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PJFM - ETF AI Analysis
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PGIM Jennison Focused Mid-Cap ETF (PJFM)
Rating:69Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several of the ETF's largest positions, such as Eldorado Gold and Monolithic Power, have delivered strong year-to-date performance, supporting overall returns.
Sector Diversification
The fund is spread across multiple sectors, including Consumer Cyclical, Financials, and Technology, which helps reduce reliance on any single industry.
Moderate Expense Ratio
The ETF's expense ratio of 0.49% is reasonable compared to actively managed funds, allowing investors to retain more of their returns.
Negative Factors
High Geographic Concentration
With nearly 96% of its assets in U.S. companies, the ETF lacks significant exposure to international markets, limiting diversification.
Mixed Performance in Top Holdings
Some key holdings, like Gaming and Leisure, have underperformed year-to-date, which could weigh on the fund's overall momentum.
Small Asset Base
The ETF has relatively low assets under management, which may lead to less liquidity and higher trading costs for investors.
PJFM vs. SPDR S&P 500 ETF (SPY)
AUM15.68M
RegionGlobal
Expense Ratio0.49%
Beta0.91
IssuerPGIM
Inception DateDec 14, 2023
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume4
30 Day Avg. Volume57
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
72.49Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering44
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
PJFM Summary
The PGIM Jennison Focused Mid-Cap ETF (PJFM) is an investment fund that focuses on mid-sized companies, which are often considered to be in a sweet spot for growth. These companies are more established than small startups but still have room to expand. Some of its top holdings include well-known names like Ralph Lauren and Pinterest. This ETF is a good choice for investors looking to diversify their portfolio with businesses that have growth potential and a proven track record. However, new investors should be aware that mid-cap stocks can be more volatile than larger, more stable companies, meaning their value can go up and down with market conditions.
How much will it cost me?The PGIM Jennison Focused Mid-Cap ETF (PJFM) has an expense ratio of 0.49%, which means you’ll pay $4.90 per year for every $1,000 invested. This is higher than the average for ETFs because it is actively managed, meaning investment professionals carefully select and manage the portfolio to focus on mid-cap companies with growth potential.
What would affect this ETF?The PGIM Jennison Focused Mid-Cap ETF could benefit from global economic growth and innovation in sectors like technology and consumer cyclical, which are significant parts of its portfolio. However, it may face challenges from rising interest rates, which can negatively impact mid-cap companies and sectors like real estate and financials. Additionally, global economic uncertainty or regulatory changes could create headwinds for its diverse sector exposure.
PJFM Top 10 Holdings
The PGIM Jennison Focused Mid-Cap ETF leans heavily into industrials, financials, and consumer cyclical sectors, with a global mix of holdings. Eldorado Gold and Ralph Lauren are rising stars, benefiting from strong financial performance and strategic momentum, while Lattice Semiconductor adds steady growth with its focus on AI and data centers. However, Gaming and Leisure Properties is dragging the fund with bearish momentum and project-related risks, while Monolithic Power faces valuation concerns despite its growth in automotive markets. This ETF’s sector diversity provides balance, but its mid-cap focus keeps the spotlight on growth potential.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Eldorado Gold | 6.91% | $1.08M | $6.92B | 115.87% | 79 Outperform | |
| Ralph Lauren | 5.36% | $839.66K | $22.40B | 62.03% | 78 Outperform | |
| Nisource | 4.11% | $644.96K | $19.77B | 14.42% | 64 Neutral | |
| Wesco International | 3.74% | $586.66K | $12.57B | 38.84% | 75 Outperform | |
| Lattice Semiconductor | 3.71% | $581.06K | $10.19B | 18.69% | 71 Outperform | |
| Monolithic Power | 3.45% | $541.40K | $45.58B | 51.44% | 76 Outperform | |
| CBRE Group | 3.25% | $509.38K | $47.82B | 16.96% | 70 Outperform | |
| Markel | 3.15% | $494.33K | $26.99B | 25.18% | 82 Outperform | |
| Churchill Downs | 3.11% | $487.94K | $8.15B | -11.28% | 73 Outperform | |
| Lincoln National | 2.98% | $466.78K | $8.60B | 39.56% | 71 Outperform |
PJFM Technical Analysis
Positive
―
Price Trends
60.58
Positive
60.34
Positive
58.14
Positive
Market Momentum
0.67
Negative
56.58
Neutral
36.40
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PJFM, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 61.54, equal to the 50-day MA of 60.58, and equal to the 200-day MA of 58.14, indicating a bullish trend. The MACD of 0.67 indicates Negative momentum. The RSI at 56.58 is Neutral, neither overbought nor oversold. The STOCH value of 36.40 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PJFM.
PJFM Peer Comparison
Comparison Results
Performance Comparison
PJFM
PGIM Jennison Focused Mid-Cap ETF
62.27
5.13
8.98%
RCGE
RockCreek Global Equality ETF
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―
―
GINX
SGI Enhanced Global Income ETF
―
―
―
BLCR
BlackRock Large Cap Core ETF
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―
ICAP
InfraCap Equity Income Fund ETF
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―
―
TOLL
Tema Monopolies and Oligopolies ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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