PAMCPacer Lunt MidCap Multi-Factor Alternator ETF

Grow my money5y track recordRanked #1,913 of 2,960 in this goal

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

By Pacer · Launched 2020

Annual Cost

0.60%

#3,108 of 5,562 · average

Fund Size

$54M

#3,503 of 5,562 · mid-size

Return (1Y)Goal

+31.2%

Track Record

5 years

#2,143 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$13,096+31.0%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Mid

Strategy

Index tracking

Factor

Multifactor

Index tracked

Lunt Capital US MidCap Multi-Factor Rotation Index

What it actually holds

By weight

Concentration

Top 10 holdings = 31.2% of fund✓ well diversified

Mount Vernon Liquid Assets Portfolio, LLC

13.8%

Comfort Systems USA Inc

2.7%

ALLETE Inc

2.6%

Medpace Holdings Inc

2.0%

Carlisle Cos Inc

1.9%

AECOM

1.8%

United Therapeutics Corp

1.8%

Donaldson Co Inc

1.5%

RPM International Inc

1.5%

Graco Inc

1.5%

Asset allocation

Stocks

99.9%

Cash

0.1%

Other

0.0%

By sector

Industrials

25.8%

Technology

16.1%

Financial Services

15.8%

Consumer Cyclical

11.8%

Energy

9.8%

Basic Materials

5.6%

Real Estate

4.0%

Consumer Defensive

3.8%

Other

7.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

18.8%Moderate

Year-on-year price swings

Max drawdown

-27.0%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

0.77Decent risk-adjusted returns

Sortino (3Y)

1.14Good 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. MidCap Multi-Factor Rotation Index.
Strategy: Employs a passive management approach to track the total return of the Index, which uses a rules-based methodology to provide exposure to mid-cap U.S. companies based on relative strength analysis.
Inception date: June 24, 2020
Fund family: Pacer