Pacer Lunt MidCap Multi-Factor Alternator ETF (PAMC)
ARCA ARCA Primary Summary
PAMC Chart
PAMC: Is Pacer Lunt's Mid-Cap Factor Rotation ETF Worth Buying?
PAMC selects mid-cap stocks based on a factor rotation strategy involving high or low momentum, quality, value, and volatility. PAMC has a 0.60% expense ratio and $75 million in assets. The strategy is proprietary, but I believe key inputs are yield changes. The sharp increase from September to January coincides with PAMC's rotation to low quality, highly volatile stocks. PAMC has outperformed its benchmark, but its win rate is only 51.8%, casting doubt on the strategy's long-term usefulness. Furthermore, its success is mainly due to emphasizing the momentum factor.
Pacer Lunt MidCap Multi-Factor Alternator ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 600 | $27,437.38 | $32,418 | $4,980.62 | 18.15% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,614 | $68,417.46 | $87,139.86 | $18,722.4 | 27.36% |
| TW Travis Weitz Unified Investment Management | 4,365 | $191,243.45 | $236,009 | $44,765.55 | 23.41% |
Pacer Lunt MidCap Multi-Factor Alternator ETF (PAMC) FAQ
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Does it pay dividends? What is the current yield?
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Has Pacer Lunt MidCap Multi-Factor Alternator ETF ever had a stock split?
Pacer Lunt MidCap Multi-Factor Alternator ETF Profile
| ARCA Exchange | US Country |
Overview
The company described operates a financial instrument designed to provide investors with exposure to mid-capitalization U.S. companies. By adhering to an objective, rules-based methodology, this investment vehicle aims to target companies that fall into the mid-cap category, ensuring that at least 80% of its net assets, in addition to any borrowings for investment purposes, are invested in these entities. This investment strategy highlights a focus on mid-cap companies, which are often considered to offer a balance between the growth potential of small-cap companies and the stability of large-cap companies. Despite this focused approach, the company is non-diversefied, meaning it does not spread its investments across a wide range of sectors or asset classes, potentially increasing risk in exchange for the opportunity of higher returns.
Products and Services
- Rules-Based Mid-Cap Exposure
This service provides investors with exposure to mid-capitalization U.S. companies through a disciplined and objective rules-based methodology. The strategy focuses on investing in companies that offer a balance of growth and stability within the mid-cap space, aiming to capitalize on the unique market position and potential of these businesses.
- Minimum 80% Investment in Mid-Cap Companies
Under normal circumstances, the commitment to invest at least 80% of the fund's net assets, plus any borrowings for investment purposes, directly into mid-cap companies ensures that the fund remains true to its objective. This allocation strategy is designed to provide a concentrated exposure to the mid-cap sector, potentially offering distinct investment opportunities and risk considerations compared to broader market investments.
- Non-Diversified Investment Fund
As a non-diversified fund, this investment vehicle does not allocate its assets across a wide variety of sectors or asset classes. This approach allows for more focused investments in mid-cap companies but also involves a higher level of risk compared to diversified funds. Investors in this fund should be aware of the potential for increased volatility and the opportunity for higher returns that this strategy entails.
