PJFM - ETF AI Analysis
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PGIM Jennison Focused Mid-Cap ETF (PJFM)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and over the past month, indicating positive recent momentum.
Leading Holdings With Strong Gains
Several of the largest positions, such as Monolithic Power, Lattice Semiconductor, and Regal Rexnord, have delivered strong year-to-date performance that supports the fund’s returns.
Broad Sector Diversification
Holdings spread across many sectors, including industrials, financials, consumer cyclical, technology, and others, help reduce the impact of weakness in any single industry.
Negative Factors
Moderately High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which can gradually reduce net returns for long-term investors.
Concentration in a Few Mid-Cap Names
A focused approach with meaningful weights in a small number of mid-cap stocks increases the impact that any one company’s performance can have on the fund.
Heavy U.S. Market Exposure
With most assets invested in U.S. companies and only a small allocation to Canada, the ETF offers limited geographic diversification and remains sensitive to U.S. market conditions.
PJFM vs. SPDR S&P 500 ETF (SPY)
AUM19.31M
RegionGlobal
Expense Ratio0.49%
Beta0.90
IssuerPGIM
Inception DateDec 14, 2023
Dividend Yield0.58%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,081
30 Day Avg. Volume781
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
78.89Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering47
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
PJFM Summary
The PGIM Jennison Focused Mid-Cap ETF (PJFM) invests mainly in medium‑sized U.S. companies, aiming to tap into their growth potential. It doesn’t track a set index, but instead is actively managed to pick a select group of mid-cap stocks across many sectors, including industrials, financials, technology, and health care. Well-known holdings include Ralph Lauren and Monolithic Power Systems. Someone might invest in PJFM to seek long-term growth and diversify beyond large, well-known giants. A key risk is that mid-cap stocks can be more volatile than large companies, so the ETF’s value 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 into a mix of mid-cap financials, industrials, and select tech names, with a largely U.S.-centric flavor despite its global mandate. Onto Innovation and Microchip are the clear engines of performance, riding strong momentum in semiconductor and chip-equipment demand. Wesco International and Regal Rexnord add more industrial punch, also trending higher. On the softer side, Markel has been losing steam and Gaming and Leisure Properties has been lagging, modestly tugging on returns but not derailing the fund’s overall upward tilt.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nisource | 4.87% | $940.20K | $22.04B | 10.21% | 64 Neutral | |
| Markel | 4.43% | $856.03K | $24.68B | -1.04% | 82 Outperform | |
| Wesco International | 3.84% | $742.28K | $15.97B | 56.90% | 75 Outperform | |
| Axis Capital | 3.60% | $694.99K | $8.46B | 19.44% | 70 Neutral | |
| Wintrust Financial | 3.33% | $643.40K | $11.08B | 25.06% | 78 Outperform | |
| East West Bancorp | 3.30% | $636.28K | $18.43B | 24.10% | 79 Outperform | |
| CBRE Group | 3.29% | $634.88K | $41.28B | -0.34% | 70 Outperform | |
| Gaming and Leisure | 3.29% | $634.77K | $12.77B | -5.49% | 72 Outperform | |
| TechnipFMC | 3.21% | $620.16K | $28.73B | 123.83% | 80 Outperform | |
| Microchip | 3.18% | $613.11K | $43.96B | 9.02% | 54 Neutral |
PJFM Technical Analysis
Neutral
―
Price Trends
67.40
Negative
65.64
Positive
63.88
Positive
Market Momentum
-0.23
Positive
41.84
Neutral
12.41
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PJFM, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 67.99, equal to the 50-day MA of 67.40, and equal to the 200-day MA of 63.88, indicating a neutral trend. The MACD of -0.23 indicates Positive momentum. The RSI at 41.84 is Neutral, neither overbought nor oversold. The STOCH value of 12.41 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for PJFM.
PJFM Peer Comparison
Comparison Results
Performance Comparison
PJFM
PGIM Jennison Focused Mid-Cap ETF
66.30
6.80
11.43%
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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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