PSCW
Pacer Swan SOS Conservative (April) ETF
📎 Investment Objective
The Pacer Swan SOS Conservative (April) ETF seeks to provide conservative capital appreciation and income while aiming to limit downside risk during market downturns.
Overview
ETF tracking Pacer Swan SOS Conservative (April) ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Pacer Swan SOS Conservative (April) ETF seeks to provide conservative capital appreciation and income while aiming to limit downside risk during market downturns.
🎯 Investment Strategy
The ETF invests in a portfolio of U.S. Treasuries, investment-grade corporate bonds, and other fixed income securities. It utilizes a put option strategy to help protect against significant market declines around the month of April each year.
✨ Key Features
- Seeks to provide conservative capital appreciation and income
- Utilizes a put option strategy to help limit downside risk around April
- Invests in U.S. Treasuries, investment-grade corporate bonds, and other fixed income securities
- Expense ratio of 0.00%
⚠️ Primary Risks
- Interest rate risk: The value of fixed income securities may decline if interest rates rise
- Credit risk: The issuer of a security may be unable to make interest and principal payments
- Derivative risk: The use of options may not be successful in limiting downside risk
- Market risk: The value of the ETF's holdings may decline due to general market conditions
👤 Best For
This ETF may be suitable for conservative investors seeking capital appreciation and income with a focus on limiting downside risk, particularly around the month of April. Investors with a longer-term horizon and tolerance for some market volatility may find this fund appropriate as part of a diversified portfolio.