BULDPacer BlueStar Engineering the Future ETF

Grow my money4y track recordRanked #2,235 of 2,960 in this goal

Tracks the total return performance of the BlueStar Robotics and 3D Printing Index before fees and expenses.

By Pacer · Launched 2022

Annual Cost

0.49%

#2,404 of 5,562 · average

Fund Size

$7M

#4,887 of 5,562 · small

Return (1Y)Goal

+70.1%

Track Record

4 years

#2,679 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$17,221+72.2%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Cap

Multi cap

Strategy

Index tracking

Sector

Industrials

Focus

Robotics & Automation

Index tracked

BlueStar Robotics and 3D Printing Index

What it actually holds

By weight

Concentration

Top 10 holdings = 69.2% of fundconcentrated

3D Systems Corp

9.2%

ASML Holding NV

9.2%

Proto Labs Inc

8.6%

Mount Vernon Liquid Assets Portfolio, LLC

7.7%

Lam Research Corp

7.0%

Autodesk Inc

6.9%

Applied Materials Inc

6.6%

KLA Corp

5.7%

Stratasys Ltd

4.6%

Dassault Systemes SE

3.7%

Asset allocation

Stocks

99.6%

Cash

0.3%

Other

0.1%

By sector

Technology

81.3%

Industrials

17.2%

Consumer Cyclical

0.7%

Healthcare

0.6%

Energy

0.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

29.3%High

Year-on-year price swings

Max drawdown

-27.6%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

0.68Decent risk-adjusted returns

Sortino (3Y)

1.03Good downside protection

Where to buy

Listing

Exchange: NASDAQ Global Select Market

Full fund details

Objective: Tracks the total return performance of the BlueStar Robotics and 3D Printing Index before fees and expenses.
Strategy: Employs a passive management approach to track the BlueStar Robotics and 3D Printing Index, investing in globally-listed stocks deriving revenue from robotics and 3D printing sectors.
Inception date: May 4, 2022
Fund family: Pacer