Morningstar

Putnam Focused U.S. Research ETF PFRX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub

Morningstar’s Analysis PFRX

Will PFRX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PFRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PFRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PFRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Putnam Focused Equity R6 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings PFRX

More PFRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.25 58M
Technology

Microsoft Corp

7.85 55M
Technology

Apple Inc

7.13 50M
Technology

Alphabet Inc Class A

5.84 41M
Communication Services

Amazon.com Inc

5.80 41M
Consumer Cyclical

Coca-Cola Co

3.35 24M
Consumer Defensive

Charles Schwab Corp

2.99 21M
Financial Services

Broadcom Inc

2.88 20M
Technology

ExxonMobil Holdings Corp

2.62 18M
Energy

Eli Lilly and Co

2.56 18M
Healthcare

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