Morningstar

Putnam Focused U.S. Research ETF PFRX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub

Morningstar’s Analysis PFRX

Will PFRX 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 PFRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PFRX 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 PFRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Putnam Focused U.S. Research 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 PFRX

More PFRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

8.71 47M
Technology

Microsoft Corp

7.95 43M
Technology

NVIDIA Corp

7.86 43M
Technology

Amazon.com Inc

5.54 30M
Consumer Cyclical

Alphabet Inc Class A

5.34 29M
Communication Services

Eli Lilly and Co

3.59 19M
Healthcare

ExxonMobil Holdings Corp

2.93 16M
Energy

Coca-Cola Co

2.81 15M
Consumer Defensive

Meta Platforms Inc Class A

2.52 14M
Communication Services

Charles Schwab Corp

2.38 13M
Financial Services

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