PTLC
Pacer Trendpilot US Large Cap ETF
📎 Investment Objective
The Pacer Trendpilot US Large Cap ETF seeks to track the performance of the Pacer Trendpilot US Large Cap Index, which utilizes a trend-following strategy to provide exposure to U.S. large-cap equities.
Overview
ETF tracking Pacer Trendpilot US Large Cap ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Pacer Trendpilot US Large Cap ETF seeks to track the performance of the Pacer Trendpilot US Large Cap Index, which utilizes a trend-following strategy to provide exposure to U.S. large-cap equities.
🎯 Investment Strategy
The fund's strategy is to allocate its assets between U.S. large-cap stocks and U.S. Treasury bills based on the performance of the S&P 500 Index. When the index is above its 200-day simple moving average, the fund is invested in U.S. large-cap stocks. When the index is below its 200-day moving average, the fund is invested in U.S. Treasury bills.
✨ Key Features
- Trend-following strategy that aims to provide exposure to U.S. large-cap stocks when the market is in an uptrend and U.S. Treasury bills when the market is in a downtrend.
- Potentially reduces downside risk during market declines by shifting to Treasury bills.
- Low expense ratio of 0.00%.
- Relatively new fund with limited performance history.
⚠️ Primary Risks
- Market risk: The fund's performance is subject to the overall performance of the U.S. large-cap equity market.
- Trend-following risk: The fund's performance is dependent on the accuracy of the trend-following model, which may not always correctly identify market trends.
- Liquidity risk: The fund may have difficulty buying or selling certain securities, particularly during periods of market stress.
- Concentration risk: The fund's performance is heavily dependent on the performance of the S&P 500 Index.
👤 Best For
The Pacer Trendpilot US Large Cap ETF may be suitable for investors seeking exposure to U.S. large-cap stocks with a focus on downside risk management. The fund's trend-following strategy may appeal to investors who are looking to participate in market upswings while potentially reducing losses during market downturns. However, the fund's limited performance history and reliance on the trend-following model make it more suitable for investors with a higher risk tolerance and a longer investment horizon.