Morningstar

PGIM Portfolio Ballast ETF PBL

Morningstar Medalist Rating
Medalist Rating as of | See PGIM Investment Hub

Morningstar’s Analysis PBL

Will PBL outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PBL’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PBL management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PBL’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

PGIM Portfolio Ballast ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings PBL

More PBL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 85.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 3.625%

21.98 16M
Government

Option on SPDR® S&P 500® ETF Oct30

21.72 15M
—

United States Treasury Notes 4.125%

19.26 14M
Government

Option on State Street® SPDR® S&P 500® ETF Jan31

9.29 7M
—

Vanguard Intmdt-Term Trs ETF

8.20 6M
—

United States Treasury Notes 4.125%

7.16 5M
Cash and Equivalents

Prudential Govt Money Mkt Fd

5.25 4M
Cash and Equivalents

United States Treasury Notes 3.875%

4.75 3M
Government

United States Treasury Bills 3.82765%

1.52 1M
Government

Vanguard S&P 500 ETF

0.55 393,883
—

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