(PHYD) Putnam Trust - Putnam ESG - Ratings and Ratios

Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US7467298888 • High Yield Bond

PHYD: High Yield Bonds, ESG Investments, Corporate Debt Securities

The Putnam ESG High Yield ETF (NYSE ARCA: PHYD) is a high-yield bond ETF that focuses on ESG criteria, targeting below-investment-grade bonds. It prioritizes issuers that meet sector-specific environmental, social, and governance standards, aligning with sustainable practices. The fund primarily invests in U.S. issuers with intermediate to long-term maturities, offering a balance of yield and ESG alignment.

From a technical standpoint, PHYD shows stability with a last price of 51.40, SMA20 at 51.29, SMA50 at 50.98, and SMA200 at 49.94, indicating a steady upward trend. The ATR of 0.13 reflects low volatility. With an AUM of 178.73M USD, the fund maintains a moderate size, suggesting steady performance potential.

Over the next three months, based on the data, PHYD is likely to see a stable to slightly positive trend, with prices fluctuating closely around the current level due to low volatility. The moderate AUM supports steady performance without significant growth or decline, making it a conservative choice for ESG-focused investors seeking yield.

Additional Sources for PHYD ETF

PHYD ETF Overview

Market Cap in USD 181m
Category High Yield Bond
TER 0.55%
IPO / Inception 2023-01-19

PHYD ETF Ratings

Growth 5y 57.9%
Fundamental -
Dividend 64.1%
Rel. Strength Industry 6
Analysts -
Fair Price Momentum 51.56 USD
Fair Price DCF -

PHYD Dividends

Dividend Yield 12m 6.24%
Yield on Cost 5y 7.21%
Annual Growth 5y 5.33%
Payout Consistency 100.0%

PHYD Growth Ratios

Growth Correlation 3m 72.9%
Growth Correlation 12m 97.3%
Growth Correlation 5y 97.2%
CAGR 5y 7.40%
CAGR/Max DD 5y 1.71
Sharpe Ratio 12m 1.48
Alpha 1.73
Beta 0.18
Volatility 3.56%
Current Volume 5.2k
Average Volume 20d 4k
What is the price of PHYD stocks?
As of March 15, 2025, the stock is trading at USD 50.92 with a total of 5,201 shares traded.
Over the past week, the price has changed by -0.62%, over one month by -0.86%, over three months by +0.16% and over the past year by +7.07%.
Is Putnam Trust - Putnam ESG a good stock to buy?
Partly, yes. Based on ValueRay Analyses, Putnam Trust - Putnam ESG (NYSE ARCA:PHYD) is currently (March 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 57.87 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of PHYD as of March 2025 is 51.56. This means that PHYD is currently overvalued and has a potential downside of 1.26%.
Is PHYD a buy, sell or hold?
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 in March 2026. The stock is currently trading at 50.92. This means that the stock has a potential upside of +9.9%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 56 9.9%