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PALCPacer Lunt Large Cap Multi-Factor Alternator ETF

Grow my money6y track recordRanked #1,398 of 2,992 in this goal

Tracks the total return performance of the Lunt Capital U.S. Large Cap Multi-Factor Rotation Index.

By Pacer · Launched 2020

Annual Cost

0.60%

#3,228 of 5,854 · average

Fund Size

$227M

#2,257 of 5,854 · mid-size

Return (1Y)Goal

+11.3%

Track Record

6 years

#2,097 of 5,854 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,176+11.8%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Large

Strategy

Index tracking

Factor

Multifactor

Index tracked

Lunt Capital US Large Cap Multi-Factor Rotation Index

What it actually holds

By weight

Concentration

Top 10 holdings = 23.4% of fundwell diversified

Exxon Mobil Corp
2.9%
Costco Wholesale Corp
2.5%
Visa Inc
2.4%
UnitedHealth Group Inc
2.3%
Apple Inc
2.3%
Chevron Corp
2.3%
Mastercard Inc
2.2%
Bank of America Corp
2.2%
Berkshire Hathaway Inc
2.1%
General Electric Co
2.1%

Asset allocation

Stocks
99.9%
Cash
0.1%

By sector

Technology
41.5%
Industrials
14.6%
Healthcare
9.5%
Financial Services
8.8%
Consumer Cyclical
7.6%
Communication
6.5%
Consumer Defensive
4.3%
Basic Materials
3.7%
Other
3.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
14.6%Moderate

Year-on-year price swings

Max drawdown
-24.4%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.67Decent risk-adjusted returns
Sortino (3Y)
0.95Moderate downside risk

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the total return performance of the Lunt Capital U.S. Large Cap Multi-Factor Rotation Index.
Strategy
Employs a passive management strategy to replicate the total return performance of the Lunt Capital U.S. Large Cap Multi-Factor Rotation Index, investing primarily in large-cap U.S. companies across Momentum, Quality, Value, and Volatility factors.
Inception date
June 24, 2020
Fund family
Pacer

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Data updated on 2026-08-04