PSMJ

📎 Investment Objective

The Pacer Swan SOS Moderate (July) ETF seeks to provide investment returns that track the performance of the Swan Defined Risk Moderate Index, which aims to provide moderate capital appreciation with lower volatility than the broad equity market.

✨ Key Features

• Seeks moderate capital appreciation with lower volatility than the broad equity market
• Utilizes a rules-based strategy that aims to manage downside risk through options and hedging
• Diversified portfolio of equity and fixed income securities
• Resets the options-based risk management strategy annually in July

⚠️ Primary Risks

• Market risk: The value of the ETF's investments may decline due to general market conditions or other factors
• Derivatives risk: The use of options and other derivatives may not be successful in limiting downside risk
• Fixed income risk: The ETF's fixed income investments are subject to interest rate, credit, and liquidity risks
• Concentration risk: The ETF's performance may be more volatile due to its focus on a specific index or strategy

👤 Best For

The Pacer Swan SOS Moderate (July) ETF may be suitable for investors seeking moderate capital appreciation with lower volatility than the broad equity market. It may be appropriate for investors with a medium-term investment horizon and a moderate risk tolerance.