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Upturn AI SWOT - About
Putnam Focused Large Cap Growth ETF (PGRO)
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Upturn Advisory Summary
08/29/2025: PGRO (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 51.3% | Avg. Invested days 79 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.1 | 52 Weeks Range 29.92 - 40.92 | Updated Date 06/29/2025 |
52 Weeks Range 29.92 - 40.92 | Updated Date 06/29/2025 |
Upturn AI SWOT
Putnam Focused Large Cap Growth ETF
ETF Overview
Overview
The Putnam Focused Large Cap Growth ETF seeks capital appreciation by investing primarily in a focused portfolio of large-cap U.S. growth stocks. It aims to outperform its benchmark by selecting companies with strong growth potential.
Reputation and Reliability
Putnam Investments has a long history and established reputation in the asset management industry.
Management Expertise
Putnam has experienced portfolio managers and analysts specializing in growth stock selection.
Investment Objective
Goal
To seek capital appreciation.
Investment Approach and Strategy
Strategy: Actively managed ETF focusing on large-cap U.S. growth stocks.
Composition Primarily invests in U.S. equities with a focus on companies demonstrating strong growth characteristics.
Market Position
Market Share: Market share varies based on sector definition and competitive landscape, but is a smaller player relative to mega-cap growth ETFs.
Total Net Assets (AUM): 89154471
Competitors
Key Competitors
- VUG
- SCHG
- IWF
- QQQ
Competitive Landscape
The large-cap growth ETF market is highly competitive. Putnam's focused approach can lead to higher potential returns but also higher risk compared to broader, passively managed ETFs. Competitors like VUG and SCHG offer broader diversification and lower expense ratios. QQQ has significant technology weighting and is also highly competitive.
Financial Performance
Historical Performance: Historical performance data is available in ETF factsheet.
Benchmark Comparison: Performance is typically compared against the Russell 1000 Growth Index.
Expense Ratio: 0.59
Liquidity
Average Trading Volume
The average trading volume is moderate, allowing for reasonable execution of trades.
Bid-Ask Spread
The bid-ask spread is typically competitive for actively traded ETFs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate environment, sector-specific growth drivers, and investor sentiment all impact the ETF.
Growth Trajectory
The ETF's growth is dependent on its ability to select high-growth companies and manage risk effectively. Strategy may adapt based on market conditions and stock selection opportunities.
Moat and Competitive Advantages
Competitive Edge
Putnam Focused Large Cap Growth ETF's competitive edge lies in its concentrated portfolio and active management style, which allows it to be more selective and potentially generate higher alpha than broader growth ETFs. This focused strategy might appeal to investors seeking above-average growth and are willing to accept higher risk. It leverages Putnam's research and expertise in identifying growth companies. This targeted approach differentiates it from passively managed index funds.
Risk Analysis
Volatility
The ETF may exhibit higher volatility due to its concentrated portfolio of growth stocks.
Market Risk
The ETF is subject to market risk, sector concentration risk, and stock-specific risk due to its focused investment strategy.
Investor Profile
Ideal Investor Profile
Suitable for investors seeking long-term capital appreciation with a higher risk tolerance.
Market Risk
Best suited for long-term investors comfortable with the volatility associated with growth stocks and active management.
Summary
The Putnam Focused Large Cap Growth ETF is an actively managed ETF designed for investors seeking capital appreciation through a concentrated portfolio of U.S. large-cap growth stocks. Its active management and focused approach provide the potential for outperformance but also higher volatility. The ETF's performance is benchmarked against the Russell 1000 Growth Index and its expense ratio is moderately high. Ideal investors are those with a long-term investment horizon and a tolerance for market risk.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Putnam Investments Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market share data is estimated and may vary. Past performance is not indicative of future results.
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 Focused Large Cap Growth ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests mainly in common stocks of large U.S. companies, with a focus on growth stocks. Under normal circumstances, it invests at least 80% of the fund"s net assets in companies of a size similar to those in the Russell 1000 Growth Index. The fund"s investment manager, Putnam Investment Management, LLC (Putnam Management) may consider, among other factors, a company"s valuation, financial strength, growth potential, competitive position in its industry, projected future earnings, cash flows and dividends when deciding whether to buy or sell investments. It 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.