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Putnam Focused Large Cap Value ETF PVAL

Medalist Rating as of | See Putnam Investment Hub

Morningstar’s Analysis PVAL

Will PVAL outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Hitting its stride.

Associate Analyst David Carey

David Carey

Associate 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.

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Portfolio Holdings PVAL

  • Current Portfolio Date
  • Equity Holdings 45
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 34.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
5.50
8,737,795
Communication Services
3.86
6,130,249
Energy
3.46
5,506,455
Financial Services
3.37
5,351,017
Technology
3.36
5,339,855
Financial Services

Gaming and Leisure Properties Inc

3.18
5,049,564
Real Estate
3.15
5,010,386
Healthcare
3.05
4,845,722
Healthcare
3.04
4,833,669
Energy
2.85
4,527,958
Industrials