PJFM - ETF AI Analysis
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PGIM Jennison Focused Mid-Cap ETF (PJFM)
PJFM’s rating suggests it is a solid mid-cap fund with generally strong underlying companies but some pockets of risk. High-quality holdings like Markel and Permian Resources support the fund’s strength through robust financial performance, positive momentum, and effective strategic initiatives, while names such as ARAMARK and Gaming and Leisure Properties introduce some caution due to technical weakness, valuation concerns, and cost or momentum pressures. The main risk factor is that several holdings face specific challenges around leverage, cash flow, or regional and macroeconomic pressures, which could weigh on future returns if not well managed.
PJFM vs. SPDR S&P 500 ETF (SPY)
- AUM
- 19.48M
- Region
- Global
- Expense Ratio
- 0.49%
- Beta
- 0.89
- Issuer
- PGIM
- Inception Date
- Dec 14, 2023
- Dividend Yield
- 0.61%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
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 financials, technology, industrials, and health care. Well-known holdings include Elevance Health and CBRE Group. Someone might invest in PJFM to diversify beyond large, well-known stocks while still seeking growth. A key risk is that mid‑cap stocks can be more volatile than big companies, so the ETF’s value can go up and down with the market.
How much will it cost me?
This ETF has an expense ratio of 0.49%, which means you’ll pay about $4.90 per year for every $1,000 invested. That’s higher than the average low-cost index ETF because PJFM is actively managed, with professionals selecting specific mid-cap stocks rather than simply tracking a market index.
What would affect this ETF?
This mid-cap ETF could benefit if global economic growth stays solid, as its mix of technology, financials, industrials, and health care companies may see rising profits, and stronger energy and real estate markets could help top holdings like Chord Energy and Gaming and Leisure. On the downside, higher interest rates, slower global growth, or tighter regulations on financials, health care, and energy could hurt earnings for key holdings such as Nisource, Markel, and Elevance Health and weigh on the fund’s performance.
PJFM Top 10 Holdings
PJFM leans into a mix of steady health care and insurance names alongside punchier energy and consumer plays, giving the fund a balanced but performance-driven profile. Elevance Health has been a key engine, rising steadily and helping anchor returns, while mid-cap energy stars like Permian Resources and Chord Energy have been powering the fund higher. On the softer side, Markel and Gaming and Leisure have been lagging, acting as a bit of a brake. With a global, mid-cap focus and no single sector dominating, the ETF spreads its bets without losing its growth tilt.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NI | Nisource | 4.85% | $950.86K | $21.18B | 3.20% | 64Neutral |
 MKL | Markel | 3.91% | $767.86K | $23.71B | -3.49% | 82Outperform |
 ELV | Elevance Health | 3.45% | $675.88K | $91.96B | 35.36% | 76Outperform |
 CCK | Crown Holdings | 3.26% | $639.49K | $13.11B | 26.30% | 73Outperform |
 GLPI | Gaming and Leisure | 2.99% | $585.92K | $11.31B | -11.97% | 72Outperform |
 AXS | Axis Capital | 2.78% | $545.11K | $7.60B | 8.59% | 70Neutral |
 CHRD | Chord Energy | 2.76% | $541.87K | $7.26B | 59.81% | 76Outperform |
 ARMK | ARAMARK Holdings | 2.68% | $525.61K | $13.85B | 40.56% | 68Neutral |
 CUZ | Cousins Properties | 2.68% | $524.93K | $4.87B | 15.04% | 63Neutral |
 CMS | CMS Energy | 2.65% | $519.68K | $21.70B | -4.38% | 67Neutral |
PJFM Technical Analysis
Price Trends
Market Momentum
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 63.23 is below the 20-day moving average (MA) of 64.96, below the 50-day MA of 65.33, and below the 200-day MA of 65.78, indicating a bearish trend. The MACD of -0.32 indicates Positive momentum. The RSI at 38.92 is Neutral, neither overbought nor oversold. The STOCH value of 21.30 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for PJFM.
PJFM Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| PJFM | $63.23 | $72.00(13.87% Upside) | $19.48M | 0.49% | 71Outperform |
 GOP | $40.64 | $51.90(27.70% Upside) | $85.65M | 0.73% | 69Neutral |
 SAGP | $36.34 | $54.30(49.42% Upside) | $78.62M | 0.65% | 68Neutral |
 PRAY | $33.14 | $40.79(23.07% Upside) | $71.09M | 0.68% | 67Neutral |
 CAMX | $35.48 | $41.14(15.93% Upside) | $68.67M | 0.59% | 67Neutral |
 MNVT | $23.94 | $37.66(57.32% Upside) | $60.28M | 0.75% | 58Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| PJFM | PGIM Jennison Focused Mid-Cap ETF | 63.23 | 2.84 | 4.71% | |
| GOP | Unusual Whales Subversive Republican Trading ETF | 40.64 | 4.07 | 11.12% | |
| SAGP | Strategas Global Policy Opportunities ETF | 36.34 | 3.25 | 9.83% | |
| PRAY | FIS Biblically Responsible Risk Managed ETF | 33.14 | 1.65 | 5.24% | |
| CAMX | Cambiar Aggressive Value ETF | 35.48 | 4.70 | 15.27% | |
| MNVT | Moonvest ETF | 23.94 | -0.77 | -3.12% |
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.