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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 Geographic Diversification
The ETF invests across multiple countries, including Japan, the UK, and the USA, reducing reliance on any single economy.
Healthy Sector Balance
The fund is spread across diverse sectors like Financials, Industrials, and Technology, which helps mitigate sector-specific risks.
Competitive Expense Ratio
The ETF has a relatively low expense ratio, making it cost-effective compared to many actively managed funds.
Negative Factors
Underperforming Top Holdings
Some of the largest positions, like Novartis and Tesco, have shown weaker year-to-date performance, which could drag overall returns.
High Exposure to Financials
With over 23% of the portfolio in the Financial sector, the fund is vulnerable to downturns in this industry.
Limited U.S. Exposure
The ETF has only 10% exposure to U.S. companies, which may limit its ability to benefit from growth in the world's largest economy.
PPIE vs. SPDR S&P 500 ETF (SPY)
AUM276.03M
RegionDeveloped Markets
Expense Ratio0.49%
Beta0.72
IssuerPutnam
Inception DateJan 19, 2023
Dividend Yield3.92%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume8,781
30 Day Avg. Volume8,644
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
31.75Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering128
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
PPIE Summary
The Putnam PanAgora ESG International Equity ETF (PPIE) is an investment fund that focuses on international companies meeting high environmental, social, and governance (ESG) standards. It includes stocks from developed and emerging markets, with top holdings like Sony and Novartis AG. This ETF is ideal for investors who want global diversification while supporting sustainable business practices. However, since it invests in international markets, its performance can be affected by global economic conditions and currency fluctuations.
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
The Putnam PanAgora ESG International Equity ETF is leaning heavily on financials and industrials, which together make up nearly half of its portfolio. NEC has been a standout performer, riding a bullish wave thanks to strong growth metrics, while Sony has been steady, contributing positively to the fund’s momentum. On the flip side, 3i Group has struggled with bearish trends, holding back overall performance. With a developed markets focus and a mix of sectors, the fund’s positioning suggests a balanced approach, though its reliance on financials could amplify sector-specific risks.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Sony | 3.62% | $9.93M | ¥26.47T | 31.77% | 73 Outperform | |
| Novartis AG | 3.48% | $9.53M | CHF203.80B | 19.23% | 80 Outperform | |
| ASML Holding | 3.29% | $9.03M | $423.56B | 55.08% | 81 Outperform | |
| Intesa Sanpaolo SpA | 3.08% | $8.46M | €97.50B | 46.29% | 76 Outperform | |
| NEC | 2.95% | $8.09M | ¥7.77T | 200.46% | 72 Outperform | |
| Tesco plc | 2.71% | $7.44M | £28.95B | 23.47% | 74 Outperform | |
| Vinci SA | 2.57% | $7.04M | €67.88B | 19.17% | 76 Outperform | |
| Fanuc Corporation | 2.29% | $6.28M | ¥5.49T | 48.91% | 74 Outperform | |
| Itochu | 2.21% | $6.05M | ¥13.23T | 21.21% | 70 Outperform | |
| 3i Group plc | 2.18% | $5.99M | £31.87B | -13.38% | 78 Outperform |
PPIE Technical Analysis
Positive
―
Price Trends
28.35
Positive
27.79
Positive
26.42
Positive
Market Momentum
0.10
Negative
59.24
Neutral
93.34
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 28.38, equal to the 50-day MA of 28.35, and equal to the 200-day MA of 26.42, indicating a bullish trend. The MACD of 0.10 indicates Negative momentum. The RSI at 59.24 is Neutral, neither overbought nor oversold. The STOCH value of 93.34 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
28.81
5.90
25.75%
DFSI
Dimensional International Sustainability Core 1 ETF
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SEIE
SEI Select International Equity ETF
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―
―
FYLD
Cambria Foreign Shareholder Yield ETF
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―
―
AVSD
Avantis Responsible International Equity ETF
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―
―
TXUE
Thornburg International 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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