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PLDR - AI Analysis
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Putnam Sustainable Leaders ETF (PLDR)
Rating:73Outperform
Price Target:
$41.00
Positive Factors
Strong Top Holdings
Several key holdings, such as Nvidia, Alphabet, and Broadcom, have delivered strong year-to-date performance, driving the ETF’s returns.
Sector Diversification
The ETF is spread across multiple sectors, including technology, consumer cyclical, and health care, which helps balance risks.
Healthy Performance Trends
The ETF has shown steady positive returns over the year-to-date, three-month, and one-month periods, indicating consistent growth.
Negative Factors
High Technology Exposure
With nearly 37% of the portfolio in technology, the ETF is heavily reliant on the performance of this sector, increasing vulnerability to tech downturns.
Limited Geographic Exposure
The ETF is overwhelmingly focused on U.S. companies, with minimal international exposure, which limits diversification across global markets.
Moderate Expense Ratio
The ETF’s expense ratio of 0.6% is higher than many low-cost alternatives, which could slightly reduce long-term returns.
PLDR vs. SPDR S&P 500 ETF (SPY)
AUM823.48M
RegionNorth America
Expense Ratio0.60%
Beta1.06
IssuerPutnam
Inception DateMay 25, 2021
Dividend Yield0.34%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume28,826
30 Day Avg. Volume20,644
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
41.31Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering54
PLDR Summary
The Putnam Sustainable Leaders ETF (PLDR) is an investment fund that focuses on companies excelling in sustainability and strong financial performance. It includes well-known names like Microsoft and Apple, along with other large and mid-sized companies across industries such as technology, healthcare, and consumer goods. This ETF is ideal for investors who want to support environmental, social, and governance (ESG) practices while gaining exposure to a broad range of market sectors. However, since it heavily invests in tech stocks, its performance can be impacted by fluctuations in the technology sector.
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
The Putnam Sustainable Leaders ETF leans heavily into technology, with giants like Microsoft and Nvidia driving performance thanks to their strong growth in AI and cloud services. Alphabet is also a bright spot, riding bullish momentum from its advancements in AI. However, Amazon has been lagging, weighed down by mixed technical indicators and challenges in its AWS margins. Financials like JPMorgan Chase and Capital One are showing mixed results, adding some drag to the fund. Overall, the ETF’s U.S.-focused portfolio is tech-heavy, with sustainability-minded leaders shaping its trajectory.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Microsoft | 8.65% | $68.91M | $3.89T | 25.49% | 83 Outperform | |
| Apple | 7.89% | $62.87M | $3.90T | 15.12% | 78 Outperform | |
| Nvidia | 6.33% | $50.40M | $4.53T | 42.32% | 81 Outperform | |
| Amazon | 5.46% | $43.50M | $2.39T | 20.13% | 77 Outperform | |
| Alphabet Class A | 4.89% | $38.93M | $3.15T | 57.63% | 82 Outperform | |
| Broadcom | 4.70% | $37.41M | $1.67T | 108.08% | 79 Outperform | |
| JPMorgan Chase | 3.16% | $25.15M | $826.14B | 36.99% | 70 Outperform | |
| Eli Lilly & Co | 2.63% | $20.92M | $781.25B | -9.24% | 70 Outperform | |
| Mastercard | 1.95% | $15.56M | $518.60B | 13.05% | 84 Outperform | |
| Capital One Financial | 1.89% | $15.04M | $143.90B | 35.58% | 58 Neutral |
PLDR Technical Analysis
Positive
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Price Trends
35.67
Positive
34.79
Positive
33.39
Positive
Market Momentum
0.30
Negative
66.72
Neutral
94.45
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PLDR, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 36.27, equal to the 50-day MA of 35.67, and equal to the 200-day MA of 33.39, indicating a bullish trend. The MACD of 0.30 indicates Negative momentum. The RSI at 66.72 is Neutral, neither overbought nor oversold. The STOCH value of 94.45 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PLDR.
PLDR Peer Comparison
Comparison Results
Performance Comparison
PLDR
Putnam Sustainable Leaders ETF
37.07
3.41
10.13%
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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EBI
Longview Advantage ETF
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AAUS
Alpha Architect US Equity 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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