PTLCPacer Trendpilot U.S. Large Cap ETF
PTLC Fund Description
PTLC tracks an index that allocates to a proprietary US large-cap index and/or 3-month US T-bills, according to momentum.
PTLC Factset Analytics Insight
PTLC attempts to capture more upside in the US equity space while taming the downside. It accomplishes this via a toggling feature that switches between weights of the S&P 500 Index and 3-month US Treasury bills, based on a 200-day moving average. The fund will toggle between all equity, all cash or a 50/50 mix, depending on the status of the equity and its moving average. In risk-on mode, PTLC provides access to US large-caps. But in adverse market conditions, the index will mitigate the volatility of the S&P 500 by investing in 3-month US T- bills instead. The risk toggle provides strong sell discipline, but runs the risk of lagging the market on both sell and buy signals.
PTLC MSCI ESG Analytics Insight
Pacer Trendpilot U.S. Large Cap ETF has an MSCI ESG Fund Rating of A based on a score of 5.85 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 Trendpilot U.S. Large Cap ETF ranks in the 41st percentile within its peer group and in the 45th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
PTLC 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.
PTLC Summary Data
PTLC Portfolio Data
PTLC Index Data
PTLC Portfolio Management
PTLC Tax Exposures
PTLC Fund Structure
PTLC Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of PTLC. PTLC is rated a 5 out of 5.
PTLC Sector/Industry Breakdown
PTLC Economic Development
PTLC Performance Statistics
PTLC MSCI ESG Ratings
PTLC Benchmark Comparison Summary
PTLC Benchmark Comparison Market Cap Size