PJSM - ETF AI Analysis
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PGIM Jennison Small-Mid Cap Core Equity ETF (PJSM)
Rating:67Neutral
Price Target:―
Positive Factors
Strong Performance From Several Top Holdings
Many of the largest positions, especially in energy, financials, and health care, have shown strong gains year to date, helping support the fund’s overall results.
Broad Sector Diversification
The ETF spreads its investments across many different sectors, which can help reduce the impact if any single industry runs into trouble.
Moderate Expense Ratio
The fund’s expense ratio is relatively moderate for an actively managed small- and mid-cap strategy, allowing more of the returns from its holdings to reach investors.
Negative Factors
Weak Overall Year-to-Date Performance
Despite some strong individual stocks, the ETF’s overall performance so far this year has been slightly negative, which may concern investors looking for steady growth.
Heavy U.S. Concentration
Almost all of the fund’s assets are invested in U.S. companies, offering very limited geographic diversification and making returns highly sensitive to the U.S. market.
Mixed Results Among Top Holdings
A few of the largest positions have shown weak or lagging performance, which can drag on the fund’s returns if these stocks do not improve.
PJSM vs. SPDR S&P 500 ETF (SPY)
AUM5.82M
RegionNorth America
Expense Ratio0.29%
Beta0.52
IssuerPGIM
Inception DateSep 01, 2026
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,189
30 Day Avg. Volume1,979
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
63.53Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering249
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
PJSM Summary
PGIM Jennison Small-Mid Cap Core Equity ETF (PJSM) is an actively managed fund that invests mainly in smaller and mid-sized U.S. companies across many industries, rather than tracking a specific index. It holds businesses like East West Bancorp and Markel, giving investors a broad mix of financial, industrial, technology, and energy stocks. Someone might invest in PJSM to tap into the long-term growth potential of smaller companies while adding diversification beyond large, well-known firms. However, because it focuses on small and mid-size stocks, the ETF’s price can be more volatile and may go up and down sharply with the market.
How much will it cost me?This ETF has an expense ratio of 0.29%, which means you’ll pay about $2.90 per year for every $1,000 invested. That’s a bit higher than the average index ETF because PJSM is actively managed, with professionals selecting and adjusting the portfolio rather than simply tracking a market index.
What would affect this ETF?This ETF could benefit if the U.S. economy stays healthy, since small- and mid-sized companies in areas like financials, industrials, and technology often grow faster when business activity, consumer spending, and energy demand are strong. On the other hand, it could be hurt by rising interest rates, tighter credit conditions that pressure banks and real estate, or an economic slowdown that tends to hit smaller U.S. companies and more cyclical sectors like consumer and industrial stocks harder than large, defensive firms.
PJSM Top 10 Holdings
PJSM leans into U.S. small- and mid-cap names, with financials and industrials setting the tone. East West Bancorp and Eastern Bankshares have been steady to rising over the year, helping the fund, even if they’ve cooled recently. On the industrial side, Gates Industrial has been lagging, acting as a bit of a speed bump. Energy is a bright spot, with Chord Energy and Permian Resources powering gains after a strong stretch. Roivant Sciences adds a punch of health-care innovation, but its mixed fundamentals mean it’s more of a wild card than a core driver.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Gates Industrial | 2.24% | $109.95K | $6.63B | 3.93% | 65 Neutral | |
| East West Bancorp | 2.22% | $108.93K | $16.98B | 17.24% | 79 Outperform | |
| Gaming and Leisure | 2.04% | $100.01K | $11.05B | -19.45% | 72 Outperform | |
| Markel | 1.95% | $95.80K | $21.22B | -9.17% | 82 Outperform | |
| Chord Energy | 1.77% | $86.90K | $7.33B | 33.50% | 76 Outperform | |
| Eastern Bankshares | 1.63% | $80.16K | $4.78B | 14.68% | 74 Outperform | |
| Permian Resources | 1.62% | $79.52K | $17.69B | 64.87% | 81 Outperform | |
| Crown Holdings | 1.60% | $78.35K | $11.46B | 8.96% | 73 Outperform | |
| Axis Capital | 1.48% | $72.44K | $6.87B | 0.00% | 70 Neutral | |
| Roivant Sciences | 1.38% | $67.82K | $26.42B | 132.19% | 58 Neutral |
PJSM Technical Analysis
Positive
―
Price Trends
Market Momentum
40.76
Neutral
31.57
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PJSM, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 49.55, equal to the 50-day MA of ―, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of ― indicates undefined momentum. The RSI at 40.76 is Neutral, neither overbought nor oversold. The STOCH value of 31.57 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PJSM.
PJSM Peer Comparison
Comparison Results
Performance Comparison
PJSM
PGIM Jennison Small-Mid Cap Core Equity ETF
49.52
-1.42
-2.79%
OASC
OneAscent Small Cap Core ETF
―
―
―
MYLD
Cambria Micro and SmallCap Shareholder Yield ETF
―
―
―
BCSM
Baron SMID Cap ETF
―
―
―
IVSS
Applied Finance IVS US SMID ETF
―
―
―
BRSM
MFS Blended Research Small-Mid Cap ETF
―
―
―
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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