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Putnam ESG Ultra Short ETF PULT

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

Morningstar’s Analysis PULT

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

  • People Pillar

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

Strength in Putnam ESG Ultra Short ETF's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PULT

More PULT Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Massmutual Global Funding II 6.25142%

1.69 917,200
Corporate

Credit Agricole S.A. London Branch 3.25%

1.51 815,774
Corporate

Royal Bank of Canada 5.68854%

1.44 781,348
Corporate

Sumitomo Mitsui Trust Bank Ltd. 5.81039%

1.43 772,552
Corporate

Bank of Montreal 5.66888%

1.13 611,209
Corporate

Bell Canada 0%

1.06 574,567
Cash and Equivalents

Truist Financial Corp. 5.77607%

1.06 573,555
Corporate

Morgan Stanley 5.05%

1.04 562,827
Corporate

Bank of Nova Scotia 5.73684%

1.02 552,147
Corporate

ANZ New Zealand (Int'l) Limited, London Branch 5.96104%

1.02 549,437
Corporate