What is SZNE?

SZNE tracks an equal-weighted index of large-cap stocks following a seasonal rotation strategy.

PERFORMANCE [as of 01/20/23] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
SZNE 6.57% 16.07% 6.19% -0.07% 6.10% -- --
SZNE (NAV) 6.76% 16.09% 6.30% -0.01% 6.20% -- --
MSCI USA Large Cap Index 3.98% 7.96% 3.56% -11.35% 7.53% 9.14% 12.56%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

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 Summary Data

07/23/18
0.60%
$65.78M
Pacer CFRA-Stovall Equal Weight Seasonal Rotation Index
MSCI USA Large Cap Index
Open-Ended Fund

Peers

MSCI USA Large Cap Index

Fund Flows

$0.00B 5 Days
-$0.00B 30 Days
-$0.02B 90 Days

SZNE Portfolio Data

$65.73B
19.00
3.97
1.04%
N/A
231

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
Medium
Daily

Factset Analytics Block Liquidity

As of 01/23/23

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

10,020
$359.52K
1,794
$66.64K
0.17%
$0.06
-0.02%
0.22% / -0.57%
None
100.00%
50,000
0.04
0.03%
0.01%
0
$36.76
5

SZNE Sector/Industry Breakdown

SZNE Segment
Benchmark
19.51% --
17.32% --
11.21% --
10.36% --
8.63% --
8.43% --
5.19% --
5.18% --
5.00% --
3.12% --

SZNE Performance Statistics

0.84
0.82
0.82
0.79
0.61%
MSCI USA Large Cap Index

SZNE Countries

SZNE Segment
Benchmark
100.00% 99.88%
-- 0.12%

SZNE Regions

SZNE Segment
Benchmark
100.00% 100.00%

SZNE Economic Development

SZNE Segment
Benchmark
100.00% 100.00%
0.00% 0.00%

SZNE Benchmark Comparison Holdings

231
296
115
24.48%

SZNE Benchmark Comparison Summary

SZNE Segment
Benchmark
231 296
$65.73B $523.16B
19.00 20.54
3.97 4.31
1.46% 1.53%
Low Low

SZNE Benchmark Comparison Market Cap Size

SZNE Segment
Benchmark
82.11% 99.85%
17.69% 0.15%
0.00% 0.00%
0.00% 0.00%