PTMC
Pacer Trendpilot US Mid Cap ETF
📎 Investment Objective
The Pacer Trendpilot US Mid Cap ETF seeks to track the performance of the Pacer Trendpilot US Mid Cap Index, which uses a rules-based trend following strategy to provide exposure to U.S. mid-cap equities.
Overview
ETF tracking Pacer Trendpilot US Mid Cap ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Pacer Trendpilot US Mid Cap ETF seeks to track the performance of the Pacer Trendpilot US Mid Cap Index, which uses a rules-based trend following strategy to provide exposure to U.S. mid-cap equities.
🎯 Investment Strategy
The fund's strategy involves monitoring the 200-day simple moving average of the S&P MidCap 400 Index. When the index is above its 200-day moving average, the fund is fully invested in mid-cap stocks. When the index is below its 200-day moving average, the fund shifts to 50% exposure to mid-cap stocks and 50% exposure to U.S. Treasury bills.
✨ Key Features
- Utilizes a trend-following strategy to potentially provide downside protection during market downturns
- Exposure to U.S. mid-cap stocks, which can offer growth potential
- Shifts to a more defensive position when the market trend is negative
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Market risk: The value of the fund's holdings may decline due to general market conditions
- Sector concentration risk: The fund's performance may be more volatile due to its focus on mid-cap stocks
- Trend following risk: The fund's strategy may not accurately predict future market trends, leading to potential underperformance
- Liquidity risk: The fund may have difficulty buying or selling certain investments at an optimal time and price
👤 Best For
The Pacer Trendpilot US Mid Cap ETF may be suitable for investors seeking exposure to U.S. mid-cap stocks with the potential for downside protection during market downturns. It may be particularly appealing to investors with a moderate risk tolerance who are looking for a rules-based, trend-following strategy to complement their overall portfolio.