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Upturn AI SWOT - About
Putnam Sustainable Leaders ETF (PLDR)
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Upturn Advisory Summary
08/14/2025: PLDR (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 32.45% | Avg. Invested days 58 | 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 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.06 | 52 Weeks Range 26.61 - 35.27 | Updated Date 06/29/2025 |
52 Weeks Range 26.61 - 35.27 | Updated Date 06/29/2025 |
Upturn AI SWOT
Putnam Sustainable Leaders ETF
ETF Overview
Overview
The Putnam Sustainable Leaders ETF (PLDR) seeks to provide long-term capital appreciation by investing in companies demonstrating leadership in environmental, social, and governance (ESG) factors. It focuses on large-cap U.S. companies believed to be leaders in sustainable business practices.
Reputation and Reliability
Putnam Investments is a well-established asset manager with a long history in the investment industry.
Management Expertise
Putnam's investment team has experience in sustainable investing and employs a rigorous research process to identify companies with strong ESG profiles.
Investment Objective
Goal
To provide long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF invests in companies demonstrating leadership in ESG factors, selecting securities based on fundamental research and quantitative analysis.
Composition Primarily composed of large-cap U.S. equities with high ESG ratings.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM):
Competitors
Key Competitors
- ESGV
- CRBN
- SUSL
- VSGX
Competitive Landscape
The sustainable investing ETF market is competitive, with many established players. PLDR distinguishes itself through Putnam's active management and specific ESG criteria, but faces competition from passively managed, lower-cost alternatives. PLDR's active management may offer potential for outperformance, but comes at a higher expense ratio, which is a disadvantage when compared to ESGV's low expense ratio.
Financial Performance
Historical Performance: Data unavailable.
Benchmark Comparison: Data unavailable.
Expense Ratio: 0.59
Liquidity
Average Trading Volume
Average trading volume is unavailable, but should be considered as it is a crucial indicator of liquidity.
Bid-Ask Spread
Bid-ask spread is unavailable, but narrower bid-ask spreads generally indicate higher liquidity and lower trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards ESG investments influence PLDR's performance. Favorable economic conditions and increasing ESG awareness support the fund's growth.
Growth Trajectory
Growth depends on market demand for sustainable investments and PLDR's ability to deliver competitive returns through its active management strategy. Changes in ESG criteria or holdings could impact future performance.
Moat and Competitive Advantages
Competitive Edge
PLDR's competitive edge lies in Putnam's active management approach, combining fundamental research with quantitative ESG analysis. Putnam's experience and rigorous process may lead to superior stock selection, differentiating it from passive ESG ETFs. The ETF's focus on sustainable leaders aims to capture long-term growth opportunities while promoting responsible investing.
Risk Analysis
Volatility
Volatility depends on the underlying equity market and the fund's specific holdings. Sustainable investments may exhibit different volatility characteristics compared to traditional market indices.
Market Risk
PLDR is subject to market risk, meaning its value can fluctuate based on broader market conditions and sector-specific risks within its holdings. Specific risks associated with ESG factors include variations in ESG ratings and the potential for greenwashing.
Investor Profile
Ideal Investor Profile
The ideal investor is one who is looking for long-term capital appreciation with a focus on investing in companies leading in sustainable business practices.
Market Risk
Best suited for long-term investors who prioritize ESG considerations and are comfortable with the potential for active management to outperform passive benchmarks.
Summary
The Putnam Sustainable Leaders ETF aims to provide long-term growth by investing in companies with strong ESG profiles. Its active management approach and focus on sustainable leaders differentiate it from passive ESG ETFs. PLDR's performance depends on Putnam's stock selection skills and the overall market environment for sustainable investments. The ETF is suitable for long-term investors seeking to align their investments with ESG principles.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Putnam Investments website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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 Sustainable Leaders 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 U.S. companies of any size, with a focus on companies that Putnam Management believes exhibit a commitment to financially material sustainable business practices. Under normal circumstances, the fund invests at least 80% of the value of its net assets in securities that meet Investment Manager" sustainability criteria.
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