PJBF - ETF AI Analysis

Top Page

PGIM Jennison Better Future ETF (PJBF)

Rating:72Outperform

Price Target:―

PJBF, the PGIM Jennison Better Future ETF, has a solid overall rating driven mainly by large positions in high-quality tech leaders like Alphabet, Microsoft, and Nvidia, which all show strong financial performance and promising growth in AI and cloud services. These strengths are supported by other growth names such as TSMC, Apple, and Amazon, though many of these holdings trade at high valuations and sometimes show overbought or short-term weak technical signals, which slightly hold back the rating. The main risk factor is the fund’s heavy concentration in growth-oriented, tech-related companies, which can make it more sensitive to market swings and valuation corrections in that sector.

Positive Factors

Strong Top Holdings

Several key positions, such as Nvidia, Microsoft, and Alphabet, have delivered strong year-to-date gains, driving the fund’s performance.

Sector Focus on Growth

The ETF is heavily weighted toward technology and consumer cyclical sectors, which are known for their potential to outperform during periods of innovation and economic growth.

Global Diversification

While primarily focused on U.S. companies, the ETF includes exposure to international markets like Switzerland, France, and Hong Kong, adding geographic balance.

Negative Factors

High Expense Ratio

The ETF charges a relatively high expense ratio compared to many passive funds, which could eat into long-term returns.

Overweight in Technology

Nearly half of the portfolio is concentrated in the technology sector, making the fund vulnerable to downturns in tech stocks.

Weak Recent Performance

The ETF has shown negative returns over the past month, which may indicate short-term volatility or challenges in its holdings.

PJBF vs. SPDR S&P 500 ETF (SPY)

AUM10.70M

RegionGlobal

Expense Ratio0.59%

Beta1.29

IssuerPGIM

Inception DateDec 14, 2023

Dividend Yield0.24%

Asset ClassEquity

Index TrackedNo Underlying Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume368

30 Day Avg. Volume387

Financial Highlights & Ratios

PEG RatioN/A

Price to Book (P/B)N/A

Price to Sales (P/S)N/A

P/FCF RatioN/A

Enterprise Value/Market CapN/A

Enterprise Value/RevenueN/A

Enterprise Value/Gross ProfitN/A

Enterprise Value/EbitdaN/A

Forecast

1Y Price Target

76.08

Price Target Upside― Downside

Rating ConsensusStrong Buy

Number of Analyst Covering33

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

PJBF Summary

The PGIM Jennison Better Future ETF (PJBF) is an actively managed fund that focuses on companies with strong growth potential and sustainable business practices. It offers exposure to a wide range of industries, including technology, consumer goods, and healthcare, with a significant focus on U.S. companies. Some of its top holdings include well-known names like Nvidia and Microsoft. Investors might consider PJBF for its potential to deliver long-term growth and diversification across various sectors and market sizes. However, it’s important to note that the ETF is heavily weighted toward technology stocks, which means its performance can be impacted by fluctuations in the tech industry.

How much will it cost me?The PGIM Jennison Better Future ETF (PJBF) has an expense ratio of 0.59%, meaning you’ll pay $5.90 per year for every $1,000 invested. This is higher than average because it’s actively managed, requiring more research and expertise to select investments.

What would affect this ETF?The PGIM Jennison Better Future ETF (PJBF) could benefit from continued growth in the technology sector, which makes up nearly half of its portfolio, as well as global economic recovery driving demand for consumer cyclical and healthcare companies. However, it may face challenges from rising interest rates, which can negatively impact growth-focused stocks, and regulatory changes in key markets like technology and finance that could affect its top holdings such as Nvidia, Microsoft, and Alphabet. Its global exposure also makes it sensitive to geopolitical tensions and currency fluctuations.

PJBF Top 10 Holdings

The PGIM Jennison Better Future ETF is leaning heavily into technology, with nearly half of its portfolio in the sector, led by names like Nvidia and Alphabet. Nvidia’s recent performance has been mixed, with long-term AI growth potential offset by short-term valuation concerns. Alphabet, on the other hand, is rising steadily thanks to strong cloud and AI investments. Shopify has been a standout, surging on robust revenue growth, while Microsoft’s mixed signals and Amazon’s sluggish momentum have held back gains. With a global mix of holdings, this fund is betting big on innovation but faces challenges from valuation pressures.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
GOOGL	Alphabet Class A	9.71%	$1.05M	$4.06T	71.74%	85 Outperform
NVDA	Nvidia	9.60%	$1.04M	$4.45T	34.42%	76 Outperform
MSFT	Microsoft	5.69%	$617.05K	$3.41T	7.76%	79 Outperform
TSM	TSMC	5.58%	$605.12K	$1.40T	52.29%	81 Outperform
AMZN	Amazon	5.39%	$583.94K	$2.53T	5.95%	71 Outperform
GALD	Galderma Group AG	5.30%	$574.52K	CHF37.95B	44.54%	70 Outperform
SHOP	Shopify	4.91%	$531.96K	C$284.60B	52.18%	77 Outperform
AAPL	Apple	4.52%	$489.99K	$3.84T	9.29%	79 Outperform
RMS	Hermes International	3.51%	$380.53K	€234.40B	6.90%	79 Outperform
ITX	Inditex	3.12%	$337.86K	€175.11B	14.26%	78 Outperform

PJBF Technical Analysis

Technical Analysis Sentiment

Negative

Last Price―

Price Trends

50DMA

63.15

Negative

100DMA

62.91

Negative

200DMA

60.43

Positive

Market Momentum

MACD

0.07

Positive

RSI

45.75

Neutral

STOCH

21.48

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PJBF, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 63.32, equal to the 50-day MA of 63.15, and equal to the 200-day MA of 60.43, indicating a neutral trend. The MACD of 0.07 indicates Positive momentum. The RSI at 45.75 is Neutral, neither overbought nor oversold. The STOCH value of 21.48 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for PJBF.

PJBF Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
PJBF	―	―	$10.70M	0.59%	―
ICAP	―	―	$83.67M	3.19%	―
GINX	―	―	$79.39M	0.99%	―
PRAY	―	―	$75.75M	0.69%	―
GOP	―	―	$66.90M	0.75%	―
SAGP	―	―	$65.50M	0.65%	―

Performance Comparison

PJBF

PGIM Jennison Better Future ETF

62.91

1.30

2.11%

ICAP

InfraCap Equity Income Fund ETF

―

GINX

SGI Enhanced Global Income ETF

―

PRAY

FIS Biblically Responsible Risk Managed ETF

―

GOP

Unusual Whales Subversive Republican Trading ETF

―

SAGP

Strategas Global Policy Opportunities ETF

―

Glossary

BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―

Table of Contents