PALCPacer Lunt Large Cap Multi-Factor Alternator ETF

Grow my money5y track recordRanked #1,371 of 2,960 in this goal

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

By Pacer · Launched 2020

Annual Cost

0.60%

#3,108 of 5,562 · average

Fund Size

$225M

#2,221 of 5,562 · mid-size

Return (1Y)Goal

+24.6%

Track Record

5 years

#2,143 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$12,476+24.8%

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

Factor

Multifactor

Index tracked

Lunt Capital US Large Cap Multi-Factor Rotation Index

What it actually holds

By weight

Concentration

Top 10 holdings = 37.9% of fund✓ well diversified

Mount Vernon Liquid Assets Portfolio, LLC

8.7%

Bank of America Corp

4.4%

Exxon Mobil Corp

4.3%

Wells Fargo & Co

3.3%

Broadcom Inc

3.2%

Citigroup Inc

3.2%

Tesla Inc

3.1%

UnitedHealth Group Inc

2.7%

JPMorgan Chase & Co

2.6%

Microsoft Corp

2.4%

Asset allocation

Stocks

99.8%

Cash

0.1%

Other

0.1%

By sector

Technology

23.8%

Financial Services

16.6%

Healthcare

14.7%

Energy

9.9%

Communication

8.9%

Consumer Cyclical

7.9%

Industrials

7.3%

Basic Materials

4.1%

Other

6.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

13.0%Moderate

Year-on-year price swings

Max drawdown

-24.4%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

0.92Decent risk-adjusted returns

Sortino (3Y)

1.31Good downside protection

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 Multi-Factor Rotation Index.
Strategy: Employs a passive management approach designed to track the total return performance of the Index, which uses a proprietary methodology to provide exposure to large-cap U.S. companies based on relative strength across four factor groups.
Inception date: June 24, 2020
Fund family: Pacer