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PJFM - ETF AI Analysis

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PJFM

PGIM Jennison Focused Mid-Cap ETF (PJFM)

Rating:70Outperform
Price Target:
PJFM, the PGIM Jennison Focused Mid-Cap ETF, has an overall rating that suggests it is a solid but not flawless choice, supported by several strong core holdings. Standout positions like Markel and Permian Resources help lift the fund’s quality thanks to their robust financial performance, positive outlooks, and strategic strengths, while Eldorado Gold and Ralph Lauren also add to the appeal with strong results despite some cost and valuation concerns. The main risk factor is that a few holdings, such as NiSource and CMS Energy, face issues like leverage, weaker technical trends, and cash flow pressures, which can weigh on the fund’s overall stability.
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and over the past month, indicating positive recent momentum.
Leading Holdings With Strong Gains
Several of the largest positions, such as Monolithic Power, Lattice Semiconductor, and Regal Rexnord, have delivered strong year-to-date performance that supports the fund’s returns.
Broad Sector Diversification
Holdings spread across many sectors, including industrials, financials, consumer cyclical, technology, and others, help reduce the impact of weakness in any single industry.
Negative Factors
Moderately High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which can gradually reduce net returns for long-term investors.
Concentration in a Few Mid-Cap Names
A focused approach with meaningful weights in a small number of mid-cap stocks increases the impact that any one company’s performance can have on the fund.
Heavy U.S. Market Exposure
With most assets invested in U.S. companies and only a small allocation to Canada, the ETF offers limited geographic diversification and remains sensitive to U.S. market conditions.

PJFM vs. SPDR S&P 500 ETF (SPY)

PJFM Summary

The PGIM Jennison Focused Mid-Cap ETF (PJFM) invests mainly in medium‑sized U.S. companies, aiming to tap into their growth potential. It doesn’t track a set index, but instead is actively managed to pick a select group of mid-cap stocks across many sectors, including industrials, financials, technology, and health care. Well-known holdings include Ralph Lauren and Monolithic Power Systems. Someone might invest in PJFM to seek long-term growth and diversify beyond large, well-known giants. A key risk is that mid-cap stocks can be more volatile than large companies, so the ETF’s value can go up and down significantly with the market.
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

PJFM is leaning into a mix of mid-cap growth stories, with chip names Monolithic Power and Lattice Semiconductor doing much of the heavy lifting as their momentum keeps rising and gives the fund a tech-flavored tilt despite its broad mandate. Industrial player Wesco International and equipment maker Regal Rexnord are also pulling their weight, adding steady strength from the industrial side. On the softer side, Eldorado Gold has been lagging and acting like a small anchor, while insurance names like Markel and Axis Capital show more mixed, stop-and-go performance. Overall, it’s a globally oriented, sector-diversified mid-cap portfolio, but recent returns are being driven most by semiconductors and select industrials.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Monolithic Power5.54%$928.64K$80.16B171.28%
75
Outperform
Nisource5.05%$845.30K$23.00B21.37%
64
Neutral
Ralph Lauren4.99%$836.40K$22.48B66.88%
78
Outperform
Eldorado Gold4.56%$763.68KC$11.53B65.85%
79
Outperform
Wesco International4.23%$708.73K$15.41B94.62%
75
Outperform
Gaming and Leisure4.11%$687.89K$13.40B-1.02%
72
Outperform
Lattice Semiconductor3.51%$587.84K$16.81B143.52%
71
Outperform
Markel3.09%$518.27K$24.00B4.55%
82
Outperform
Axis Capital3.09%$517.90K$7.36B3.70%
70
Neutral
Regal Rexnord3.09%$517.04K$14.13B101.15%
69
Neutral

PJFM Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
63.80
Positive
100DMA
63.94
Positive
200DMA
61.88
Positive
Market Momentum
MACD
1.02
Negative
RSI
58.70
Neutral
STOCH
76.15
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 65.92, equal to the 50-day MA of 63.80, and equal to the 200-day MA of 61.88, indicating a bullish trend. The MACD of 1.02 indicates Negative momentum. The RSI at 58.70 is Neutral, neither overbought nor oversold. The STOCH value of 76.15 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
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$16.91M0.49%
70
Outperform
$93.88M0.95%
59
Neutral
$91.97M1.02%
62
Neutral
$74.85M0.65%
68
Neutral
$73.19M0.73%
70
Neutral
$72.15M0.55%
71
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
PJFM
PGIM Jennison Focused Mid-Cap ETF
66.70
12.49
23.04%
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RJDI
RJ Eagle GCM Dividend Select Income ETF
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.
DisclaimerThis 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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