PTMC - ETF AI Analysis
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Pacer Trendpilot US Mid Cap ETF (PTMC)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong year-to-date and solid multi-month gains, indicating positive momentum in its strategy.
Strong-Performing Top Holdings
Many of the largest positions, including industrial and technology names, have delivered strong gains, helping support the fund’s overall returns.
Broad Sector Diversification
Holdings spread across industries like industrials, technology, financials, health care, and energy help reduce the impact of weakness in any single sector.
Negative Factors
Relatively High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of the return is eaten up by fees over time.
Heavy U.S. Market Dependence
With almost all assets in U.S. companies, the ETF is highly sensitive to the U.S. market and offers very limited international diversification.
Mid-Cap Volatility Risk
Because the fund focuses on mid-sized companies, investors may experience more price swings than with large-cap focused ETFs.
PTMC vs. SPDR S&P 500 ETF (SPY)
AUM373.37M
RegionNorth America
Expense Ratio0.60%
Beta0.51
IssuerPacer
Inception DateJun 11, 2015
Dividend Yield1.66%
Asset ClassEquity
Index TrackedPacer Trendpilot US Mid Cap Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume16,182
30 Day Avg. Volume18,177
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
49.60Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering400
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
PTMC Summary
The Pacer Trendpilot US Mid Cap ETF (PTMC) tracks the Pacer Trendpilot US Mid Cap Index and focuses on medium‑sized U.S. companies across many industries, including technology, industrials, and financials. It holds well-known names like Twilio and Illumina and uses a rules-based approach that shifts exposure based on market trends. Someone might invest in PTMC to seek growth from mid-sized companies while spreading risk across different sectors. However, the fund can still rise and fall with the stock market, and its trend-following strategy may not always protect against losses.
How much will it cost me?The Pacer Trendpilot US Mid Cap ETF (PTMC) has an expense ratio of 0.6%, which means you’ll pay $6 per year for every $1,000 invested. This is higher than the average for passively managed ETFs because PTMC uses a trend-following strategy to adjust its exposure based on market conditions, which requires more active management. While it’s more expensive, this approach aims to help investors navigate market fluctuations effectively.
What would affect this ETF?The Pacer Trendpilot US Mid Cap ETF could benefit from economic growth and innovation in sectors like technology and industrials, which make up a significant portion of its holdings. However, it may face challenges if interest rates rise, as this could impact mid-cap companies' borrowing costs and growth potential, or if economic conditions weaken, affecting consumer spending and cyclical sectors. Its trend-following strategy may help mitigate risks during market downturns but could underperform in highly volatile or unpredictable markets.
PTMC Top 10 Holdings
PTMC’s story is all about U.S. mid-caps with a tilt toward industrials, tech, and health care. High-flyers like ATI and TechnipFMC have been powering the fund, riding strong demand in aerospace and energy. Illumina and Twilio are also rising, adding some growth flair from the tech and biotech world. On the flip side, nVent Electric and Curtiss-Wright have been more mixed to lagging lately, occasionally putting sand in the gears. Overall, the ETF is diversified across sectors but still leans on a handful of industrial and tech names to drive returns.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Twilio | 1.30% | $4.86M | $43.70B | 195.73% | 70 Neutral | |
| Okta | 1.00% | $3.74M | $34.37B | 126.60% | 75 Outperform | |
| TechnipFMC | 0.81% | $3.04M | $27.77B | 77.68% | 80 Outperform | |
| nVent Electric | 0.76% | $2.86M | $26.33B | 68.61% | 76 Outperform | |
| ATI | 0.73% | $2.72M | $25.40B | 140.55% | 78 Outperform | |
| Entegris | 0.67% | $2.50M | $23.09B | 61.66% | 66 Neutral | |
| TD SYNNEX Corporation | 0.67% | $2.50M | $22.65B | 62.48% | 73 Outperform | |
| Royal Gold | 0.62% | $2.33M | $21.88B | 30.75% | 78 Outperform | |
| XPO | 0.61% | $2.29M | $20.80B | 36.37% | 70 Outperform | |
| United Therapeutics | 0.61% | $2.28M | $21.34B | 11.00% | 79 Outperform |
PTMC Technical Analysis
Negative
―
Price Trends
40.97
Negative
40.75
Negative
39.16
Positive
Market Momentum
-0.44
Positive
38.68
Neutral
33.68
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PTMC, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 40.18, equal to the 50-day MA of 40.97, and equal to the 200-day MA of 39.16, indicating a neutral trend. The MACD of -0.44 indicates Positive momentum. The RSI at 38.68 is Neutral, neither overbought nor oversold. The STOCH value of 33.68 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for PTMC.
PTMC Peer Comparison
Comparison Results
Performance Comparison
PTMC
Pacer Trendpilot US Mid Cap ETF
39.64
4.54
12.93%
EZM
WisdomTree U.S. MidCap Fund
―
―
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XMLV
Invesco S&P MidCap Low Volatility ETF
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BKMC
BNY Mellon US Mid Cap Core Equity ETF
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―
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GRPM
Invesco S&P MidCap 400 GARP ETF
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AVMC
Avantis U.S. Mid Cap Equity 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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