PALC - ETF AI Analysis
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Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC)
Rating:70Outperform
Price Target:―
Positive Factors
Strong Year-To-Date Performance
The ETF has delivered solid gains so far this year, showing that its strategy has worked well in the recent market environment.
Leading Technology and Semiconductor Exposure
Several top holdings are well-known technology and chip-related companies that have shown strong performance, helping drive the fund’s returns.
Broad Sector Diversification
The ETF spreads its investments across many sectors, which can help reduce the impact if any single industry experiences a downturn.
Negative Factors
Higher Expense Ratio
The fund’s fees are on the higher side for an ETF, which can slightly reduce the net returns investors receive over time.
Recent Short-Term Weakness
The ETF has slipped over the past month, showing that its performance can be sensitive to short-term market swings.
Heavy U.S. Market Concentration
Almost all of the ETF’s holdings are in U.S. companies, offering little geographic diversification if the U.S. market struggles.
PALC vs. SPDR S&P 500 ETF (SPY)
AUM213.23M
RegionNorth America
Expense Ratio0.60%
Beta0.76
IssuerPacer
Inception DateJun 24, 2020
Dividend Yield1.21%
Asset ClassEquity
Index TrackedLunt Capital U.S. Large Cap Multi-Factor Rotation Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume5,729
30 Day Avg. Volume6,725
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
63.89Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering176
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
PALC Summary
The Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) tracks the Lunt Capital U.S. Large Cap Multi-Factor Rotation Index, focusing on big U.S. companies across many industries, especially technology, industrials, and health care. It holds well-known names like Apple and Costco, giving investors broad exposure to leading U.S. businesses in a single fund. PALC aims for growth by shifting among different styles, such as value and growth, to adapt to changing markets. A key risk is that it is heavily invested in large U.S. stocks, especially tech, so its price can rise or fall sharply with swings in the overall stock market.
How much will it cost me?The Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) has an expense ratio of 0.6%, which means you’ll pay $6 per year for every $1,000 you invest. This is higher than the average for passively managed ETFs because PALC uses an active multi-factor strategy to adapt to market conditions and optimize returns.
What would affect this ETF?The PALC ETF, with its focus on large-cap U.S. equities and multi-factor strategy, could benefit from economic growth and strong performance in sectors like financials, energy, and technology, which make up a significant portion of its holdings. However, it may face challenges from rising interest rates, regulatory changes impacting financial institutions, or economic slowdowns that affect consumer spending and cyclical sectors. Its adaptability to market conditions through its alternator methodology may help mitigate some risks while capturing opportunities.
PALC Top 10 Holdings
PALC is leaning heavily into big U.S. financials, with Bank of America, JPMorgan, and Goldman Sachs doing much of the heavy lifting as they’ve been steadily rising and benefiting from solid earnings. Citigroup is also contributing, though its momentum looks a bit more measured. On the flip side, Meta has been losing steam lately, acting as a mild drag despite strong fundamentals, while Wells Fargo’s mixed performance hasn’t helped much either. Amazon and AbbVie add a growth and health-care twist, but this is still very much a U.S.-centric, bank-led story.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| UnitedHealth | 4.39% | $9.37M | $356.47B | 25.92% | 72 Outperform | |
| Netflix | 3.49% | $7.45M | $325.83B | -37.09% | 73 Outperform | |
| Salesforce | 3.27% | $6.97M | $213.35B | 3.38% | 80 Outperform | |
| Bank of America | 2.67% | $5.69M | $438.31B | 25.94% | 72 Outperform | |
| Berkshire Hathaway B | 2.43% | $5.18M | $974.25B | 1.25% | 66 Neutral | |
| AT&T | 2.37% | $5.05M | $175.97B | -13.21% | 71 Outperform | |
| Verizon | 2.07% | $4.42M | $208.32B | 12.98% | 81 Outperform | |
| Abbott Laboratories | 1.98% | $4.23M | $187.45B | -18.51% | 73 Outperform | |
| Wells Fargo | 1.96% | $4.18M | $272.07B | 13.94% | 80 Outperform | |
| ServiceNow | 1.95% | $4.16M | $146.06B | -22.71% | 75 Outperform |
PALC Technical Analysis
Neutral
―
Price Trends
57.18
Positive
56.43
Positive
54.64
Positive
Market Momentum
0.24
Positive
50.36
Neutral
36.95
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PALC, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 57.92, equal to the 50-day MA of 57.18, and equal to the 200-day MA of 54.64, indicating a neutral trend. The MACD of 0.24 indicates Positive momentum. The RSI at 50.36 is Neutral, neither overbought nor oversold. The STOCH value of 36.95 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for PALC.
PALC Peer Comparison
Comparison Results
Performance Comparison
PALC
Pacer Lunt Large Cap Multi-Factor Alternator ETF
57.60
7.67
15.36%
IUS
Invesco RAFI Strategic US ETF
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CVLC
Calvert US Large-Cap Core Responsible Index ETF
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FTQI
First Trust Hedged BuyWrite Income ETF
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―
―
SPHB
Invesco S&P 500 High Beta ETF
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INFO
Harbor PanAgora Dynamic Large Cap Core ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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