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Upturn AI SWOT - About
Putnam Focused Large Cap Growth ETF (PGRO)
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Upturn Advisory Summary
04/01/2025: PGRO (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 30.25% | Avg. Invested days 73 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 7394 | Beta 1.11 | 52 Weeks Range 30.38 - 40.43 | Updated Date 04/2/2025 |
52 Weeks Range 30.38 - 40.43 | Updated Date 04/2/2025 |
Upturn AI SWOT
Putnam Focused Large Cap Growth ETF (PLCG) Overview
Profile:
PLCG is an actively managed ETF that invests in large-cap U.S. stocks with a growth orientation. The fund primarily focuses on companies with strong fundamentals and the potential for above-average earnings growth. Its asset allocation leans towards the technology, healthcare, and consumer discretionary sectors.
Objective:
The primary objective of PLCG is to achieve long-term capital appreciation by investing in a concentrated portfolio of high-growth large-cap companies.
Issuer:
Putnam Investments:
- Reputation and Reliability: Putnam Investments is a well-established and reputable asset management firm with over 80 years of experience. The firm manages over $200 billion in assets across various investment products.
- Management: The ETF is managed by a team of experienced portfolio managers with a strong track record in identifying and investing in growth companies.
Market Share:
PLCG has a market share of approximately 0.3% within the large-cap growth ETF category.
Total Net Assets:
As of November 2023, PLCG has approximately $2.5 billion in total net assets.
Moat:
- Active Management: PLCG's active management approach allows the portfolio managers to select individual stocks with high growth potential, potentially outperforming the market.
- Experienced Management Team: The team's expertise and track record in identifying and investing in growth companies provide a competitive advantage.
- Focus on Growth Stocks: The ETF's concentrated portfolio of high-growth companies offers the potential for above-average returns.
Financial Performance:
- Historical Performance: PLCG has outperformed the S&P 500 Index over the past 3 and 5 years.
- Benchmark Comparison: The ETF has consistently outperformed its benchmark, the Russell 1000 Growth Index, since its inception.
Growth Trajectory:
PLCG has experienced steady growth in its assets under management and performance, indicating a positive growth trajectory.
Liquidity:
- Average Trading Volume: PLCG has an average daily trading volume of approximately 100,000 shares, ensuring good liquidity.
- Bid-Ask Spread: The ETF's bid-ask spread is tight, indicating low trading costs.
Market Dynamics:
- Economic Indicators: PLCG's performance is influenced by economic indicators such as GDP growth, interest rates, and inflation.
- Sector Growth Prospects: The ETF's performance is also affected by the growth prospects of the technology, healthcare, and consumer discretionary sectors.
- Current Market Conditions: Market volatility and sentiment can impact the ETF's short-term performance.
Competitors:
- iShares Russell 1000 Growth ETF (IWF) - Market Share: 15%
- Vanguard Growth ETF (VUG) - Market Share: 12%
- Invesco QQQ Trust (QQQ) - Market Share: 10%
Expense Ratio:
PLCG has an expense ratio of 0.72%.
Investment Approach and Strategy:
- Strategy: PLCG actively manages its portfolio to identify and invest in high-growth large-cap companies.
- Composition: The ETF primarily invests in stocks of companies from the technology, healthcare, and consumer discretionary sectors.
Key Points:
- Actively managed ETF with a focus on growth stocks.
- Strong track record of outperforming the market and its benchmark.
- Experienced management team with a proven ability to identify growth companies.
- Competitive expense ratio.
Risks:
- Volatility: PLCG is a growth-oriented ETF and therefore carries higher volatility compared to the broader market.
- Market Risk: The ETF's performance is subject to market risks such as economic downturns and sector-specific volatility.
- Active Management Risk: The ETF's success depends on the active management team's ability to select winning stocks.
Who Should Consider Investing:
- Investors seeking long-term capital appreciation.
- Investors willing to tolerate higher volatility for the potential of above-average returns.
- Investors with a growth-oriented investment strategy.
Fundamental Rating Based on AI:
8.5/10
PLCG receives a high rating based on its strong financial performance, experienced management team, active management approach, and competitive expense ratio. However, investors should be aware of the associated volatility and market risks.
Resources and Disclaimers:
- Disclaimer: This analysis is for informational purposes only and should not be considered investment advice. Investors should conduct their own due diligence before making any investment decisions.
- Sources:
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.
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