUM:$109.7M
#– of – in Bank Loan 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 5.1% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.72% — moderate cost. Consider how fees compound over long holding periods.

What is PFRL?

Under normal market conditions, the fund invests at least 80% of its investable assets (net assets plus borrowings for investment purposes, if any) in floating rate loans and other floating rate debt securities. It may invest up to 25% of its total assets in senior loans made to foreign-domiciled borrowers and other foreign securities, including securities of issuers located in emerging market countries, which may be denominated in U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
PFRL returned 5.1% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.72%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 2.8% of the ETF — exposure spread across many positions.
ETF Information
AUM$109.7M
Expense Ratio0.72%
Dividend Yield7.35%
Holdings2
Inception DateMay 2022
Domicile–
Distribution–
Index–
ProviderPGIM
Beta0.06
CategoryBank Loan
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+3.0%
1Y
+3.8%
3Y
+23.4%
5Y
+36.6%
OpenBook InsightIf you had invested £10,000 in PFRL 5 years ago, it would have grown to £13,660 — a gain of £3,660.

Annual Returns

Calendar year performance

PFRL delivered positive returns in 5 of the last 5 calendar years.
YearPFRL
2026 YTD+2.1%
2025+6.1%
2024+9.4%
2023+13.5%
2022+1.3%
CAGR 4yr+7.5%
5/5 positive yearsAvg return: +6.5%Worst year: +1.3% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
2.2%
Low
Momentum
+0.7%
30-day change
Support Level
49.48
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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