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Upturn AI SWOT - About
Putnam Focused Large Cap Value ETF (PVAL)
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Upturn Advisory Summary
09/16/2025: PVAL (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 25.57% | Avg. Invested days 60 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.91 | 52 Weeks Range 32.83 - 40.34 | Updated Date 06/29/2025 |
52 Weeks Range 32.83 - 40.34 | Updated Date 06/29/2025 |
Upturn AI SWOT
Putnam Focused Large Cap Value ETF
ETF Overview
Overview
The Putnam Focused Large Cap Value ETF seeks to provide long-term capital appreciation by investing in a focused portfolio of large-cap U.S. companies that Putnam believes are undervalued.
Reputation and Reliability
Putnam Investments is a well-established asset management firm with a long history in the investment industry. It is known for its research-driven approach and diverse range of investment products.
Management Expertise
Putnam's investment team consists of experienced professionals with expertise in value investing and fundamental analysis.
Investment Objective
Goal
To seek long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF employs an active management strategy, selecting undervalued large-cap stocks based on fundamental research.
Composition Primarily holds U.S. large-cap value stocks.
Market Position
Market Share: Data not available.
Total Net Assets (AUM): Data not available.
Competitors
Key Competitors
- IVV
- VTV
- SPYV
Competitive Landscape
The large-cap value ETF market is highly competitive. PVLU differentiates itself with its concentrated portfolio and active management. Competitors like IVV and VTV offer broader exposure and passive tracking, resulting in lower expense ratios. However PVLU provides exposure to sectors that the other ETFs don't always contain.
Financial Performance
Historical Performance: Data not available.
Benchmark Comparison: Data not available.
Expense Ratio: 0.49
Liquidity
Average Trading Volume
Data not available, so no assessment of liquidity can be done.
Bid-Ask Spread
Data not available, so no assessment of cost of trading can be done.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and sector-specific trends influence the performance of large-cap value stocks held by the ETF.
Growth Trajectory
The ETF's growth trajectory depends on the success of its active management strategy and the performance of the selected undervalued stocks. Changes to holdings are based on market conditions and fundamental analysis.
Moat and Competitive Advantages
Competitive Edge
Putnam Focused Large Cap Value ETF's competitive edge lies in its focused portfolio and active management, allowing it to potentially outperform passive value ETFs. Putnam's research-driven approach aims to identify undervalued companies with strong long-term growth potential. The ETF's active strategy allows for flexibility in adapting to changing market conditions and capturing specific value opportunities. This approach may appeal to investors seeking higher potential returns compared to broad market value ETFs.
Risk Analysis
Volatility
Data not available.
Market Risk
The ETF is subject to market risk, including fluctuations in stock prices and overall market sentiment. Value stocks may underperform during periods of growth stock outperformance.
Investor Profile
Ideal Investor Profile
The ideal investor is someone who is looking for long-term capital appreciation through value investing, has a higher risk tolerance due to the concentrated portfolio, and believes in the active management style of Putnam.
Market Risk
PVLU may be best for long-term investors seeking potential outperformance through active stock selection, but aware of the concentration risk.
Summary
The Putnam Focused Large Cap Value ETF offers investors access to a concentrated portfolio of undervalued large-cap stocks, actively managed by Putnam Investments. Its focused approach differentiates it from broader value ETFs but also introduces concentration risk. The ETF seeks long-term capital appreciation, but investors should be aware of market volatility and potential underperformance during certain market cycles. The ETF is suitable for investors seeking active management and value investing, and those with a higher risk tolerance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Putnam Investments Website
- ETF.com
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investing in ETFs involves risk, including the potential loss of principal.
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 Value 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, with a focus on value stocks that offer the potential for capital growth, current income, or both. Under normal circumstances, the fund invests at least 80% of the fund"s net assets in large-cap companies, which, for purposes of this policy, are of a size similar to those in the Russell 1000 Value Index. The fund may also invest in midsize companies.
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.