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 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.
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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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.