PLDR - ETF AI Analysis
Top Page
Putnam Sustainable Leaders ETF (PLDR)
Rating:73Outperform
Price Target:―
Positive Factors
Leading Mega-Cap Growth Stocks
The ETF holds several well-known technology and internet leaders that have shown strong recent performance, helping support the fund’s returns.
Broad Sector Diversification
Holdings spread across technology, consumer, financial, health care, and other sectors help reduce the impact if any one industry struggles.
Recent Short-Term Momentum
The fund’s strong one-month gain suggests improving short-term momentum despite weaker results over the year so far.
Negative Factors
High Expense Ratio
The fund’s fee is relatively high for an ETF, which can slowly reduce investors’ net returns over time.
Heavy U.S. Concentration
With almost all assets in U.S. companies, the ETF offers little geographic diversification and is highly tied to the U.S. market.
Mixed Performance Among Top Holdings
Several major positions, including some large technology and health care names, have shown weak year-to-date performance, which has weighed on overall results.
PLDR vs. SPDR S&P 500 ETF (SPY)
AUM0.00
RegionNorth America
Expense Ratio0.59%
Beta1.02
IssuerPutnam
Inception DateMay 25, 2021
Dividend Yield0.37%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume355
30 Day Avg. Volume3,021
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
45.82Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering58
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
PLDR Summary
The Putnam Sustainable Leaders ETF (PLDR) is a U.S. stock fund that focuses on companies seen as leaders in sustainability, based on environmental, social, and governance (ESG) practices. It does not track a specific index, but aims to cover a broad slice of the total U.S. market, with a big tilt toward technology and other large, well-known firms. Top holdings include Apple and Microsoft, along with companies like Amazon and Tesla. Someone might invest for long-term growth and diversification while supporting responsible business practices. A key risk is that it’s heavily tilted toward tech and U.S. stocks, so its value can rise and fall sharply with that part of the market.
How much will it cost me?The Putnam Sustainable Leaders ETF (PLDR) has an expense ratio of 0.6%, meaning you’ll pay $6 per year for every $1,000 invested. This is higher than average because the fund is actively managed, focusing on companies with strong sustainability practices and leadership in ESG criteria.
What would affect this ETF?The Putnam Sustainable Leaders ETF (PLDR) could benefit from growing interest in ESG investing and advancements in technology, as its largest sector exposure is technology and top holdings include companies like Microsoft and Apple. However, it may face challenges if regulatory changes or economic slowdowns negatively impact the technology sector or broader market conditions in the U.S., where the fund is geographically focused.
PLDR Top 10 Holdings
PLDR leans heavily on U.S. Big Tech and chip powerhouses, with Apple and Nvidia doing much of the heavy lifting as they continue to climb on the back of AI and services growth. Alphabet and Amazon are also rising, giving the fund a strong tailwind from the digital economy. On the flip side, Microsoft and Meta have been more mixed lately, occasionally taking some wind out of the sails. With most of its muscle in U.S. technology and communication names, this ETF’s story is very much a stateside, innovation-driven ride.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 8.57% | $401.73K | $5.14T | 43.91% | 76 Outperform | |
| Apple | 7.55% | $354.11K | $4.35T | 52.95% | 79 Outperform | |
| Alphabet Class A | 7.26% | $340.16K | $4.46T | 112.13% | 85 Outperform | |
| Amazon | 5.85% | $274.34K | $2.65T | 14.51% | 71 Outperform | |
| Microsoft | 4.86% | $227.95K | $2.97T | -17.62% | 79 Outperform | |
| Broadcom | 4.72% | $221.24K | $1.87T | 51.06% | 76 Outperform | |
| Meta Platforms | 2.71% | $127.28K | $1.51T | -13.92% | 76 Outperform | |
| JPMorgan Chase | 2.27% | $106.50K | $855.84B | 22.86% | 72 Outperform | |
| Eli Lilly & Co | 2.21% | $103.74K | $1.06T | 41.86% | 72 Outperform | |
| Visa | 1.96% | $92.03K | $610.12B | -6.91% | 70 Outperform |
PLDR Technical Analysis
Positive
―
Price Trends
37.75
Positive
36.54
Positive
36.54
Positive
Market Momentum
<0.01
Positive
45.10
Neutral
48.84
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PLDR, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 38.35, equal to the 50-day MA of 37.75, and equal to the 200-day MA of 36.54, indicating a neutral trend. The MACD of <0.01 indicates Positive momentum. The RSI at 45.10 is Neutral, neither overbought nor oversold. The STOCH value of 48.84 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PLDR.
PLDR Peer Comparison
Comparison Results
Performance Comparison
PLDR
Putnam Sustainable Leaders ETF
37.84
5.40
16.65%
BAMD
Brookstone Dividend Stock ETF
―
―
―
STNC
Stance Equity ESG Large Cap Core ETF
―
―
―
YALL
God Bless America ETF
―
―
―
SOVF
Sovereign's Capital Flourish Fund
―
―
―
RFDA
RiverFront Dynamic US Dividend Advantage 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: ―
Table of Contents