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PTLCPacer Trendpilot US Large Cap ETF

Diversifier11y track recordRanked #18 of 266 in this goal

Tracks the total return performance of the Pacer Trendpilot ® US Large Cap Index.

By Pacer · Launched 2015

Annual Cost

0.60%

#3,229 of 5,853 · average

Fund Size

$3.3B

#561 of 5,853 · large

Return (1Y)Goal

+13.1%

Track Record

11 years

#1,283 of 5,853 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,182+11.8%

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

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Tactical allocation

Index tracked

Pacer Trendpilot US Large Cap Index

What it actually holds

By weight

Concentration

Top 10 holdings = 38.5% of fundwell diversified

NVIDIA Corp
7.9%
Apple Inc
6.5%
Microsoft Corp
4.9%
Amazon.com Inc
4.2%
Alphabet Inc
3.6%
Broadcom Inc
3.2%
Alphabet Inc
2.9%
Meta Platforms Inc
2.2%
Tesla Inc
1.7%
Berkshire Hathaway Inc
1.4%

Asset allocation

Stocks
99.9%
Cash
0.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
12.3%Moderate

Year-on-year price swings

Max drawdown
-26.6%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.71Decent risk-adjusted returns
Sortino (3Y)
0.97Moderate downside risk

Listing

Exchange
Cboe BZX

Full fund details

Objective
Tracks the total return performance of the Pacer Trendpilot ® US Large Cap Index.
Strategy
Employs a passive management approach to track the total return performance of the Pacer Trendpilot ® US Large Cap Index, which is based on a systematic trend-following strategy. The Index is expected to be predominantly invested in U.S.-listed companies representing approximately 80% of the U.S. equity market capitalization.
Inception date
June 11, 2015
Fund family
Pacer

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Data updated on 2026-08-02