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Upturn AI SWOT - About
Pacer Cash Cows Fund of Funds ETF (HERD)
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Upturn Advisory Summary
04/01/2025: HERD (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
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -13.38% | Avg. Invested days 41 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 8820 | Beta 1.05 | 52 Weeks Range 35.89 - 40.45 | Updated Date 04/2/2025 |
52 Weeks Range 35.89 - 40.45 | Updated Date 04/2/2025 |
Upturn AI SWOT
Pacer Cash Cows Fund of Funds ETF
ETF Overview
Overview
The Pacer Cash Cows Fund of Funds ETF (HERD) aims to provide investors with exposure to a portfolio of ETFs that focus on companies with high free cash flow. It offers diversification across market capitalizations and sectors by investing in other Pacer Cash Cows ETFs, creating a fund of funds structure.
Reputation and Reliability
Pacer ETFs is a reputable issuer known for its rules-based, index-tracking ETFs focused on cash flow strategies.
Management Expertise
Pacer ETFs has a team of experienced professionals with expertise in developing and managing quantitative investment strategies.
Investment Objective
Goal
To provide capital appreciation by investing in other Pacer Cash Cows ETFs, which focus on companies with high free cash flow.
Investment Approach and Strategy
Strategy: The ETF invests in a portfolio of other Pacer Cash Cows ETFs, providing diversified exposure to companies with high free cash flow yield.
Composition The ETF primarily holds other Pacer Cash Cows ETFs, such as those focusing on large-cap, small-cap, and international equities.
Market Position
Market Share: Data not readily available for a fund-of-funds ETF.
Total Net Assets (AUM): 137149392
Competitors
Key Competitors
- IVV (iShares Core S&P 500 ETF)
- VTI (Vanguard Total Stock Market ETF)
- SPY (SPDR S&P 500 ETF)
Competitive Landscape
HERD operates in a competitive landscape dominated by broad market ETFs like IVV, VTI, and SPY. HERD's advantage is its specific focus on cash flow, which may appeal to investors seeking companies with strong financial health. However, it may lack the diversification of broader market ETFs and has a fund of funds structure which add complexity.
Financial Performance
Historical Performance: Historical performance data is readily available on financial websites, such as Yahoo Finance, and ETF.com
Benchmark Comparison: The ETF's performance is benchmarked against the performance of its underlying Pacer Cash Cows ETFs and broad market indices.
Expense Ratio: 0.75
Liquidity
Average Trading Volume
The average trading volume of HERD is moderate, indicating reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread for HERD is generally tight, suggesting relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards value and quality stocks influence HERD's performance.
Growth Trajectory
The growth trajectory of HERD depends on the demand for cash flow-focused investment strategies and the performance of its underlying Pacer Cash Cows ETFs. There have been no significant strategy changes.
Moat and Competitive Advantages
Competitive Edge
HERD's competitive advantage lies in its unique approach of providing diversified exposure to companies with high free cash flow through a fund of funds structure using other Pacer Cash Cows ETFs. This targeted strategy can appeal to investors seeking companies with strong financial health. The fund of funds structure can offer diversification, though it adds another layer of fees. Pacer ETFs is also well-regarded as a cash flow-focused ETF issuer.
Risk Analysis
Volatility
HERD's volatility is influenced by the volatility of its underlying Pacer Cash Cows ETFs and the overall market.
Market Risk
HERD is subject to market risk, particularly related to the equity markets and the performance of companies with high free cash flow yield.
Investor Profile
Ideal Investor Profile
HERD is suitable for investors seeking exposure to companies with high free cash flow yield and diversification within that specific investment strategy.
Market Risk
HERD is best for long-term investors seeking targeted exposure to a specific investment factor (cash flow) and who understand the fund-of-funds structure.
Summary
The Pacer Cash Cows Fund of Funds ETF (HERD) offers a unique approach to investing by providing exposure to companies with high free cash flow through a fund of funds structure using other Pacer Cash Cows ETFs. Its performance is dependent on the performance of its underlying ETFs and the overall market environment. While it offers targeted exposure and diversification within its niche, it also comes with an expense ratio and the complexities of a fund-of-funds approach. HERD is best suited for long-term investors looking for specific factor exposure with cash flow focus and an understanding of the fund of fund's structure.
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Sources and Disclaimers
Data Sources:
- Pacer ETFs website
- ETF.com
- Yahoo Finance
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Pacer Cash Cows Fund of Funds ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index is based on a proprietary methodology developed and maintained by Index Design Group, an affiliate of Pacer Advisors, Inc., the fund's investment adviser. Under normal circumstances, at least 80% of the fund's total assets will be invested in the component securities of the index or the underlying holdings of one or more Cash Cows ETFs in the same approximate weight as such holdings are assigned in the applicable Cash Cows ETF, adjusted to reflect the weight of such Cash Cows ETF in the index.
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