PHYD 📈 Putnam Trust - Putnam ESG - Overview
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US7467298888 • High Yield Bond
PHYD: High Yield Bonds, ESG Investments, Corporate Debt Securities
The fund invests mainly in bonds that are below investment grade in quality with a focus on companies or issuers that Putnam Management, the fund's investment manager, believes meet relevant environmental, social or governance criteria on a sector-specific basis ('ESG criteria'). The fund invests mainly in bonds that also have one or more of the following characteristics: (1) are obligations of U.S. companies or issuers and (2) have intermediate- to long-term maturities (three years or longer).
Additional Sources for PHYD ETF
News:
Wall Street Journal
Benzinga
Yahoo Finance
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
PHYD ETF Overview
| Market Cap in USD | 176m |
| Category | High Yield Bond |
| TER | 0.55% |
| IPO / Inception | 2023-01-19 |
PHYD ETF Ratings
| Growth 5y | 63.7% |
| Fundamental | - |
| Dividend | 57.3% |
| Rel. Strength Industry | 202 |
| Analysts | - |
| Fair Price Momentum | 51.69 USD |
| Fair Price DCF | - |
PHYD Dividends
| Dividend Yield 12m | 6.25% |
| Yield on Cost 5y | 7.23% |
| Annual Growth 5y | 0.84% |
| Payout Consistency | 100.0% |
PHYD Growth Ratios
| Growth Correlation 3m | 62.7% |
| Growth Correlation 12m | 97.3% |
| Growth Correlation 5y | 96.4% |
| CAGR 5y | 7.86% |
| CAGR/Mean DD 5y | 9.79 |
| Sharpe Ratio 12m | 0.77 |
| Alpha | -4.21 |
| Beta | 0.29 |
| Volatility | 3.73% |
| Current Volume | 2.2k |
| Average Volume 20d | 8.2k |
What is the price of PHYD stocks?
As of December 27, 2024, the stock is trading at USD 51.07 with a total of 2,200 shares traded.
Over the past week, the price has changed by +0.26%, over one month by -0.41%, over three months by +0.34% and over the past year by +7.50%.
As of December 27, 2024, the stock is trading at USD 51.07 with a total of 2,200 shares traded.
Over the past week, the price has changed by +0.26%, over one month by -0.41%, over three months by +0.34% and over the past year by +7.50%.
Is Putnam Trust - Putnam ESG a good stock to buy?
Yes. Based on ValueRay Analyses, Putnam Trust - Putnam ESG (NYSE ARCA:PHYD) is currently (December 2024) a good stock to buy. It has a ValueRay Growth Rating of 63.67 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of PHYD as of December 2024 is 51.69. This means that PHYD is currently overvalued and has a potential downside of 1.21%.
Yes. Based on ValueRay Analyses, Putnam Trust - Putnam ESG (NYSE ARCA:PHYD) is currently (December 2024) a good stock to buy. It has a ValueRay Growth Rating of 63.67 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of PHYD as of December 2024 is 51.69. This means that PHYD is currently overvalued and has a potential downside of 1.21%.
Is PHYD a buy, sell or hold?
Putnam Trust - Putnam ESG has no consensus analysts rating.
Putnam Trust - Putnam ESG has no consensus analysts rating.
What are the forecast for PHYD stock price target?
According to ValueRays Forecast Model, PHYD Putnam Trust - Putnam ESG will be worth about 56.2 in December 2025. The stock is currently trading at 51.07. This means that the stock has a potential upside of +10.05%.
According to ValueRays Forecast Model, PHYD Putnam Trust - Putnam ESG will be worth about 56.2 in December 2025. The stock is currently trading at 51.07. This means that the stock has a potential upside of +10.05%.
| Issuer | Forecast | Upside |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 56.2 | 10% |