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 43.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

9.61 1B
Technology

Apple Inc

7.22 1B
Technology

Amazon.com Inc

4.64 666M
Consumer Cyclical

ExxonMobil Holdings Corp

3.91 561M
Energy

Usd

3.44 494M
Cash and Equivalents

Citigroup Inc

3.27 470M
Financial Services

Charles Schwab Corp

2.97 426M
Financial Services

Coca-Cola Co

2.94 422M
Consumer Defensive

Cisco Systems Inc

2.88 413M
Technology

Thermo Fisher Scientific Inc

2.79 401M
Healthcare

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