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Upturn AI SWOT - About
Pacer CFRA-Stovall Equal Weight Seasonal Rotation (SZNE)
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Upturn Advisory Summary
04/01/2025: SZNE (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 0.77% | Avg. Invested days 40 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 4404 | Beta 0.94 | 52 Weeks Range 33.97 - 39.30 | Updated Date 04/1/2025 |
52 Weeks Range 33.97 - 39.30 | Updated Date 04/1/2025 |
Upturn AI SWOT
Pacer CFRA-Stovall Equal Weight Seasonal Rotation
ETF Overview
Overview
The Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF (SZNE) employs a seasonal rotation strategy, targeting specific sectors based on historical performance patterns during different parts of the year. It uses an equal-weight methodology to balance sector exposure.
Reputation and Reliability
Pacer ETFs are known for their rules-based, strategic-beta ETFs. They have established a reliable track record.
Management Expertise
Pacer ETFs has a team of experienced professionals in ETF management and investment strategy.
Investment Objective
Goal
Seeks investment results that generally correspond to the total return performance of the CFRA-Stovall Equal Weight Seasonal Rotation Index.
Investment Approach and Strategy
Strategy: Tracks the CFRA-Stovall Equal Weight Seasonal Rotation Index, which selects and weights sectors based on historical seasonal performance.
Composition Primarily holds stocks within selected sectors based on the seasonal rotation strategy.
Market Position
Market Share: SZNE's market share is relatively small compared to broader sector ETFs.
Total Net Assets (AUM): 22080000
Competitors
Key Competitors
- RYF
- RSP
- EQAL
Competitive Landscape
The ETF industry is highly competitive, with numerous funds targeting various investment strategies. SZNE distinguishes itself through its seasonal rotation strategy, which may appeal to investors seeking a tactical approach to sector allocation. The advantage of SZNE is in potentially capturing seasonal trends, while its disadvantage lies in the reliance on historical data, which may not accurately predict future performance.
Financial Performance
Historical Performance: Historical performance data should be obtained from official sources (e.g., Pacer ETFs website).
Benchmark Comparison: The ETF's performance should be compared to the CFRA-Stovall Equal Weight Seasonal Rotation Index to assess tracking effectiveness.
Expense Ratio: 0.79
Liquidity
Average Trading Volume
SZNE's liquidity is moderate and the average trading volume can fluctuate.
Bid-Ask Spread
The bid-ask spread can vary depending on market conditions and overall trading volume.
Market Dynamics
Market Environment Factors
Economic indicators, sector performance trends, and overall market sentiment influence SZNE's performance. Specific sector strengths during particular seasons also play a role.
Growth Trajectory
The growth trajectory of SZNE depends on the effectiveness of its seasonal rotation strategy and investor demand for tactical sector allocation.
Moat and Competitive Advantages
Competitive Edge
SZNE's competitive advantage lies in its unique seasonal rotation strategy based on CFRA-Stovall research. This approach offers a differentiated investment proposition compared to traditional sector ETFs. The ETF's equal-weight methodology further diversifies sector exposure and can potentially reduce concentration risk. However, the strategy's success hinges on the continued relevance of historical seasonal patterns.
Risk Analysis
Volatility
SZNE's volatility is influenced by the volatility of the underlying sectors it invests in and the success of its rotation strategy.
Market Risk
Market risk arises from the inherent uncertainty in stock market performance and economic conditions. Sector-specific risks are also present, as individual sectors may underperform.
Investor Profile
Ideal Investor Profile
The ideal investor is someone who understands and seeks to capitalize on seasonal market trends, has a moderate risk tolerance, and is looking for sector-specific exposure without active management.
Market Risk
SZNE is potentially suitable for active traders or investors implementing tactical asset allocation strategies. It may not be ideal for passive index followers seeking broad market exposure.
Summary
SZNE offers a unique approach to sector investing through its seasonal rotation strategy, appealing to investors seeking tactical asset allocation. Its performance hinges on the consistency of historical seasonal patterns. While the equal-weight methodology diversifies sector exposure, the fund's success is subject to market risk and the effectiveness of the underlying research. It's best suited for those with a moderate risk tolerance and an understanding of sector-specific dynamics.
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Sources and Disclaimers
Data Sources:
- Pacer ETFs website
- CFRA Research
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor. Past performance is not indicative of future results.
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 CFRA-Stovall Equal Weight Seasonal Rotation
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index uses an objective, rules-based methodology to track the performance of a semi-annual rotation of certain sectors within the S&P 500 ® Equal Weight Index. The Advisor attempts to invest all, or substantially all, of its assets in the component securities that make up the fund"s underlying index or in one or more ETFs that track the performance of all or a portion of such component securities in the same approximate proportion as in the index.
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