Morningstar

Putnam Focused Large Cap Value ETF PVAL

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

Morningstar’s Analysis PVAL

Will PVAL 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 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.

A multifaceted approach to value.

Associate Analyst Indira Fisher

Indira Fisher

Associate Analyst

Summary

Putnam Large Cap Value Concentrated benefits from capable managers and a differentiated approach that drive Above Average People and Process ratings. The strategy is a part of a suite of rapidly growing offerings (by total assets), so capacity bears close watching.

by Indira Fisher
Rated on Published on

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Portfolio Holdings PVAL

More PVAL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

9.27 3B
Technology

Apple Inc

6.70 2B
Technology

Amazon.com Inc

4.71 1B
Consumer Cyclical

ExxonMobil Holdings Corp

3.77 1B
Energy

Charles Schwab Corp

3.25 917M
Financial Services

Citigroup Inc

3.24 916M
Financial Services

Freeport-McMoRan Inc

3.13 883M
Basic Materials

Coca-Cola Co

2.95 833M
Consumer Defensive

Cisco Systems Inc

2.88 813M
Technology

Allstate Corp

2.86 806M
Financial Services

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