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PEMXPutnam Emerging Markets ex-China ETF

Grow my money3y track recordRanked #2,487 of 3,055 in this goal

Seeks long-term capital appreciation.

By Franklin Templeton Investments · Launched 2023

Annual Cost

0.70%

#3,803 of 6,040 · average

Fund Size

$32M

#4,188 of 6,040 · small

Return (1Y)

+45.0%

Track Record

3 years

#2,951 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$14,537+45.4%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Smid

Strategy

Active selection

Holdings

By weight

Concentration

Top 10 holdings = 51.2% of fundmoderately concentrated

TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD
20.8%
SAMSUNG ELECTRONICS CO LTD
10.6%
SK HYNIX INC
3.3%
ELITE MATERIAL COMPANY LTD
2.9%
ITAU UNIBANCO HOLDING SA
2.5%
KB FINANCIAL GROUP INC
2.4%
ASIA VITAL COMPONENTS COMPANY LTD
2.3%
SABESP - COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO SA
2.2%
OTP BANK NYRT
2.1%
BHARTI AIRTEL LTD
2.0%

Asset allocation

Stocks
98.5%
Cash
1.5%

By sector

Technology
53.9%
Financial Services
22.8%
Industrials
6.5%
Communication
5.2%
Consumer Cyclical
3.9%
Utilities
2.6%
Basic Materials
1.6%
Healthcare
1.4%
Other
2.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
28.0%High

Year-on-year price swings

Max drawdown
-19.0%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
1.24Strong risk-adjusted returns
Sortino (3Y)
1.80Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks long-term capital appreciation.
Strategy
Invests mainly in common stocks of emerging market companies of any size, excluding those in China and Hong Kong, to achieve long-term capital appreciation. Focuses on companies with favorable investment potential, including growth and value stocks.
Inception date
May 17, 2023
Fund family
Franklin Templeton Investments

Next steps

Save PEMX to compare it with other funds, or start building a portfolio.

Data updated on 2026-09-18