PFUTPutnam Sustainable Future ETF
PFUT Fund Description
PFUT is an actively-managed, non-transparent fund that seeks capital appreciation by targeting US-listed companies with positive environmental, social, and economic development contributions measured by proprietary sustainability criteria.
PFUT Factset Analytics Insight
PFUT actively selects US firms, of all capitalizations, 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.
PFUT Summary Data
PFUT Portfolio Data
PFUT Index Data
PFUT Portfolio Management
PFUT Tax Exposures
PFUT Fund Structure
PFUT Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of PFUT. PFUT is rated a N/A out of 5.
PFUT Economic Development
PFUT Performance Statistics
PFUT Benchmark Comparison Summary
PFUT Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.