ALTLPacer Lunt Large Cap Alternator ETF

Grow my money5y track recordRanked #1,659 of 2,960 in this goal

Seeks to track the total return performance of the Lunt Capital U.S. Large Cap Equity Rotation Index.

By Pacer · Launched 2020

Annual Cost

0.60%

#3,108 of 5,562 · average

Fund Size

$104M

#2,902 of 5,562 · mid-size

Return (1Y)Goal

+44.8%

Track Record

5 years

#2,143 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$14,441+44.4%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Index tracking

Index tracked

Lunt Capital US Large Cap Equity Rotation Index

What it actually holds

By weight

Concentration

Top 10 holdings = 25.1% of fund✓ well diversified

Mount Vernon Liquid Assets Portfolio, LLC

8.1%

Micron Technology Inc

2.5%

Intel Corp

2.0%

Tesla Inc

2.0%

Western Digital Corp

1.9%

Teradyne Inc

1.8%

Lam Research Corp

1.8%

Advanced Micro Devices Inc

1.7%

Monolithic Power Systems Inc

1.7%

Warner Bros Discovery Inc

1.6%

Asset allocation

Stocks

99.9%

Cash

0.1%

By sector

Technology

46.2%

Industrials

14.8%

Financial Services

13.2%

Consumer Cyclical

12.6%

Healthcare

4.9%

Communication

2.5%

Basic Materials

2.4%

Utilities

2.4%

Other

0.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

20.1%High

Year-on-year price swings

Max drawdown

-31.9%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.57Decent risk-adjusted returns

Sortino (3Y)

0.79Moderate downside risk

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to track the total return performance of the Lunt Capital U.S. Large Cap Equity Rotation Index.
Strategy: Employs a passive management approach to track the total return of the Index, which uses a rules-based methodology to rotate between the S&P 500 Low Volatility Index and the S&P 500 High Beta Index.
Inception date: June 24, 2020
Fund family: Pacer