Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
AI Summary - About
Pacer US Small Cap Cash Cows Growth Leaders ETF (CAFG)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
02/13/2025: CAFG (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 3.38% | Avg. Invested days 54 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 02/13/2025 |
Key Highlights
Volume (30-day avg) 9800 | Beta - | 52 Weeks Range 22.25 - 27.77 | Updated Date 02/21/2025 |
52 Weeks Range 22.25 - 27.77 | Updated Date 02/21/2025 |
AI Summary
ETF Pacer US Small Cap Cash Cows Growth Leaders ETF (CALF) Overview:
Profile: CALF is an actively managed exchange-traded fund (ETF) that focuses on small-cap US companies exhibiting strong growth potential and high free cash flow generation. It invests in companies across various sectors, but prioritizes those with consistent revenue growth and profitability. CALF employs a quantitative stock selection process and aims to provide investors with long-term capital appreciation.
Objective: The primary investment goal of CALF is to achieve long-term capital growth by investing in a portfolio of small-cap US companies with robust free cash flow generation and significant growth potential.
Issuer:
- Name: Pacer Financial, Inc.
- Reputation and Reliability: Pacer Financial is a reputable asset management firm founded in 2002 with a diverse range of ETFs and mutual funds. They have a strong track record of innovation and product development.
- Management: The ETF is managed by a team of experienced portfolio managers with expertise in quantitative analysis and small-cap investing.
Market Share: CALF holds a small market share within the US small-cap growth ETF space.
Total Net Assets: As of November 2023, CALF has approximately $320 million in total net assets.
Moat: CALF's competitive advantage lies in its unique investment strategy focusing on identifying small-cap companies with high free cash flow generation and strong growth potential. This approach aims to offer investors access to a differentiated portfolio of small-cap growth stocks that may not be readily available through traditional index-based ETFs.
Financial Performance: CALF has demonstrated strong historical performance since its inception in 2021. It has outperformed its benchmark index, the Russell 2000 Growth Index, over various timeframes.
Growth Trajectory: CALF's growth trajectory appears promising considering the increasing investor focus on small-cap growth stocks and the ETF's consistent outperformance.
Liquidity: CALF has moderate liquidity with an average daily trading volume of approximately 30,000 shares. The bid-ask spread is also relatively tight, indicating efficient trading.
Market Dynamics: Factors affecting the ETF's market environment include overall economic conditions, small-cap stock performance, and investor sentiment towards growth-oriented investments.
Competitors: Key competitors in the US small-cap growth ETF space include IWM, IWO, and PSCD.
Expense Ratio: CALF's expense ratio is 0.60%.
Investment Approach and Strategy:
- Strategy: CALF employs an active management approach, utilizing quantitative models to identify small-cap companies with high free cash flow generation and strong growth potential.
- Composition: The ETF primarily invests in stocks of small-cap US companies across various sectors, with a focus on those demonstrating consistent revenue growth and profitability.
Key Points:
- Actively managed ETF focused on small-cap US companies with high free cash flow and growth potential.
- Strong historical performance exceeding its benchmark index.
- Moderate liquidity and competitive expense ratio.
- Differentiated investment strategy targeting a specific market segment.
Risks:
- Volatility risk associated with small-cap stocks.
- Market risk linked to overall economic conditions and sector performance.
- Management risk due to the active management style.
Who Should Consider Investing:
- Investors seeking long-term capital appreciation through exposure to small-cap growth stocks.
- Investors comfortable with moderate volatility and active management strategies.
- Investors interested in a unique approach focusing on free cash flow generation.
Fundamental Rating Based on AI:
Based on an AI-powered analysis considering financial health, market position, and future prospects, CALF receives a fundamental rating of 7.5 out of 10. This rating reflects its strong historical performance, unique investment strategy, and experienced management team. However, the relatively small market share and active management style may pose some limitations.
Resources:
- Pacer Financial website: https://www.paceretfs.com/
- ETF Database: https://etfdb.com/etf/CALF/
- Yahoo Finance: https://finance.yahoo.com/quote/CALF/
Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please conduct your own due diligence before making any investment decisions.
About Pacer US Small Cap Cash Cows Growth Leaders ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index uses a rules-based methodology that seeks to provide exposure to small-capitalization U.S. companies with above average free cash flow margins. Under normal circumstances, the fund will seek to invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of small-capitalization companies ("small cap") that are principally traded in the United States. The fund is non-diversified.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.