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Upturn AI SWOT - About
Putnam ETF Trust - Putnam ESG Ultra Short ETF (PULT)
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Upturn Advisory Summary
08/14/2025: PULT (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 1.79% | Avg. Invested days 90 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 48.05 - 50.71 | Updated Date 06/30/2025 |
52 Weeks Range 48.05 - 50.71 | Updated Date 06/30/2025 |
Upturn AI SWOT
Putnam ETF Trust - Putnam ESG Ultra Short ETF
ETF Overview
Overview
The Putnam ESG Ultra Short ETF (PSEB) seeks to provide current income while considering environmental, social, and governance (ESG) factors. It invests primarily in investment-grade, U.S. dollar-denominated debt securities with short maturities, aiming for lower volatility and capital preservation.
Reputation and Reliability
Putnam Investments has a long history and is considered a reputable asset manager.
Management Expertise
Putnam has experienced fixed-income portfolio managers.
Investment Objective
Goal
To seek current income while considering ESG factors.
Investment Approach and Strategy
Strategy: Actively managed ETF focusing on ultra-short-term investment-grade debt securities with an ESG overlay.
Composition Primarily U.S. dollar-denominated debt securities, focusing on investment grade corporate bonds and government securities with short maturities.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 102290297
Competitors
Key Competitors
- JPST
- MINT
- NEAR
- GSYQ
Competitive Landscape
The ultra-short bond ETF market is competitive. PSEB's ESG focus differentiates it, but it faces competition from larger, more liquid funds. Advantages may include ESG-conscious investors, while disadvantages may be lower AUM affecting liquidity.
Financial Performance
Historical Performance: Data unavailable.
Benchmark Comparison: Data unavailable.
Expense Ratio: 0.22
Liquidity
Average Trading Volume
The average daily trading volume is approximately 18,589 shares, indicating moderate liquidity.
Bid-Ask Spread
The typical bid-ask spread varies but is generally low, reflecting the liquidity of the underlying assets.
Market Dynamics
Market Environment Factors
Interest rate changes, credit spreads, and economic growth influence PSEB's performance. ESG considerations add another layer.
Growth Trajectory
Growth depends on demand for ESG-focused short-term fixed income and Putnam's ability to attract assets.
Moat and Competitive Advantages
Competitive Edge
PSEB's competitive edge lies in its combination of ultra-short duration and ESG integration, appealing to investors seeking both income and socially responsible investing. It targets investors who prioritize ESG alongside low-risk fixed income. The active management seeks to outperform relevant short-term benchmarks, potentially adding value beyond passive ESG funds. However, a limited AUM can also limit its attractiveness to large investors.
Risk Analysis
Volatility
Due to its ultra-short duration, PSEB exhibits low volatility relative to longer-duration bond funds.
Market Risk
Primary risks include interest rate risk (though minimized by short duration), credit risk (mitigated by focus on investment grade), and liquidity risk.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking current income with minimal interest rate risk and a desire to incorporate ESG factors into their investment portfolio.
Market Risk
PSEB is suitable for risk-averse investors, those seeking short-term capital preservation, and investors interested in aligning their investments with ESG principles.
Summary
Putnam ESG Ultra Short ETF is an actively managed ultra-short bond ETF that integrates ESG considerations. It seeks to provide current income while preserving capital. Its low volatility and ESG focus make it suitable for conservative investors. Potential drawbacks include a relatively small AUM compared to competitors and the risk that the ESG criteria restrict the investment universe.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Putnam Investments website
- ETF.com
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions can change rapidly, and 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 ETF Trust - Putnam ESG Ultra Short ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests in a diversified short duration portfolio of fixed-income securities comprised of investment-grade money market and other fixed-income securities, including U.S. dollar-denominated foreign securities of these types, with a focus on companies or issuers that Putnam Management, the fund"s investment manager, believes meet relevant environmental, social or governance ("ESG") criteria on a sector-specific basis ("ESG criteria").
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.