PSMO
Pacer Swan SOS Moderate (October) ETF
📎 Investment Objective
The Pacer Swan SOS Moderate (October) ETF seeks to provide moderate capital appreciation and income while protecting against downside risk.
Overview
ETF tracking Pacer Swan SOS Moderate (October) ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Pacer Swan SOS Moderate (October) ETF seeks to provide moderate capital appreciation and income while protecting against downside risk.
🎯 Investment Strategy
The fund uses a structured outcome strategy that provides exposure to the S&P 500 Index with a buffer against the first 15% of losses and a cap on upside gains. The strategy resets annually in October.
✨ Key Features
- Seeks to provide moderate capital appreciation and income with downside protection
- Utilizes a structured outcome strategy with a 15% buffer against losses and a cap on upside gains
- Resets the strategy annually in October
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Market risk - The fund's value will fluctuate with the stock market
- Capped upside risk - The fund's returns are capped, limiting potential gains
- Reset risk - The strategy resets annually, which may impact the fund's performance
- Liquidity risk - The fund may have limited trading volume
👤 Best For
This ETF may be suitable for moderate-risk investors seeking capital appreciation and income with downside protection. It could be used as a core equity holding or to complement a diversified portfolio.