What is BUL?

BUL tracks a market cap-weighted index of large- and mid-cap US growth equities selected using fundamental factors.

PERFORMANCE [as of 03/23/23] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
BUL -5.64% -9.49% -8.15% -15.67% 25.84% -- --
BUL (NAV) -5.55% -9.40% -8.06% -15.59% 26.06% -- --
Pacer U.S. Cash Cows Growth Index -5.52% -9.31% -7.98% -15.18% 26.82% -- --
MSCI USA IMI Growth Index 1.78% 11.84% 12.08% -13.22% 22.54% 12.56% 13.74%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

BUL Factset Analytics Insight

BUL centers around what are known as “cash cows”, or companies with high free cash flow yields. The fund starts with a pool of US large- and mid-cap growth stocks, screened based on their average projected free cash flows and earnings over each of the next two years. Remaining growth equities are then ranked according to free cash flow and the top 50 securities will comprise the fund’s concentrated portfolio. At each quarterly rebalance, selected securities are weighted by market cap with each individual security capped at 5% weight.

BUL Summary Data

05/02/19
0.60%
$39.82M
Pacer U.S. Cash Cows Growth Index
MSCI USA IMI Growth Index
Open-Ended Fund

Peers

MSCI USA IMI Growth Index

Fund Flows

-$0.00B 5 Days
+$0.00B 30 Days
+$0.02B 90 Days

BUL Portfolio Data

$112.33B
7.34
2.90
1.20%
N/A
51

BUL Index Data

Pacer U.S. Cash Cows Growth Index
Market Cap
Multi-Factor
MSCI USA IMI Growth Index

BUL Portfolio Management

0.60%
-0.43%
-0.31%
-0.56%

BUL Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

BUL Fund Structure

Open-Ended Fund
No
Yes
-- / --
N/A
N/A
Medium
Daily

Factset Analytics Block Liquidity

As of 03/24/23

This measurement shows how easy it is to trade a $1 million USD block of BUL. BUL is rated a 5 out of 5.

BUL Tradability

16,354
$579.14K
13,490
$505.22K
0.20%
$0.07
-0.01%
1.30% / -1.05%
None
100.00%
50,000
0.27
0.01%
0.01%
0
$32.88
5

BUL Sector/Industry Breakdown

BUL Segment
Benchmark
45.26% --
31.76% --
8.45% --
5.79% --
2.36% --
1.99% --
1.79% --
1.18% --
0.61% --
0.47% --

BUL Performance Statistics

0.81
0.87
0.86
0.93
0.91%
MSCI USA IMI Growth Index

BUL Countries

BUL Segment
Benchmark
100.00% 99.83%
-- 0.17%

BUL Regions

BUL Segment
Benchmark
100.00% 100.00%

BUL Economic Development

BUL Segment
Benchmark
100.00% 100.00%
0.00% 0.00%

BUL Benchmark Comparison Holdings

51
1447
22
1.76%

BUL Benchmark Comparison Summary

BUL Segment
Benchmark
51 1447
$112.33B $647.25B
7.34 31.98
2.90 7.50
2.14% 0.54%
Medium Medium

BUL Benchmark Comparison Market Cap Size

BUL Segment
Benchmark
86.07% 87.29%
13.84% 10.14%
0.00% 2.36%
0.00% 0.20%