What is COWG?

COWG tracks a price momentum-weighted index of 100 large-cap US companies that exhibit the highest growth characteristics.

PERFORMANCE [as of 03/22/23] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
COWG -1.84% -1.33% -0.66% -- -- -- --
COWG (NAV) -2.08% -1.53% -0.88% -- -- -- --
MSCI USA Large Cap Growth Index 3.51% 13.36% 13.33% -15.50% 21.46% 13.12% 14.75%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

COWG Factset Analytics Insight

COWG intends to target profitability by utilizing a rules-based methodology in constructing its quality earnings portfolio. From the initial universe comprising the 1000 largest US companies, the fund identifies top growth securities by screening for above-average projected free cash flows and earnings over each of the next two years. Eligible securities are ranked by their trailing 12-month free cash flow margin, and the top 100 companies are selected. Index holdings are weighted based on 6-month price momentum. Individual companies are capped at 5% for diversification purposes. The index is reconstituted and rebalanced quarterly in March, June, September, and December.

COWG Summary Data

12/21/22
0.49%
$8.02M
Pacer US Large Cap Cash Cows Growth Leaders Index
MSCI USA Large Cap Growth Index
Open-Ended Fund

Peers

MSCI USA Large Cap Growth Index

Fund Flows

+$0.00B 5 Days
+$0.00B 30 Days
+$0.01B 90 Days

COWG Portfolio Data

$103.73B
19.16
6.19
--
N/A
101

COWG Index Data

Pacer US Large Cap Cash Cows Growth Leaders Index
Momentum
Multi-Factor
MSCI USA Large Cap Growth Index

COWG Portfolio Management

0.49%
--
--
--

COWG Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

COWG Fund Structure

Open-Ended Fund
No
--
-- / --
N/A
N/A
Low
None

Factset Analytics Block Liquidity

As of 03/23/23

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

COWG Tradability

9,284
$189.68K
2,663
$53.82K
0.21%
$0.04
0.00%
0.19% / -0.11%
None
100.00%
25,000
0.11
--
0.00%
0
$19.69
5

COWG Sector/Industry Breakdown

COWG Segment
Benchmark
29.73% --
21.60% --
18.71% --
9.60% --
6.73% --
4.30% --
2.70% --
1.54% --
1.40% --
1.23% --

COWG Performance Statistics

--
--
--
--
0.00%
MSCI USA Large Cap Growth Index

COWG Countries

COWG Segment
Benchmark
100.00% 99.78%
-- 0.22%

COWG Regions

COWG Segment
Benchmark
100.00% 100.00%

COWG Economic Development

COWG Segment
Benchmark
100.00% 100.00%
0.00% 0.00%

COWG Benchmark Comparison Holdings

101
139
36
14.37%

COWG Benchmark Comparison Summary

COWG Segment
Benchmark
101 139
$103.73B $811.91B
19.16 30.04
6.19 8.90
1.02% 0.58%
Low High

COWG Benchmark Comparison Market Cap Size

COWG Segment
Benchmark
75.38% 100.00%
24.48% 0.00%
0.00% 0.00%
0.00% 0.00%

Options Strategies for Outcome Investing

A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.