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Putnam ESG High Yield ETF PHYD

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub

Morningstar’s Analysis PHYD

Will PHYD outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PHYD’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PHYD management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PHYD’s parent organization’s priorities and whether they’re in line with investors’ interests.

Putnam ESG High Yield ETF's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PHYD

More PHYD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Net Cash

10.36 13.2 Mil
Cash and Equivalents

Graphic Packaging International LLC 3.75%

0.78 991,889
Corporate

Watco Companies, L.L.C. / Watco Finance Corp. 6.5%

0.78 990,817
Corporate

Caesars Entertainment Inc New 7%

0.77 981,848
Corporate

Wynn Resorts Finance Llc / Wynn Resorts Capital Corp 7.125%

0.75 955,631
Corporate

Boyd Gaming Corporation 4.75%

0.74 947,492
Corporate

Constellium SE 5.625%

0.74 936,161
Corporate

Teva Pharmaceutical Finance Netherlands III B.V. 8.125%

0.72 922,331
Corporate

Imola Merger Corp. 4.75%

0.68 870,152
Corporate

FMG Resources (August 2006) Pty Ltd. 6.125%

0.65 827,892
Corporate