SZNE

Pacer CFRA-Stovall Equal Weight Seasonal Rotation Index ETF
*Unless otherwise stated, data provided by FactSet.

SZNE 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 funds 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. SZNE 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 6.72 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 67th percentile within its peer group and in the 82nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

SZNE 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.

PERFORMANCE [as of 09/16/21] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
SZNE 0.06% 3.03% 23.23% 42.27% 15.65% -- --
SZNE (NAV) -1.01% 3.56% 22.95% 41.95% 15.59% -- --
MSCI USA Large Cap Index 0.04% 6.83% 19.81% 33.70% 18.63% 18.87% 16.64%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

SZNE Summary Data

Pacer
07/23/18
Open-Ended Fund
0.60%
$78.18M
$218.00K
0.14%

SZNE Portfolio Data

$80.88B
27.71
4.31
0.75%
N/A
97

SZNE Index Data

Pacer CFRA-Stovall Equal Weight Seasonal Rotation Index
Equal
Fixed
MSCI USA Large Cap Index

SZNE Portfolio Management

0.60%
--
--
--

SZNE Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

SZNE Fund Structure

Open-Ended Fund
No
No
-- / --
N/A
N/A
Low
Daily

SZNE Factset Analytics Block Liquidity

As of 09/17/21
5
4
3
2
1

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

5,618
$218.00K
4,347
$168.36K
0.14%
$0.05
0.00%
0.29% / -0.26%
None
98.00%
50,000
0.09
0.03%
0.01%
0
$39.01
5

SZNE Sector/Industry Breakdown


SZNE
Segment Benchmark
48.36%
13.60%
47.61%
5.98%
1.73%
14.54%
0.85%
8.07%

SZNE Countries


SZNE
Segment Benchmark
100.00%
99.90%
0.00%
--
--
0.10%

SZNE Regions


SZNE
Segment Benchmark
100.00%
100.00%
0.00%
--

SZNE Economic Development


SZNE
Segment Benchmark
100.00%
100.00%

SZNE Performance Statistics

0.60
0.83
0.78
0.79
0.58%
MSCI USA Large Cap Index

SZNE MSCI ESG Ratings

6.72 / 10
82.31
66.74
8.19%
15.29%
43.42

SZNE Benchmark Comparison Holdings

97
290
65
18.78%

SZNE Benchmark Comparison Summary


SZNE
Segment Benchmark
97
290
$80.88B
$614.29B
27.71
29.96
4.31
5.10
1.59%
1.31%
Low
Low

SZNE Benchmark Comparison Market Cap Size


SZNE
Segment Benchmark
93.66%
100.00%
6.34%
0.00%
0.00%
0.00%
0.00%
0.00%