PSMR
Pacer Swan SOS Moderate (April) ETF
📎 Investment Objective
The Pacer Swan SOS Moderate (April) ETF seeks to provide moderate capital appreciation and income while seeking to limit downside risk during market downturns.
Overview
ETF tracking Pacer Swan SOS Moderate (April) ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Pacer Swan SOS Moderate (April) ETF seeks to provide moderate capital appreciation and income while seeking to limit downside risk during market downturns.
🎯 Investment Strategy
The ETF invests in a portfolio of U.S. equity and fixed income securities, with a target allocation of 60% equities and 40% fixed income. The fund utilizes a put option strategy to help manage downside risk during market declines.
✨ Key Features
- Moderate risk/return profile with a focus on capital appreciation and income generation
- Utilizes put options to help limit downside risk during market downturns
- Diversified portfolio of U.S. stocks and bonds with a 60/40 equity/fixed income allocation
- Resets the put option strategy annually in April
⚠️ Primary Risks
- Market risk: The value of the ETF's holdings may decline due to general market conditions
- Interest rate risk: Changes in interest rates may impact the value of the fixed income holdings
- Equity risk: The ETF's equity holdings are subject to the risks of the stock market
- Option strategy risk: The put option strategy may not be successful in limiting downside risk
👤 Best For
This ETF may be suitable for moderate-risk investors seeking a balance of capital appreciation and income, with a focus on managing downside risk during market declines. It may be appropriate as a core holding or as part of a diversified portfolio.