Putnam Sustainable Leaders ETFPutnam Sustainable Leaders ETFPutnam Sustainable Leaders ETF

Putnam Sustainable Leaders ETF

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Key stats


Assets under management (AUM)
‪602.75 M‬USD
Fund flows (1Y)
‪164.66 M‬USD
Dividend yield (indicated)
0.45%
Discount/Premium to NAV
0.02%
Shares outstanding
‪20.88 M‬
Expense ratio
0.60%

About Putnam Sustainable Leaders ETF


Brand
Putnam
Home page
Inception date
May 25, 2021
Structure
Open-Ended Fund
Index tracked
No Underlying Index
Management style
Active
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
PLDR mainly invests in US companies (typically with a growth focus) exhibiting sustainable business practices that are relevant and material to their long-term financial returns and risk profiles, regardless of size. The fund advisors approach to sustainable investing not only considers ESG factors but fundamental factors as well, including: valuation, financial strength, growth potential, competitive position in its industry, projected future earnings, cash flows and dividends. Unlike other ETFs, PLDR publishes its full portfolio holdings quarterly with an 8-day lag. A Tracking Basket Structure is in place which acts as a proxy portfolio and may include holdings from recent disclosures, other liquid ETFs as well as cash and cash equivalents in order to track the funds daily performance and facilitate arbitrage opportunities.

Classification


Asset Class
Equity
Category
Size and style
Focus
Total market
Niche
Broad-based
Strategy
Active
Geography
U.S.
Weighting scheme
Proprietary
Selection criteria
Proprietary
What's in the fund
Exposure type
StocksBonds, Cash & Other
Electronic Technology
Technology Services
Finance
Health Technology
Stock breakdown by region
92%7%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
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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.

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