Pacer WealthShield ETF (PWS)
27.63
-0.16
(-0.59%)
USD |
BATS |
Apr 18, 16:00
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
0.60% | -0.07% | 19.35M | 4443.50 |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
1.72% | 669.0% | -4.023M | Upgrade |
Basic Info
Investment Strategy | |
The investment seeks to track the total return performance, before fees and expenses, of the Pacer WealthShield Index. The index utilizes a systematic risk management strategy that directs the index's exposure to U.S. equity securities, U.S. Treasury securities, or a mix of each. The Advisor attempts to invest all, or substantially all, of its assets in the component securities that make up (i) the component securities of the index or (ii) ETFs that seek to track the performance of some or all of the component securities of the index in the same approximate weight as such component securities. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Large Cap/Growth |
Fixed Income Style | -- |
Broad Asset Class | Allocation |
Broad Category | Allocation |
Category Name | Tactical Allocation |
Category Index | Morningstar Mod Agg Tgt Risk TR USD |
Global Category Name | Flexible Allocation |
YCharts Categorization | Other |
YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
Prospectus Objective | Growth and Income |
Fund Owner Firm Name | Pacer |
Prospectus Benchmark Index | |
Pacer WealthShield TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Bruce Kavanaugh | 6.31 yrs |
Danke Wang | 1.81 yrs |
Performance Versus Category
As of April 18, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 18, 2024.
Basic Info
Investment Strategy | |
The investment seeks to track the total return performance, before fees and expenses, of the Pacer WealthShield Index. The index utilizes a systematic risk management strategy that directs the index's exposure to U.S. equity securities, U.S. Treasury securities, or a mix of each. The Advisor attempts to invest all, or substantially all, of its assets in the component securities that make up (i) the component securities of the index or (ii) ETFs that seek to track the performance of some or all of the component securities of the index in the same approximate weight as such component securities. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Large Cap/Growth |
Fixed Income Style | -- |
Broad Asset Class | Allocation |
Broad Category | Allocation |
Category Name | Tactical Allocation |
Category Index | Morningstar Mod Agg Tgt Risk TR USD |
Global Category Name | Flexible Allocation |
YCharts Categorization | Other |
YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
Prospectus Objective | Growth and Income |
Fund Owner Firm Name | Pacer |
Prospectus Benchmark Index | |
Pacer WealthShield TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Bruce Kavanaugh | 6.31 yrs |
Danke Wang | 1.81 yrs |