SZNE
Pacer CFRA-Stovall Equal Weight Seasonal Rotation Index ETFSZNE Fund Description
SZNE tracks an equal-weighted index of large-cap stocks following a seasonal rotation strategy.
SZNE Factset Analytics Insight
SZNE is based on research from CFRA suggesting that certain sectors tend to outperform at specific times of the year. The fund’s underlying index rotates exposure semi-annually between six GICS sectors, with the aim of outperforming the S&P 500 over time. From November 1st to April 30th the fund holds equal exposure to stocks in the consumer discretionary, industrial, materials, and information technology sectors. From May 1st to October 31st the fund rotates the exposure to consumer staples and health care. The fund competes with First Trust’s hugely popular FV, which uses price momentum to rotate between global sector exposures. SZNE is less expensive, uses individual stocks instead of funds, and should have lower turnover.
SZNE MSCI ESG Analytics Insight
Pacer CFRA-Stovall Equal Weight Seasonal Rotation Index ETF has an MSCI ESG Fund Rating of A based on a score of 6.17 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 CFRA-Stovall Equal Weight Seasonal Rotation Index ETF ranks in the 58th percentile within its peer group and in the 36th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
SZNE Charts And Performance
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SZNE Summary Data
SZNE Portfolio Data
SZNE Index Data
SZNE Portfolio Management
SZNE Tax Exposures
SZNE Fund Structure
SZNE Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SZNE. SZNE is rated a 5 out of 5.
SZNE Tradability
SZNE Sector/Industry Breakdown
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SZNE Top 10 Holdings[View All]
SZNE Countries
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SZNE Regions
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SZNE Economic Development
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SZNE Performance Statistics
SZNE MSCI ESG Ratings
SZNE Benchmark Comparison Summary
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SZNE Benchmark Comparison Market Cap Size
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