HERD

Pacer Cash Cows Fund of Funds ETF
*Unless otherwise stated, data provided by FactSet.

HERD Fund Description

HERD, a fund of funds, provides exposure to large- and small-cap companies in developed markets including the US. Its underlying indexes focus on free cash flow.

HERD Factset Analytics Insight

HERD offers exposure to 5 underlying ETFs, each emphasizing free cash flow in selection and weighting of its competent stocks. HERD always holds the same 5 Pacer ETFs, and weights them equally at rebalance. The underlying funds screen out stocks with negative projections for earnings or free cash flow. Firms in the financial sector (except REITs) are also ineligible. Firms are then ranked by trailing free cash flow yield. Funds are weighted by free flow amount, dividend amount or by market cap cap. The underlying funds focus on US large caps, US growth, US small caps, developed large caps (including US) and developed ex-US. Indexing purists might point out gaps or overlaps in aggregate, but the components are clearly identified. The acquired fund fees push up all-in holding costs.

HERD MSCI ESG Analytics Insight

Pacer Cash Cows Fund of Funds ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.93 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Pacer Cash Cows Fund of Funds ETF ranks in the 30th percentile within its peer group and in the 6th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

HERD Charts And Performance

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Total Return Chart (%)
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PERFORMANCE [as of 10/23/20] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
HERD 4.31% 5.23% -4.45% 1.34% -- -- --
HERD (NAV) 6.79% 5.13% -3.79% 1.95% -- -- --
MSCI World IMI 5.93% 6.04% 3.81% 11.26% 7.61% 9.21% 9.23%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

HERD Summary Data

Pacer
05/03/19
Open-Ended Fund
0.73%
$1.22M
$12.77K
0.40%

HERD Portfolio Data

$67.36B
43.60
1.84
2.14%
12/22/20
6

HERD Index Data

Pacer Cash Cows Fund of Funds Index
Tiered
Fundamental
MSCI World IMI

HERD Portfolio Management

0.73%
--
--
--

HERD Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

HERD Fund Structure

Open-Ended Fund
No
--
No Policy
N/A
N/A
High
Daily
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

HERD Factset Analytics Block Liquidity

As of 10/26/20
5
4
3
2
1

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

HERD Tradability

544
$12.77K
82
0
0.40%
$0.10
0.15%
8.42% / -3.76%
None
--
50,000
0.00
--
--
0
$24.57
N/A

HERD Sector/Industry Breakdown


HERD
Segment Benchmark
22.31%
13.99%
19.32%
25.63%
13.44%
11.46%
12.97%
4.68%
8.42%
7.57%
7.06%
2.99%
6.27%
12.94%
6.21%
2.22%
2.26%
3.00%
1.74%
15.52%

HERD Countries


HERD
Segment Benchmark
67.64%
66.19%
7.16%
7.96%
6.41%
4.45%
3.41%
2.16%
2.70%
2.99%
1.50%
0.70%
1.40%
--
1.37%
0.97%
1.26%
2.98%
1.11%
0.73%

HERD Regions


HERD
Segment Benchmark
68.62%
69.21%
17.81%
19.00%
13.53%
11.62%
0.03%
0.17%

HERD Economic Development


HERD
Segment Benchmark
100.00%
100.00%

HERD Performance Statistics

0.93
1.19
1.18
1.16
0.70%
MSCI World IMI

HERD MSCI ESG Ratings

4.93 / 10
6.03
30.26
8.44%
4.27%
217.85

HERD Benchmark Comparison Holdings

6
5791
382
12.93%

HERD Benchmark Comparison Summary


HERD
Segment Benchmark
6
5791
$67.36B
$312.64B
43.60
39.75
1.84
2.52
3.18%
2.09%
Low
Low

HERD Benchmark Comparison Market Cap Size


HERD
Segment Benchmark
57.88%
80.32%
21.40%
14.52%
17.30%
4.60%
3.42%
0.56%