Pacer Funds Trust (EAFG)

Pacer Funds Trust ETF Overview

Profile: Pacer Funds Trust ETF offers a diverse range of actively managed ETFs across various asset classes, with a focus on income generation, risk management, and disruptive technologies. The individual ETFs within the Trust differ in their specific target sectors, asset allocation, and investment strategies.

Objective: The primary investment goal of Pacer Funds Trust ETFs varies depending on the specific ETF. Generally, they aim to provide investors with:

• Income generation: Through investment in high-dividend-paying stocks, fixed income securities, or alternative income-generating strategies.
• Risk management: By employing active management strategies to mitigate portfolio volatility and downside risk.
• Exposure to disruptive technologies: Through investment in companies at the forefront of innovation in areas like robotics, artificial intelligence, and healthcare.

Issuer: Pacer Financial, Inc. is the issuer of Pacer Funds Trust. It is a privately held investment management firm founded in 2002 with a strong reputation for innovation and active management expertise.

Market Share: Pacer Funds Trust has a relatively small market share compared to larger ETF providers. However, its assets under management have been growing steadily in recent years.

Total Net Assets: As of November 2023, Pacer Funds Trust has approximately $10 billion in total assets under management.

Moat: Pacer Funds Trust differentiates itself through:

• Unique strategies: Employing innovative and actively managed investment strategies catering to specific investor needs.
• Experienced management: The team comprises seasoned investment professionals with a proven track record.
• Niche market focus: Targeting specific market segments with ETFs focused on income generation, risk management, and disruptive technologies.

Financial Performance: The performance of Pacer Funds Trust ETFs varies depending on the specific ETF. Historical data should be reviewed for each individual ETF to understand its track record.

Benchmark Comparison: Comparing the performance of each ETF to its relevant benchmark index provides insight into its effectiveness in achieving its stated goals.

Growth Trajectory: Pacer Funds Trust has experienced steady growth in assets under management over the past few years, indicating its increasing popularity among investors.

Liquidity: The average trading volume and bid-ask spread for each ETF should be reviewed to assess its liquidity and transaction costs.

Market Dynamics: Economic indicators, industry growth prospects, and current market conditions influence the performance of Pacer Funds Trust ETFs.

Competitors: Key competitors include:

• BlackRock (BLK)
• Vanguard (VOO)
• State Street Global Advisors (STT)
• Invesco (IVZ)

Expense Ratio: Expense ratios for Pacer Funds Trust ETFs vary depending on the specific ETF. They typically range from 0.50% to 1.00%.

Investment Approach and Strategy:

• Strategy: Each ETF within the trust employs a distinct strategy, ranging from active management to index tracking. Specific details can be found in the prospectus for each individual ETF.
• Composition: The assets held by each ETF vary based on its investment objective. Information on the underlying holdings can be found on the Pacer Funds Trust website.

Key Points:

• Actively managed ETFs focused on income, risk management, and disruptive technologies.
• Experienced management team with a strong track record.
• Steady growth in assets under management.

Risks:

• Volatility: Volatility associated with the underlying assets and active management strategies.
• Market risk: Exposure to specific market sectors or asset classes.
• Management risk: The success of the ETFs depends on the expertise and decisions of the management team.

Who Should Consider Investing:

• Investors seeking income generation potential.
• Investors looking to mitigate portfolio volatility.
• Investors interested in gaining exposure to disruptive technologies.

Fundamental Rating Based on AI:

Based on an analysis of Pacer Funds Trust's financial health, market position, and future prospects, the AI-based rating system assigns a 7 out of 10. This rating considers factors such as the Trust's strong management team, innovative investment strategies, and growing assets under management. However, the relatively small market share and higher expense ratios compared to some competitors impact the overall rating.

Resources:

• Pacer Funds Trust website: https://www.pacer.com/funds/
• SEC filings: https://www.sec.gov/cgi-bin/browse-edgar?company=pacer+funds+trust&owner=exclude
• Morningstar: https://www.morningstar.com/etfs/

Disclaimer: The information provided in this analysis should not be considered financial advice. Investors should conduct their own research and due diligence before making investment decisions.