Pacer Trendpilot US Mid Cap ETF
PTMC - ETF AI Analysis
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Pacer Trendpilot US Mid Cap ETF (PTMC)
PTMC vs. SPDR S&P 500 ETF (SPY)
- AUM
- 371.76M
- Region
- North America
- Expense Ratio
- 0.60%
- Beta
- 0.46
- Issuer
- Pacer
- Inception Date
- Jun 11, 2015
- Dividend Yield
- 1.62%
- Asset Class
- Equity
- Index Tracked
- Pacer Trendpilot US Mid Cap Index
PTMC Summary
PTMC, the Pacer Trendpilot US Mid Cap ETF, follows the Pacer Trendpilot US Mid Cap Index and focuses on medium‑sized U.S. companies across many industries, including technology, health care, and industrials. It holds well-known names like Okta and Roku. The fund uses a trend-following approach, aiming to stay invested in mid-cap stocks when the market is strong and reduce exposure when conditions weaken. Someone might invest for growth potential and broad diversification among mid-sized companies. A key risk is that mid-cap stocks and trend strategies can still go up and down with the overall market.
How much will it cost me?
This ETF has an expense ratio of 0.60%, which means you’ll pay about $6 per year for every $1,000 you invest. That’s higher than the average low-cost index ETF because this fund uses an active, rules-based trend-following strategy rather than simply tracking a basic market index.
What would affect this ETF?
This ETF could benefit if the U.S. economy stays healthy, as mid-sized companies in sectors like industrials, technology, and financials often grow when business spending, innovation, and credit conditions are strong, and its trend-following approach may help it stay invested during rising markets. On the other hand, higher interest rates, a U.S. recession, or sector-specific setbacks in areas like health care and real estate could hurt mid-cap stocks and reduce the effectiveness of its strategy if markets move sharply and unpredictably.
PTMC Top 10 Holdings
PTMC is leaning into a diversified mix of U.S. mid-caps, with industrials and health care quietly steering the ship. United Therapeutics and Tenet Healthcare have been rising, giving the fund a healthy pulse, while US Foods and Reliance Steel add steady, dependable growth. On the flip side, nVent Electric and ATI have been lagging lately, acting as a bit of a brake on momentum. Okta and Entegris show mixed but generally positive trends, reflecting the fund’s balanced bet across sectors rather than a single high-flying theme.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 UTHR | United Therapeutics | 0.74% | $2.74M | $25.07B | 29.71% | 79Outperform |
 FTI | TechnipFMC | 0.74% | $2.75M | $25.10B | 50.18% | 80Outperform |
 USFD | US Foods Holding | 0.69% | $2.58M | $23.58B | 52.13% | 74Outperform |
 ATI | ATI | 0.73% | $2.70M | $24.82B | 91.53% | 78Outperform |
 THC | Tenet Healthcare | 0.68% | $2.51M | $23.10B | 47.73% | 74Outperform |
 RGLD | Royal Gold | 0.67% | $2.50M | $23.21B | 43.49% | 78Outperform |
 ROKU | Roku | ― | ― | ― | ― | 65Neutral |
 RS | Reliance Steel | 0.63% | $2.35M | $21.76B | 58.96% | 74Outperform |
 XPO | XPO | 0.64% | $2.37M | $21.93B | 36.69% | 70Outperform |
 ROIV | Roivant Sciences | 0.65% | $2.40M | $29.84B | 100.24% | 58Neutral |
PTMC Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PTMC, the sentiment is Positive. The current price of 40.53 is above the 20-day moving average (MA) of 39.75, above the 50-day MA of 39.83, and above the 200-day MA of 39.64, indicating a bullish trend. The MACD of 0.08 indicates Negative momentum. The RSI at 56.74 is Neutral, neither overbought nor oversold. The STOCH value of 82.22 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PTMC.
PTMC Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| PTMC | $40.53 | $43.00(6.10% Upside) | $371.76M | 0.60% | 71Outperform |
 EZM | $76.30 | $88.06(15.42% Upside) | $954.34M | 0.38% | 70Neutral |
 XMLV | $67.10 | $73.60(9.69% Upside) | $735.58M | 0.25% | 71Outperform |
 BKMC | $40.02 | $48.60(21.42% Upside) | $654.72M | 0.04% | 68Neutral |
 GRPM | $146.48 | $163.43(11.57% Upside) | $627.39M | 0.35% | 74Outperform |
 AVMC | $80.08 | $94.09(17.50% Upside) | $567.40M | 0.18% | 70Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| PTMC | Pacer Trendpilot US Mid Cap ETF | 40.53 | 5.92 | 17.10% | |
| EZM | WisdomTree U.S. MidCap Fund | 76.30 | 12.16 | 18.96% | |
| XMLV | Invesco S&P MidCap Low Volatility ETF | 67.10 | 6.09 | 9.99% | |
| BKMC | BNY Mellon US Mid Cap Core Equity ETF | 40.02 | 5.14 | 14.73% | |
| GRPM | Invesco S&P MidCap 400 GARP ETF | 146.48 | 30.46 | 26.26% | |
| AVMC | Avantis U.S. Mid Cap Equity ETF | 80.08 | 11.89 | 17.44% |
This 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.