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PPIE - ETF AI Analysis
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Putnam PanAgora ESG International Equity ETF (PPIE)
Rating:69Neutral
Price Target:―
Positive Factors
Strong Lead Holding
The largest position, ASML Holding, has shown strong performance this year, helping support the fund’s overall returns.
Broad Country Diversification
The ETF spreads its investments across many developed markets like Japan, the UK, France, and others, reducing reliance on any single country.
Balanced Sector Mix
Holdings are spread across financials, industrials, technology, health care, and other sectors, which can help smooth out sector-specific ups and downs.
Negative Factors
Recent Short-Term Weakness
The fund has experienced weak performance over the last three months, which may concern investors focused on near-term results.
Several Lagging Top Holdings
A number of the top positions, including Sony, Tesco, and others, have shown weak performance this year, which can drag on the ETF’s returns.
Moderate Expense Ratio
The fund’s expense ratio is not especially low, meaning fees take a noticeable, ongoing bite out of investor returns compared with cheaper ETFs.
PPIE vs. SPDR S&P 500 ETF (SPY)
AUM296.98M
RegionDeveloped Markets
Expense Ratio0.49%
Beta0.72
IssuerPutnam
Inception DateJan 19, 2023
Dividend Yield7.84%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume7,341
30 Day Avg. Volume16,949
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
32.06Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering146
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
PPIE Summary
PPIE is the Putnam PanAgora ESG International Equity ETF, which invests in stocks from many countries outside the U.S., with a focus on companies that meet environmental, social, and governance (ESG) standards. It doesn’t track a set index, but instead is actively managed to build a broad international portfolio across sectors like financials, industrials, and technology. Well-known holdings include ASML Holding and Sony. Someone might invest in PPIE to get diversified global stock exposure while supporting more sustainable businesses. A key risk is that international stock prices can be volatile and can go up or down with global markets and currency moves.
How much will it cost me?The Putnam PanAgora ESG International Equity ETF (Ticker: PPIE) 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 average because it is actively managed, focusing on selecting international stocks that meet strict ESG criteria.
What would affect this ETF?The Putnam PanAgora ESG International Equity ETF (PPIE) could benefit from growing global interest in ESG investing and the potential for economic growth in developed markets outside the U.S., particularly in sectors like technology and healthcare. However, it may face challenges from regulatory changes affecting ESG criteria, fluctuating international market conditions, and sector-specific risks such as volatility in financials and industrials, which make up a significant portion of the fund's holdings.
PPIE Top 10 Holdings
PPIE leans heavily on international financials and industrials, with a clear tilt toward developed markets outside the U.S. ASML is the star engine here, with its rising share price giving the fund a strong tech tailwind, while Fanuc and Itochu add extra lift from Japan. On the flip side, Sony has been losing steam and 3i Group has been lagging, acting as mild brakes on performance. Tesco and Vinci look more mixed to soft, so the fund’s story is really about a few standout winners offsetting several slow movers in Europe and Japan.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Novartis AG | 3.59% | $10.64M | CHF234.28B | 31.22% | 80 Outperform | |
| ASML Holding | 3.50% | $10.36M | $547.45B | 87.20% | 81 Outperform | |
| Intesa Sanpaolo SpA | 2.88% | $8.54M | €102.30B | 29.82% | 76 Outperform | |
| Sony | 2.88% | $8.52M | ¥21.75T | -2.78% | 73 Outperform | |
| Tesco plc | 2.73% | $8.08M | £29.88B | 23.22% | 74 Outperform | |
| Vinci SA | 2.73% | $8.07M | €74.54B | 24.38% | 76 Outperform | |
| Itochu | 2.54% | $7.51M | ¥16.65T | 77.23% | 68 Neutral | |
| 3i Group plc | 2.12% | $6.27M | £34.03B | -15.66% | 78 Outperform | |
| Shell (UK) | 2.02% | $5.97M | £164.82B | 7.42% | 73 Outperform | |
| Barclays | 1.92% | $5.70M | $89.69B | 71.64% | 77 Outperform |
PPIE Technical Analysis
Positive
―
Price Trends
27.46
Positive
26.76
Positive
25.63
Positive
Market Momentum
0.43
Negative
64.84
Neutral
90.37
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PPIE, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 28.18, equal to the 50-day MA of 27.46, and equal to the 200-day MA of 25.63, indicating a bullish trend. The MACD of 0.43 indicates Negative momentum. The RSI at 64.84 is Neutral, neither overbought nor oversold. The STOCH value of 90.37 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PPIE.
PPIE Peer Comparison
Comparison Results
Performance Comparison
PPIE
Putnam PanAgora ESG International Equity ETF
28.95
6.94
31.53%
SEIE
SEI Select International Equity ETF
―
―
―
FYLD
Cambria Foreign Shareholder Yield ETF
―
―
―
AVSD
Avantis Responsible International Equity ETF
―
―
―
TXUE
Thornburg International Equity ETF
―
―
―
RFDI
First Trust Riverfront Dynamic Developed International ETF
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―
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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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