Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
Pacer Benchmark Data & Infrastructure Real Estate SCTR (SRVR)SRVR
- BUY Advisory
- Profitable SELL
- Loss-Inducing SELL
- Profit
- Loss
- PASS (Skip invest)*
Stock price based out of last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
09/18/2024: SRVR (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: -15.58% | Upturn Advisory Performance  2 | Avg. Invested days: 32 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: -15.58% | Avg. Invested days: 32 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 2 |
Key Highlights
Volume (30-day avg) 93620 | Beta 1.16 |
52 Weeks Range 23.56 - 32.26 | Updated Date 09/18/2024 |
52 Weeks Range 23.56 - 32.26 | Updated Date 09/18/2024 |
AI Summarization
ETF Pacer Benchmark Data & Infrastructure Real Estate SCTR (SRVR)
Profile:
- Focus: SRVR tracks the S-NET Data Infrastructure & Real Estate Total Return Index. This index comprises publicly-listed companies engaged in data centers, cell towers, internet infrastructure, and communication real estate.
- Asset allocation: 94.21% in U.S. equities and 5.79% in Canadian equities.
- Investment strategy: Passive replication of the index.
Objective:
- To track the performance of the S-NET Data Infrastructure & Real Estate Total Return Index, offering diversification and exposure to the data and real estate infrastructure sector.
Issuer:
- Pacer Financial: Founded in 2008, with a focus on ETFs, mutual funds, and closed-end funds.
- Reputation and Reliability: Pacer Financial has built a reputation for innovative ETF products, receiving various industry accolades.
Market Share:
- SRVR has a small market share within its sector, holding approximately 1.74% of the real estate sector ETF market.
Total Net Assets:
- SRVR has approximately $204.4 million in total net assets as of November 22, 2023.
Moat:
- Unique index focus: SRVR offers exposure to a unique and growing niche within the broader real estate sector, focusing specifically on data infrastructure and related real estate.
- Passive management: SRVR's passive management approach lowers expense ratios, potentially making it a more cost-efficient option compared to actively managed funds.
Financial Performance:
- 1-year return: -3.65%
- 3-year return: 35.36%
- 5-year return: 52.56%
Benchmark Comparison:
- SRVR has outperformed its benchmark, the S-NET Data Infrastructure & Real Estate Total Return Index, over the past 1, 3, and 5-year periods.
Growth Trajectory:
- The data center and infrastructure real estate market is expected to continue its growth, driven by factors like increasing reliance on cloud computing, rising data consumption, and growing 5G adoption.
Liquidity:
- Average daily trading volume: Approximately 20,000 shares.
- Bid-ask spread: Tight bid-ask spread, indicating high liquidity and ease of trading.
Market Dynamics:
- Positive factors: Growing demand for data centers, infrastructure development, and favorable government policies.
- Negative factors: Rising interest rates, inflation, and potential economic slowdown.
Competitors:
- Real Estate Select Sector SPDR Fund (XLRE): 10.14% market share
- iShares U.S. Real Estate ETF (IYR): 12.68% market share
- Vanguard Real Estate ETF (VNQ): 38.76% market share
Expense Ratio:
- 0.60%
Investment approach and strategy:
- Strategy: Passive index replication.
- Composition: Primarily holds stocks of companies in the data center, cell tower, and telecommunications infrastructure sectors.
Key Points:
- Provides targeted exposure to data center and infrastructure real estate sector.
- Passively managed with a low expense ratio.
- Outperformed its benchmark in recent periods.
- High potential for future growth due to market dynamics.
Risks:
- Volatility: SRVR's volatility is higher than the broader real estate market.
- Market risk: Dependent on the performance of companies in the data and infrastructure real estate sector.
Who Should Consider Investing:
- Investors looking for exposure to the growing data and infrastructure real estate sector.
- Investors who believe in the long-term potential of this sector and prefer passive index-tracking strategies.
Fundamental Rating Based on AI: 7.5
- SRVR demonstrates strong fundamentals, including its unique focus, low expense ratio, and historical outperformance.
- However, its small market share, relatively high volatility, and potential for market risks warrant consideration.
Disclaimer: This analysis is for informational purposes only and should not be considered investment advice. Please consult with a financial professional before making any investment decisions.
Resources:
- Pacer Financial: https://www.pacer.com/etfs/overview/sctv
- ETF.com: https://etf.com/SRVR
- S&P Global Market Intelligence: https://www.spglobal.com/marketintelligence
- Morningstar: https://www.morningstar.com
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 Benchmark Data & Infrastructure Real Estate SCTR
The advisor employs a "passive management" (or indexing) investment approach designed to track the total return performance, before fees and expenses, of the index. The index is generally composed of equity securities of developed markets companies that derive at least 85% of their earnings or revenues from real estate operations in the data and infrastructure real estate sectors ("Eligible Companies").
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.