Putnam Focused Large Cap Value ETF
PVAL
Market cap $1.58B

37.19 USD

+0.34

0.92%

At close Dec 20, 4:00 PM EST

1 day

0.92%

5 days

-2.95%

1 month

-4.40%

3 months

-1.61%

6 months

2.65%

Year to date

17.54%

1 year

20.20%

5 years

47.76%

10 years

47.76%

0

Funds holding %

of 6,809 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

1,067% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 3

207% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 14

89% more capital invested

Capital invested by funds: $507M [Q2] → $959M (+$452M) [Q3]

51% more funds holding

Funds holding: 63 [Q2] → 95 (+32) [Q3]

20% more funds holding in top 10

Funds holding in top 10: 5 [Q2] → 6 (+1) [Q3]

11.73% more ownership

Funds ownership: 77.55% [Q2] → 89.28% (+11.73%) [Q3]

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Research analyst outlook

We haven’t received any recent analyst ratings for PVAL.

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Financial journalist opinion

Financial Giant Charts a Differentiated Course in Active ETFs

Investment manager Franklin Templeton has marked eight years as an ETF issuer in the U.S. market. Primarily known as an active manager of mutual funds, the firm also offers active, quasi-active and passively managed strategies within the ETF wrapper.

Financial Giant Charts a Differentiated Course in Active ETFs

PVAL: A Cautious Outlook For This Top-Performing Large-Cap Value ETF

PVAL is a top-performing large-cap value ETF with a 0.56% expense ratio and $1.31 billion in assets under management. It's semi-transparent, meaning its managers do not disclose its holdings daily. Portfolio turnover is low, suggesting its two portfolio managers take a high-conviction approach. It's unique in the sense that it has not relied on tech stocks to power its returns. My fundamental analysis revealed low growth rates for current holdings, a departure in strategy from prior months. An additional concern is weak earnings revisions, which could limit short-term gains.

PVAL: A Cautious Outlook For This Top-Performing Large-Cap Value ETF

PVAL: This Large-Cap Value ETF Has Potential

PVAL is an actively managed ETF that has been outperforming its benchmark in the last 3 years with its focus on value opportunities. It focuses on undervalued U.S. large-cap stocks and has a low book value premium and earnings multiple compared to SPY. Despite high fees and concentration risk in the financials sector, PVAL's performance and large-cap focus should be attractive to conservative value investors.

PVAL: This Large-Cap Value ETF Has Potential

PVAL: Leveraging Sector Performance With A Large Cap Value ETF

Putnam Focused Large Cap Value ETF keeps its investment strategy secret to prevent other traders from copying it. PVAL has a diverse portfolio with a focus on financials, healthcare, and industrial sectors. The fund has shown strong performance due to the resilience of these sectors and the current market momentum.

PVAL: Putnam's Large Cap Value ETF Ranked 2nd For Its Investment Style

Putnam Focused Large Cap Value ETF is reviewed as a lesser-known player in the Large-Cap Value space. The ETF invests in value stocks of large cap companies within the range of the Russell 1000 Value Index. The article compares the performance of Putnam Focused Large Cap Value ETF against other top performers in the space.

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