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 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.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit PGIM Portfolio Ballast ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
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 50.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bills 0%

28.80 22.0 Mil
Government

5 Year Treasury Note Future Dec 24

18.17 13.9 Mil
Government

United States Treasury Bills 0%

15.26 11.6 Mil
Government

Option on SPDR® S&P 500 ETF Trust Feb29

9.47 7.2 Mil
—

2 Year Treasury Note Future Dec 24

7.37 5.6 Mil
Government

Prudential Govt Money Mkt Fd

5.03 3.8 Mil
Cash and Equivalents

10 Year Treasury Note Future Dec 24

4.65 3.5 Mil
Government

Option on SPDR® S&P 500® ETF Trust Jun29

4.27 3.3 Mil
—

E-mini S&P 500 Future Dec 24

3.78 2.9 Mil
—

US Treasury Bond Future Dec 24

1.63 1.2 Mil
Government

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