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.
Putnam Focused Large Cap Value ETF PVAL
Morningstar’s Analysis PVAL
Will PVAL outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 31.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Net Cash | 5.05 | 21.0 Mil | Cash and Equivalents |
Exxon Mobil Corp | 4.03 | 16.7 Mil | Energy |
Bank of America Corp | 3.43 | 14.2 Mil | Financial Services |
Oracle Corp | 3.40 | 14.1 Mil | Technology |
United Rentals Inc | 3.26 | 13.5 Mil | Industrials |
Apollo Global Management Inc Class A | 3.22 | 13.4 Mil | Financial Services |
Microsoft Corp | 3.17 | 13.2 Mil | Technology |
Regeneron Pharmaceuticals Inc | 2.90 | 12.0 Mil | Healthcare |
ConocoPhillips | 2.87 | 11.9 Mil | Energy |
Citigroup Inc | 2.86 | 11.9 Mil | Financial Services |