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PLDR - ETF AI Analysis
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Putnam Sustainable Leaders ETF (PLDR)
Rating:72Outperform
Price Target:―
Positive Factors
Large, Well-Known Holdings
The ETF’s biggest positions are in major, established companies that many investors view as long-term leaders in their industries.
Broad Sector Diversification
Holdings are spread across technology, health care, consumer, financial, and other sectors, which helps reduce the impact if any one area of the market struggles.
Meaningful Fund Size
The ETF manages a sizable pool of assets, which can support trading liquidity and signal ongoing investor interest.
Negative Factors
High Expense Ratio
The fund’s fee is on the higher side for an ETF, which can eat into long-term returns compared with lower-cost options.
Heavy U.S. Concentration
With almost all assets in U.S. stocks, the ETF offers little geographic diversification and is highly tied to the U.S. market’s fortunes.
Recent Performance Weakness
The ETF has shown weak recent returns, with several of its largest holdings lagging so far this year.
PLDR vs. SPDR S&P 500 ETF (SPY)
AUM811.98M
RegionNorth America
Expense Ratio0.59%
Beta1.04
IssuerPutnam
Inception DateMay 25, 2021
Dividend Yield0.39%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume18,259
30 Day Avg. Volume25,018
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
44.25Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering53
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
PLDR Summary
Putnam Sustainable Leaders ETF (PLDR) is a U.S.-focused fund that invests in companies seen as leaders in sustainability, based on environmental, social, and governance (ESG) practices. It doesn’t track a specific index, but aims to cover much of the stock market with a tilt toward responsible businesses. The fund holds many well-known names like Apple and Microsoft, along with other large and mid-sized companies across several sectors. Someone might invest for long-term growth and diversification while supporting sustainable companies. A key risk is that it’s heavily tilted toward technology and can go up and down with the stock market.
How much will it cost me?The Putnam Sustainable Leaders ETF (PLDR) has an expense ratio of 0.6%, meaning you’ll pay $6 per year for every $1,000 invested. This is higher than average because the fund is actively managed, focusing on companies with strong sustainability practices and leadership in ESG criteria.
What would affect this ETF?The Putnam Sustainable Leaders ETF (PLDR) could benefit from growing interest in ESG investing and advancements in technology, as its largest sector exposure is technology and top holdings include companies like Microsoft and Apple. However, it may face challenges if regulatory changes or economic slowdowns negatively impact the technology sector or broader market conditions in the U.S., where the fund is geographically focused.
PLDR Top 10 Holdings
PLDR is leaning heavily on U.S. Big Tech and chip names, with Microsoft, Apple, Nvidia, Alphabet, Amazon, and Broadcom forming the core engine. Alphabet and Amazon have been the steadier climbers lately, helping to prop up returns, while Apple and Microsoft look like they’re catching their breath after a strong run. Nvidia and Broadcom, key semiconductor plays, are showing more mixed momentum, adding some bumpiness. Outside tech, Eli Lilly has been a bright spot from health care, but financials like JPMorgan and Mastercard have recently been more of a drag than a driver.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Apple | 7.99% | $68.80M | $3.87T | 7.96% | 79 Outperform | |
| Microsoft | 7.60% | $65.46M | $2.95T | -3.66% | 79 Outperform | |
| Alphabet Class A | 5.96% | $51.33M | $3.66T | 63.72% | 85 Outperform | |
| Nvidia | 5.55% | $47.81M | $4.49T | 35.01% | 76 Outperform | |
| Amazon | 5.37% | $46.21M | $2.16T | -9.64% | 71 Outperform | |
| Broadcom | 5.16% | $44.46M | $1.58T | 45.81% | 76 Outperform | |
| Eli Lilly & Co | 3.36% | $28.90M | $977.37B | 17.70% | 72 Outperform | |
| JPMorgan Chase | 3.03% | $26.10M | $828.34B | 10.57% | 72 Outperform | |
| Mastercard | 1.88% | $16.18M | $465.46B | -7.13% | 75 Outperform | |
| Tesla | 1.87% | $16.07M | $1.54T | 14.08% | 73 Outperform |
PLDR Technical Analysis
Neutral
―
Price Trends
37.02
Negative
36.71
Negative
35.19
Positive
Market Momentum
-0.30
Positive
40.40
Neutral
9.63
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PLDR, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 36.54, equal to the 50-day MA of 37.02, and equal to the 200-day MA of 35.19, indicating a neutral trend. The MACD of -0.30 indicates Positive momentum. The RSI at 40.40 is Neutral, neither overbought nor oversold. The STOCH value of 9.63 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for PLDR.
PLDR Peer Comparison
Comparison Results
Performance Comparison
PLDR
Putnam Sustainable Leaders ETF
35.90
1.57
4.57%
SYLD
Cambria Shareholder Yield ETF
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ABFL
Fcf Us Quality Etf
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BGDV
Bahl & Gaynor Dividend ETF
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XCHG
AB US Equity ETF
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EBI
Longview Advantage 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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