PJFM - ETF AI Analysis
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PGIM Jennison Focused Mid-Cap ETF (PJFM)
Rating:70Outperform
Price Target:―
Positive Factors
Solid Year-To-Date Results
The ETF has delivered strong gains so far this year, showing positive momentum for investors.
Strong Performers Among Top Holdings
Several of the largest positions, such as Wesco International, TechnipFMC, and Microchip, have shown strong performance, helping support the fund’s returns.
Broad Sector Diversification
Holdings spread across many sectors, including industrials, financials, technology, and others, help reduce the impact if any one industry struggles.
Negative Factors
Recent Short-Term Weakness
The ETF has slipped over the past month, which may signal near-term volatility or a pause in its earlier gains.
High U.S. Concentration
With most assets in U.S. companies and very little in other countries, the fund is heavily tied to the U.S. economy and market conditions.
Mixed Performance Within Top Holdings
Some major positions, such as Markel and CBRE Group, have shown weak or negative performance, which can drag on overall returns if the weakness continues.
PJFM vs. SPDR S&P 500 ETF (SPY)
AUM19.61M
RegionGlobal
Expense Ratio0.49%
Beta0.90
IssuerPGIM
Inception DateDec 14, 2023
Dividend Yield0.59%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume52
30 Day Avg. Volume530
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
81.61Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering49
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
PJFM Summary
PJFM, the PGIM Jennison Focused Mid-Cap ETF, invests mainly in medium-sized U.S. companies, aiming to tap into their growth potential. It doesn’t track a specific index, but instead follows a mid-cap growth theme chosen by professional managers. The fund spreads money across many sectors, including industrials, financials, and technology, with holdings like CBRE Group and Microchip Technology. Someone might invest in PJFM to diversify beyond large, well-known companies while still seeking long-term growth. A key risk is that mid-cap stocks can be more volatile than big blue-chip companies, so the value of the ETF can go up and down significantly with the market.
How much will it cost me?The PGIM Jennison Focused Mid-Cap ETF (PJFM) 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 the average for ETFs because it is actively managed, meaning investment professionals carefully select and manage the portfolio to focus on mid-cap companies with growth potential.
What would affect this ETF?The PGIM Jennison Focused Mid-Cap ETF could benefit from global economic growth and innovation in sectors like technology and consumer cyclical, which are significant parts of its portfolio. However, it may face challenges from rising interest rates, which can negatively impact mid-cap companies and sectors like real estate and financials. Additionally, global economic uncertainty or regulatory changes could create headwinds for its diverse sector exposure.
PJFM Top 10 Holdings
PJFM is leaning on a mix of steady financials and more volatile growth names to power returns. Insurance players like Markel and Axis Capital have been lagging lately, acting as a bit of a brake on the fund, while Wintrust Financial is holding its own and helping stabilize the ride. On the growth side, Roivant Sciences is rising and injecting some excitement, and Eldorado Gold has been a bright spot as gold momentum picks up. With exposure spread across sectors and a global mix of holdings, the ETF avoids heavy concentration in any single theme or country.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nisource | 4.42% | $866.23K | $19.46B | 0.64% | 64 Neutral | |
| Markel | 4.10% | $803.36K | $22.01B | -8.20% | 82 Outperform | |
| CBRE Group | 3.31% | $649.79K | $40.40B | -15.01% | 70 Outperform | |
| Axis Capital | 3.20% | $626.97K | $7.24B | 4.03% | 70 Neutral | |
| Roivant Sciences | 3.07% | $602.58K | $28.73B | 164.43% | 58 Neutral | |
| Gaming and Leisure | 2.98% | $584.84K | $11.52B | -15.08% | 72 Outperform | |
| Celestica | 2.95% | $579.37K | C$58.66B | 31.51% | 73 Outperform | |
| Eldorado Gold | 2.92% | $572.14K | $11.26B | 54.85% | 79 Outperform | |
| Chord Energy | 2.87% | $563.43K | $7.90B | 43.96% | 76 Outperform | |
| Microchip | 2.83% | $555.37K | $39.79B | 12.46% | 54 Neutral |
PJFM Technical Analysis
Negative
―
Price Trends
66.87
Negative
67.12
Negative
65.41
Negative
Market Momentum
-0.54
Positive
43.14
Neutral
18.55
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PJFM, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 66.16, equal to the 50-day MA of 66.87, and equal to the 200-day MA of 65.41, indicating a bearish trend. The MACD of -0.54 indicates Positive momentum. The RSI at 43.14 is Neutral, neither overbought nor oversold. The STOCH value of 18.55 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for PJFM.
PJFM Peer Comparison
Comparison Results
Performance Comparison
PJFM
PGIM Jennison Focused Mid-Cap ETF
65.36
5.10
8.46%
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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.
DisclaimerThis 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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