PSCXPacer Swan SOS Conservative (January) ETF
PSCX Fund Description
PSCX aims for specific buffered losses and capped gains on SPDR S&P 500 ETF over a specific holdings period. The actively-managed fund holds options and collateral.
PSCX Factset Analytics Insight
PSCX uses flex options in an effort to moderate losses on an ETF, SPY, over a one-year period starting each December. Using SPY is a slightly different approach than using S&P 500 index flex options, what is gained in favorable tax treatment may be lost in higher expense. The fund offers a buffer for the first 5-30% losses on the SPY. The fund will cover 5% of the losses between the buffer zone and additional 25% coverage on SPYs realized losses if it falls below the buffer zone. Investors forego the upside participation above a certain threshold, which is reset annually. Investors who buy at any other time than the annual reset day may have a very different protection and buffer zone. The issuer publishes effective interim levels daily on its website. The fund must be held to the end of the period to achieve the intended results. The targeted buffers and caps do not include the fund’s expense ratio. The fund is actively managed and resets annually.
PSCX Summary Data
PSCX Portfolio Data
PSCX Index Data
PSCX Portfolio Management
PSCX Tax Exposures
PSCX Fund Structure
PSCX Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of PSCX. PSCX is rated a N/A out of 5.
PSCX Top 10 Holdings
PSCX Economic Development
PSCX Performance Statistics
PSCX Benchmark Comparison Summary
PSCX Benchmark Comparison Market Cap Size