PALC
Pacer Lunt Large Cap Multi-Factor Alternator ETF·ARCA
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Key Stats
Assets Under Management
249.86MUSD
Fund Flows (1Y)
-115.57MUSD
Dividend Yield
1.02%
Discount/Premium to NAV
-0.03%
Shares Outstanding
5.20M
Expense Ratio
0.60%
About Pacer Lunt Large Cap Multi-Factor Alternator ETF
Issuer
Pacer Advisors, Inc.
Brand
Pacer
Inception Date
Jun 24, 2020
Structure
Open-Ended Fund
Index Tracked
Lunt Capital U.S. Large Cap Multi-Factor Rotation Index
Management Style
Passive
Dividend Treatment
Distributes
Distribution Tax Treatment
Qualified dividends
Income Tax Type
Capital Gains
Max ST Capital Gains Rate
39.60%
Max LT Capital Gains Rate
20.00%
Primary Advisor
Pacer Advisors, Inc.
Distributor
Pacer Financial, Inc.
PALC seeks exposure to the US large-cap space by rotating its holdings to four factor-based S&P sub-indices. The factor groups include Momentum, Quality, Value, and Volatility. The index uses a relative strength methodology to select the highest and lowest quintile components from these groups based on eight sub-indices. Selected stocks are composed of securities from two of sub-indices that exhibited better price performance than the other sub-Indices. The Index is reconstituted and rebalanced monthly.
Classification
Asset Class
Equity
Category
Size and Style
Focus
Large Cap
Niche
Broad-based
Strategy
Momentum
Geography
U.S.
Weighting Scheme
Momentum
Selection Criteria
Fixed
Analysis
Sector
Healthcare
26.33%
Technology
19.74%
Industrials
17.45%
Consumer Defensive
13.41%
Financial Services
8.30%
Consumer Cyclical
4.27%
Energy
3.86%
Communication Services
2.49%
Basic Materials
2.39%
Healthcare
26.33%
Technology
19.74%
Industrials
17.45%
Consumer Defensive
13.41%
Financial Services
8.30%
Consumer Cyclical
4.27%
Energy
3.86%
Communication Services
2.49%
Basic Materials
2.39%
Show more
Asset
Holdings
Symbol
Ratio
MRK
Merck
5.36%
UNH
UnitedHealth Group
3.58%
PEP
Pepsico
2.59%
TMO
Thermo Fisher
2.49%
MA
Mastercard
2.45%
V
Visa
2.42%
Symbol
Ratio
COST
Costco Wholesale
2.41%
ACN
Accenture
2.36%
AAPL
Apple
2.32%
ADBE
Adobe
2.31%
Top 10 Weight 28.29%
10 Total Holdings
See all holdings
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