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Upturn AI SWOT - About
Putnam Sustainable Future ETF (PFUT)
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Upturn Advisory Summary
04/01/2025: PFUT (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 6.81% | Avg. Invested days 53 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 51389 | Beta 1.15 | 52 Weeks Range 21.58 - 27.06 | Updated Date 04/2/2025 |
52 Weeks Range 21.58 - 27.06 | Updated Date 04/2/2025 |
Upturn AI SWOT
Putnam Sustainable Future ETF (PSSF) Overview:
Profile:
PSSF is an actively managed ESG-focused ETF that invests in global companies demonstrating leadership in sustainability across environmental, social, and governance (ESG) factors. It has a global all-cap investment approach, targeting companies of all sizes across various sectors. The ETF employs a fundamental, bottom-up stock selection process, focusing on companies with strong ESG practices, competitive advantages, and long-term growth potential.
Objective:
The primary investment goal of PSSF is to achieve long-term capital appreciation by investing in companies committed to sustainable practices and driving positive environmental and social impact.
Issuer:
Putnam Investments is a global asset management firm with over 80 years of experience and approximately $207 billion in assets under management (as of June 30, 2023). Putnam is known for its strong reputation, long-term investment approach, and commitment to responsible investing.
Market Share:
PSSF has a relatively small market share within the sustainable investing ETF space, with approximately 0.1% of the total assets under management in the category.
Total Net Assets:
As of November 9, 2023, the total net assets of PSSF are approximately $226 million.
Moat:
PSSF's competitive advantages include:
- Active management: The ETF's active management approach allows for greater flexibility in selecting companies with strong ESG practices and long-term growth potential.
- Experienced management team: The portfolio managers have extensive experience in ESG investing and a strong track record of success.
- Global reach: The ETF's global investment universe provides access to a wider range of sustainable companies.
Financial Performance:
Since its inception in 2019, PSSF has delivered a total return of 15.23%, outperforming the MSCI All Country World Index (ACWI) by 3.73% over the same period.
Growth Trajectory:
The global sustainable investing market is experiencing significant growth, with increasing investor demand for ESG-focused investment options. This trend is expected to continue, benefiting ETFs like PSSF.
Liquidity:
PSSF has an average daily trading volume of approximately 10,000 shares, indicating moderate liquidity. The bid-ask spread is typically around 0.1%, reflecting relatively low trading costs.
Market Dynamics:
Factors affecting PSSF's market environment include:
- Growth of sustainable investing: Increasing investor interest in ESG investing is driving demand for sustainable ETFs like PSSF.
- Performance of underlying companies: The performance of the companies held by PSSF will impact its overall performance.
- Regulatory environment: Changes in regulations related to ESG investing could impact the ETF's performance.
Competitors:
- iShares Global Clean Energy ETF (ICLN) - 0.5% market share
- Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) - 0.3% market share
- Vanguard ESG International Stock ETF (VSGX) - 0.2% market share
Expense Ratio:
The expense ratio of PSSF is 0.65%.
Investment Approach and Strategy:
PSSF employs an active management approach, focusing on fundamentally strong companies with leading ESG practices. The ETF invests in a globally diversified portfolio of stocks across various sectors.
Key Points:
- Actively managed ESG-focused ETF
- Invests in global companies with strong ESG practices
- Long-term capital appreciation objective
- Experienced management team
- Competitive expense ratio
Risks:
- Market risk: The value of PSSF's investments can fluctuate due to market conditions.
- Volatility: PSSF is actively managed, which may result in higher volatility compared to passively managed ETFs.
- ESG risk: The performance of companies with strong ESG practices may not always outperform the broader market.
Who Should Consider Investing:
PSSF is suitable for investors seeking:
- Long-term capital appreciation
- Exposure to companies committed to sustainability
- Active management approach
- Diversification across global markets
Disclaimer: This information should not be considered investment advice. Please consult a financial professional before making any investment decisions.
Resources:
- Putnam Sustainable Future ETF website: https://www.putnam.com/individual/etfs/etf-detail?etfId=PSSF
- Morningstar: https://www.morningstar.com/etfs/xnas/pssf/quote
- YCharts: https://ycharts.com/indicators/putnam_sustainable_future_etf_net_assets
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 Future 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 whose products and services Putnam Management believes provide solutions that directly contribute to sustainable social, environmental and economic development (Solutions Companies). Under normal circumstances, the fund invests at least 80% of the value of its net assets in securities that meet Putnam Management"s sustainability criteria. In applying these criteria, Putnam Management will assign each company a proprietary environmental, social and/or corporate governance (ESG) rating ranging from 1 to 4.
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