PTMC

Pacer Trendpilot U.S. Mid Cap ETF
*Unless otherwise stated, data provided by FactSet.

PTMC Fund Description

PTMC tracks an index that allocates to a proprietary US Mid-Cap Index and/or 3-month US T-bills, according to momentum.

PTMC Factset Analytics Insight

The Pacer Trendpilot US MidCap fund aims to provide access to US mid-caps while taming downside by partly or fully toggling to cash in down-trending markets. The fund will toggle between all equity, all cash or a 50/50 mix, depending on the status of the Pacer Trendpilot US MidCap Index and its 200-day moving average. In risk-on mode, PTMC's equity index midcap coverage overlaps with that of the large-cap exposure in sister fund PTLC. The risk toggle provides iron discipline to avoid holding losers too long, but also runs the risk of lagging the market. PTMC should be traded with caution, as spreads can be quite wide, although underlying liquidity is better for larger investors. PTMC charges a hefty fee for its constituent-toggling feature, which could produce capital gains distributions.

PTMC MSCI ESG Analytics Insight

Pacer Trendpilot U.S. Mid Cap ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.38 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. Mid Cap ETF ranks in the 26th percentile within its peer group and in the 69th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

PTMC Charts And Performance

Price Chart ($)
Total Return Chart (%)
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Select ETFs to compare their performance:
PERFORMANCE [as of 12/10/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
PTMC 0.91% 4.35% -1.54% -1.43% 4.42% -- --
PTMC (NAV) 0.80% 4.22% -1.56% -1.44% 4.33% -- --
Pacer Trendpilot US Mid Cap Index -- -- -- -- -- -- --
MSCI USA Mid Cap Index 1.34% 4.63% 27.70% 20.87% 10.59% 9.50% 13.48%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

PTMC Summary Data

Pacer
06/11/15
Open-Ended Fund
0.62%
$616.92M
$2.57M
0.09%

PTMC Portfolio Data

$5.98B
25.48
2.27
0.91%
12/24/19
403

PTMC Index Data

Pacer Trendpilot US Mid Cap Index
Momentum
Fixed
MSCI USA Mid Cap Index

PTMC Portfolio Management

0.62%
--
--
--

PTMC Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

PTMC Fund Structure

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

PTMC Factset Analytics Block Liquidity

As of 12/11/19
5
4
3
2
1

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

PTMC Tradability

87,018
$2.57M
70,598
$2.09M
0.09%
$0.03
0.00%
0.17% / -0.14%
None
100.00%
50,000
1.41
0.03%
0.01%
0
$30.36
5

PTMC Sector/Industry Breakdown


PTMC
Segment Benchmark
27.60%
23.01%
17.42%
15.29%
14.89%
16.30%
13.43%
17.01%
9.52%
10.15%
5.90%
5.58%
4.69%
6.23%
3.42%
2.95%
2.77%
2.80%
0.37%
0.68%

PTMC Countries


PTMC
Segment Benchmark
100.00%
99.36%
--
0.64%

PTMC Regions


PTMC
Segment Benchmark
100.00%
100.00%

PTMC Economic Development


PTMC
Segment Benchmark
100.00%
100.00%

PTMC Performance Statistics

0.52
0.59
0.29
0.61
0.66%
MSCI USA Mid Cap Index

PTMC MSCI ESG Ratings

4.38 / 10
68.90
25.69
5.80%
4.44%
187.66

PTMC Benchmark Comparison Holdings

403
331
42
8.63%

PTMC Benchmark Comparison Summary


PTMC
Segment Benchmark
403
331
$5.98B
$14.40B
25.48
31.58
2.27
2.85
1.66%
1.55%
Low
Low

PTMC Benchmark Comparison Market Cap Size


PTMC
Segment Benchmark
1.43%
55.46%
88.61%
44.47%
9.95%
0.07%
0.00%
0.00%