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Putnam Focused Large Cap Value ETF PVAL ETF Analysis

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

Morningstar’s Analysis PVAL

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

  • People Pillar

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

Hitting its stride.

Analyst David Carey

David Carey

Analyst

Summary

Putnam Large Cap Value Concentrated’s impressive manager and adequate resources raise the strategy’s Morningstar Medalist Rating to Silver for its separately managed account vehicle. The related exchange-traded fund, Putnam Focused Large Cap Value, also gets Silver as it comes under analyst coverage.

by David Carey
Rated on Published on

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