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FLRTPacer Aristotle Pacific Floating Rate High Income ETF

Get income11y track recordRanked #551 of 1,650 in this goal

Seeks to provide a high level of current income.

By Pacer · Launched 2015

Annual Cost

0.60%

#3,228 of 5,854 · average

Fund Size

$629M

#1,430 of 5,854 · large

Dividend YieldGoal

6.77%

Track Record

11 years

#1,250 of 5,854 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,508+5.1%

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

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 14.2% of fundwell diversified

U.S. Bank Money Market Deposit AccountUSBFS03
4.9%
Mount Vernon Liquid Assets Portfolio, LLC
1.3%
APPLE BIDCO LLC
1.1%
QUIKRETE HOLDINGS INC
1.1%
FERTITTA ENTERTAINMENT L
1.1%
ALLIED UNIVERSAL HOLDCO
1.0%
HUB INTERNATIONAL LTD
0.9%
APPLIED SYSTEMS INC
0.9%
EPICOR SOFTWARE CORP
0.9%
CQP HOLDCO LP
0.9%

Asset allocation

Bonds
96.8%
Cash
3.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
1.5%Low

Year-on-year price swings

Max drawdown
-7.6%Mild

Worst peak-to-trough loss

Sharpe (3Y)
1.94Strong risk-adjusted returns
Sortino (3Y)
2.63Good downside protection

Bond profile

Duration

7.0 years

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks to provide a high level of current income.
Strategy
Actively manages a focused portfolio primarily in income-producing adjustable rate securities, including senior secured floating rate loans and other adjustable rate securities rated below investment grade. Invests in both domestic and foreign issuers to achieve current income.
Inception date
February 18, 2015
Fund family
Pacer

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Data updated on 2026-08-04