Putnam Focused Large Cap Value ETF

PVAL

Market cap $4.34B

Overview Fund Activity

42.49 USD

+0.15

0.35%

At close Updated Sep 17, 4:00 PM EDT

Pre-market

After hours

42.56

+0.07

0.16%

1 day

0.35%

5 days

1.12%

1 month

3.03%

3 months

8.95%

6 months

11.96%

Year to date

14.87%

1 year

13.76%

5 years

68.81%

10 years

68.81%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

224% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 29

185% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 13

40% more funds holding in top 10

Funds holding in top 10: 15 [Q1] → 21 (+6) [Q2]

40% more capital invested

Capital invested by funds: $2.03B [Q1] → $2.84B (+$811M) [Q2]

16% more funds holding

Funds holding: 145 [Q1] → 168 (+23) [Q2]

0.24% more ownership

Funds ownership: 83.8% [Q1] → 84.04% (+0.24%) [Q2]

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Financial journalist opinion

PVAL: A Thumbs Up For This Actively Managed ETF

Putnam Focused Large Cap Value ETF, an actively managed large-cap value ETF, is up by 12% YTD and outperforming the Russell 1000 and Russell 1000 value indices in the process. Even though PVAL is pricier and not as stable as the very popular VTV, we believe it more than holds its own. PVAL's robust risk-adjusted return track record and useful financials sector exposure position it well as the market underappreciates financials relative to tech stocks.

PVAL: A Thumbs Up For This Actively Managed ETF

PVAL: Value Means Overvalued In Today's Markets

Value investing means buying high-quality businesses below intrinsic value; current optimistic market conditions make this challenging for ETFs like PVAL. PVAL's high turnover rate (54%) contradicts the long-term mindset essential to true value investing, raising concerns about its strategy. With only 47 holdings and a 0.56% expense ratio, PVAL lacks diversification and charges relatively high fees for a value ETF.

PVAL: Value Means Overvalued In Today's Markets

PVAL: A Low Valuation Fund Outperforming Peers

The Putnam Focused Large Cap Value ETF actively manages a concentrated portfolio of undervalued U.S. large-cap stocks, outperforming peers despite low tech exposure. PVAL's low P/E ratio of 15.6x mitigates downside risk, making it attractive amid high market valuations. PVAL's value-oriented strategy and diversified sector allocation make it a solid choice for the value portion of an investor's portfolio.

PVAL: A Low Valuation Fund Outperforming Peers

Financial Giant Charts a Differentiated Course in Active ETFs

Investment manager Franklin Templeton has marked eight years as an ETF issuer in the U.S. market. Primarily known as an active manager of mutual funds, the firm also offers active, quasi-active and passively managed strategies within the ETF wrapper.

Financial Giant Charts a Differentiated Course in Active ETFs

PVAL: A Cautious Outlook For This Top-Performing Large-Cap Value ETF

PVAL is a top-performing large-cap value ETF with a 0.56% expense ratio and $1.31 billion in assets under management. It's semi-transparent, meaning its managers do not disclose its holdings daily. Portfolio turnover is low, suggesting its two portfolio managers take a high-conviction approach. It's unique in the sense that it has not relied on tech stocks to power its returns. My fundamental analysis revealed low growth rates for current holdings, a departure in strategy from prior months. An additional concern is weak earnings revisions, which could limit short-term gains.

PVAL: A Cautious Outlook For This Top-Performing Large-Cap Value ETF

PVAL: This Large-Cap Value ETF Has Potential

PVAL is an actively managed ETF that has been outperforming its benchmark in the last 3 years with its focus on value opportunities. It focuses on undervalued U.S. large-cap stocks and has a low book value premium and earnings multiple compared to SPY. Despite high fees and concentration risk in the financials sector, PVAL's performance and large-cap focus should be attractive to conservative value investors.

PVAL: This Large-Cap Value ETF Has Potential

PVAL: Leveraging Sector Performance With A Large Cap Value ETF

Putnam Focused Large Cap Value ETF keeps its investment strategy secret to prevent other traders from copying it. PVAL has a diverse portfolio with a focus on financials, healthcare, and industrial sectors. The fund has shown strong performance due to the resilience of these sectors and the current market momentum.

PVAL: Putnam's Large Cap Value ETF Ranked 2nd For Its Investment Style

Putnam Focused Large Cap Value ETF is reviewed as a lesser-known player in the Large-Cap Value space. The ETF invests in value stocks of large cap companies within the range of the Russell 1000 Value Index. The article compares the performance of Putnam Focused Large Cap Value ETF against other top performers in the space.

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