PTEU
Pacer Trendpilot European Index ETFPTEU Fund Description
The Pacer Trendpilot European ETF tracks an index of large- and midcap eurozone equities selected and weighted by market cap. Stocks can be mixed with or replaced by US Treasury bills based on momentum.
PTEU Factset Analytics Insight
Launched December 2015, PTEU applies a momentum-based cash toggle to eurozone equities. PTEU and many other ETFs focus solely on the eurozone, ignoring the large equity markets in the U.K., Switzerland and Sweden. PTEU’s cap-weighting ensures that the portfolio tilts towards France and Germany relative to our broader European benchmark. The fund screens out small-caps too, which is not unusual.However, it’s the cash toggle that truly sets PTEU apart from segment peers. The fund moves half way into cash (T-bills) in a “death cross” between the 200 day simple moving average (SMA) and the daily level of the stock-only FTSE index. The index has to be below the 200-day SMA for 5 days for the 50% allocation to T-bills to go into effect. It reverts to equity after 5 days of the index level closing above the 200-day SMA. PTEU can also go into all cash if the 200-day SMA level closes below where it was 5 days earlier. The fund only exits the 100% cash position to a 100% equity position (not to the 50/50 state). Other Trendpilot ETFs from Pacer use this approach, as did the now-defunct RBS ETNs.PTEU charges a high fee relative to peer ETFs and competes in a crowded field.
PTEU MSCI ESG Analytics Insight
The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of September 17, 2018 the Pacer Trendpilot European Index ETF MSCI ESG Fund Quality Score is 7.13 out of 10.
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. PTEU ranks in the 75th percentile within its peer group and in the 95th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
PTEU CHARTS AND PERFORMANCE
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PTEU Top 10 Countries
PTEU Top 10 Sectors
PTEU Top 10 Holdings
PTEU Summary Data
PTEU Portfolio Data
PTEU Portfolio Management
PTEU Tax Exposures
PTEU Fund Structure
PTEU Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of PTEU. PTEU is rated a 5 out of 5.
PTEU Tradability
PTEU Sector/Industry Breakdown
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PTEU TOP 10 HOLDINGS
PTEU Countries
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PTEU Regions
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PTEU Economic Development
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PTEU Performance Statistics
PTEU MSCI ESG Ratings
PTEU BENCHMARK COMPARISON SUMMARY
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PTEU BENCHMARK COMPARISON MARKET CAP SIZE
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Terms of Use
MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.