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Upturn AI SWOT - About
Putnam ETF Trust (PEMX)
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Upturn Advisory Summary
08/14/2025: PEMX (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 19.93% | Avg. Invested days 60 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 45.90 - 59.13 | Updated Date 06/30/2025 |
52 Weeks Range 45.90 - 59.13 | Updated Date 06/30/2025 |
Upturn AI SWOT
Putnam ETF Trust
ETF Overview
Overview
Putnam ETF Trust encompasses various ETFs managed by Putnam Investments, each with a specific focus, such as growth, income, or thematic investing. Asset allocation varies widely depending on the specific ETF within the trust. Investment strategies range from passive index tracking to active management.
Reputation and Reliability
Putnam Investments has a long history in asset management, generally regarded as reliable with established investment processes.
Management Expertise
Putnam's management team has extensive experience across various asset classes and investment strategies.
Investment Objective
Goal
The investment goal varies by individual ETF within the Putnam ETF Trust, targeting growth, income, or specific investment themes.
Investment Approach and Strategy
Strategy: Strategies vary across ETFs in the trust, including index tracking and active management.
Composition Asset composition depends on the specific ETF, ranging from stocks and bonds to sector-specific holdings.
Market Position
Market Share: Putnam ETF Trustu2019s market share varies widely depending on the particular ETF being considered, making a consolidated figure challenging to produce.
Total Net Assets (AUM): Data not available without specifying a particular ETF within the trust.
Competitors
Key Competitors
Competitive Landscape
The ETF industry is highly competitive, with numerous providers offering similar investment strategies. Putnam's competitive advantage lies in its active management capabilities and brand recognition. However, they might face disadvantages when competing with lower-cost, passively managed ETFs from larger issuers.
Financial Performance
Historical Performance: Data not available without specifying a particular ETF within the trust.
Benchmark Comparison: Data not available without specifying a particular ETF within the trust.
Expense Ratio: Data not available without specifying a particular ETF within the trust.
Liquidity
Average Trading Volume
Data not available without specifying a particular ETF within the trust.
Bid-Ask Spread
Data not available without specifying a particular ETF within the trust.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and market conditions all affect the performance of Putnam ETF Trust ETFs, varying based on the specific fund's focus.
Growth Trajectory
Growth trajectories and changes to strategy and holdings vary based on the individual ETFs within the Putnam ETF Trust.
Moat and Competitive Advantages
Competitive Edge
Putnam ETF Trust benefits from Putnam Investments' established brand and distribution network. The actively managed ETFs may offer potential for outperformance relative to passive benchmarks. Certain ETFs might focus on niche market segments. This active approach may appeal to investors seeking alpha generation. A further advantage is the wide range of ETFs in the trust.
Risk Analysis
Volatility
Volatility varies depending on the specific ETF and its underlying assets.
Market Risk
Market risk depends on the specific ETFu2019s holdings, with equity ETFs exposed to broader market fluctuations and bond ETFs susceptible to interest rate risk.
Investor Profile
Ideal Investor Profile
The ideal investor varies depending on the specific ETF, ranging from growth-oriented investors to income seekers.
Market Risk
Suitability depends on the specific ETF, with some suited for long-term investors and others potentially more appropriate for active traders.
Summary
Putnam ETF Trust encompasses a diverse range of ETFs managed by Putnam Investments, each targeting distinct investment objectives and employing varied strategies. The trust benefits from Putnam's brand and active management expertise, potentially appealing to investors seeking alpha. However, performance and suitability depend heavily on the specific ETF chosen. Investors should carefully research individual ETFs within the trust to align with their investment goals and risk tolerance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Putnam Investments Website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual research and consultation with a financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Putnam ETF Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund invests at least 80% of the fund"s net assets in securities of emerging market companies excluding companies domiciled, or whose stock is listed for trading on an exchange, in China, as well as companies domiciled in Hong Kong. Putnam Management invests significantly in small and mid-size companies. In evaluating potential investments, Putnam Management seeks high-quality companies with mispriced earnings growth that can potentially deliver excess return over the fund"s benchmark. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.