Key stats
About Putnam Sustainable Future ETF
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Inception date
May 25, 2021
Structure
Open-Ended Fund
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Putnam Investment Management LLC
Distributor
Franklin Distributors LLC
PFUT actively selects US stocks that exhibit positive environmental, social, and economic development impacts through fundamental factors and sustainability criteria. The portfolio may tilt to growth stocks, however selection is not limited to the style. Initially, each company is assigned a proprietary ESG score ranging from 1 to 4 with the former considered to have the highest rating and the latter ranked to have the worst. In order to be eligible for inclusion, a company must be rated 1 or 2 based on their capability to procure solutions to forward-looking sustainability needs and create impact on several factors such as environmental, social, and economic issues. PFUT is a non-transparent ETF, which means it does not provide daily disclosure of its portfolio holdings unlike other ETFs. The fund instead utilizes a tracking basket methodology which provides a similar portfolio that will include some but not the full ETF holdings in order to maintain confidentiality of the strategy.
Classification
What's in the fund
Exposure type
Technology Services
Health Technology
Finance
Stock breakdown by region
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.