PALC

Pacer Lunt Large Cap Multi-Factor Alternator ETF
*Unless otherwise stated, data provided by FactSet.

PALC Fund Description

PALC invests in US large cap equities that allocates to multi-factor sub-indices based on relative strength.

PALC Factset Analytics Insight

PALC seeks exposure to the US large-cap space by rotating its holdings to four factor-based S&P sub-indices. The factor groups include Momentum, Quality, Value, and Volatility. The index uses a relative strength methodology to select the highest and lowest quintile components from these groups based on eight sub-indices. Selected stocks are composed of securities from two of sub-indices that exhibited better price performance than the other sub-Indices. The Index is reconstituted and rebalanced monthly.

PALC MSCI ESG Analytics Insight

Pacer Lunt Large Cap Multi-Factor Alternator ETF has an MSCI ESG Fund Rating of A based on a score of 7.48 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 Lunt Large Cap Multi-Factor Alternator ETF ranks in the 76th percentile within its peer group and in the 87th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

PALC MSCI FaCS and Factor Box

MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.

PERFORMANCE [as of 12/03/21] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
PALC -2.33% 1.34% 37.75% 41.88% -- -- --
PALC (NAV) -4.32% -0.03% 35.59% 37.34% -- -- --
MSCI USA Large Cap Index -2.82% -0.16% 21.21% 24.49% 20.43% 18.56% 16.46%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

PALC Summary Data

Pacer
06/24/20
Open-Ended Fund
0.60%
$168.24M
$1.77M
0.15%

PALC Portfolio Data

$430.54B
37.84
7.02
0.95%
N/A
183

PALC Index Data

Lunt Capital U.S. Large Cap Multi-Factor Rotation Index
Momentum
Fixed
MSCI USA Large Cap Index

PALC Portfolio Management

0.60%
--
--
--

PALC Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

PALC Fund Structure

Open-Ended Fund
No
No
-- / --
N/A
N/A
Low
Daily

PALC Factset Analytics Block Liquidity

As of 12/06/21
5
4
3
2
1

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

PALC Tradability

43,524
$1.77M
21,585
$911.67K
0.15%
$0.06
0.05%
1.02% / -2.31%
None
100.00%
50,000
0.43
0.01%
0.00%
0
$40.38
5

PALC Sector/Industry Breakdown


PALC
Segment Benchmark
41.49%
38.43%
16.53%
14.61%
13.26%
11.96%
11.59%
13.41%
9.80%
7.84%
4.87%
5.87%
1.46%
1.78%
0.95%
2.04%

PALC Top 10 Holdings[View All]

Tesla Inc 4.02%
Intuit Inc. 2.11%
31.68%

PALC Countries


PALC
Segment Benchmark
100.00%
99.90%
--
0.10%

PALC Regions


PALC
Segment Benchmark
100.00%
100.00%

PALC Economic Development


PALC
Segment Benchmark
100.00%
100.00%

PALC Performance Statistics

0.55
0.93
0.89
0.95
0.56%
MSCI USA Large Cap Index

PALC MSCI ESG Ratings

7.48 / 10
87.47
76.35
9.09%
--
252.54

PALC Benchmark Comparison Holdings

183
291
105
44.13%

PALC Benchmark Comparison Summary


PALC
Segment Benchmark
183
291
$430.54B
$656.83B
37.84
29.41
7.02
5.17
1.02%
1.27%
Low
Low

PALC Benchmark Comparison Market Cap Size


PALC
Segment Benchmark
98.94%
100.00%
1.06%
0.00%
0.00%
0.00%
0.00%
0.00%