PALC - ETF AI Analysis
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Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC)
Rating:70Outperform
Price Target:―
Positive Factors
Strong Energy and Chip Leaders
Top holdings like Exxon Mobil, Chevron, and Lam Research have shown strong recent performance, helping support the fund’s returns.
Broad Sector Mix
The ETF spreads its investments across many sectors, including financials, technology, industrials, health care, and consumer stocks, which can help reduce the impact of weakness in any one area.
Solid Asset Base
With a sizable level of assets under management, the fund appears established enough to offer reasonable trading liquidity for everyday investors.
Negative Factors
Mostly U.S.-Only Exposure
Almost all of the fund’s holdings are in U.S. companies, so it offers little geographic diversification if the U.S. market struggles.
Mixed Performance Among Top Holdings
Several major positions such as Apple, Visa, Mastercard, GE Aerospace, Bank of America, and Berkshire Hathaway have shown weaker recent performance, which can drag on overall returns.
Relatively High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, meaning more of the returns are used to cover fees instead of staying in investors’ pockets.
PALC vs. SPDR S&P 500 ETF (SPY)
AUM227.31M
RegionNorth America
Expense Ratio0.60%
Beta0.74
IssuerPacer
Inception DateJun 24, 2020
Dividend Yield1.1%
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. Volume8,066
30 Day Avg. Volume13,373
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
64.60Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering178
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
PALC Summary
PALC is an exchange-traded fund that follows the Lunt Capital U.S. Large Cap Multi-Factor Rotation Index, focusing on big, well-known U.S. companies across many sectors. It owns large firms like Apple and Costco, along with banks, energy companies, and industrials, so you’re not betting on just one industry. The fund looks for a mix of value, growth, quality, and momentum, aiming for long-term growth and diversification in a single investment. A key risk is that it still moves with the overall stock market, so its value can go up and down, especially during market downturns.
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’s story is all about big U.S. blue chips with a tilt toward financials and tech. Lam Research is the clear engine right now, riding strong momentum in AI-related chip equipment. Energy giants Exxon Mobil and Chevron are also helping, even if their recent moves have been a bit choppy. On the other side, payment leaders Visa and Mastercard have been losing steam, quietly weighing on returns, while Berkshire Hathaway has been more of a steady but uninspiring passenger. Overall, it’s a U.S.-centric, large-cap mix with no single name dominating the wheel.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| UnitedHealth | 2.99% | $6.79M | $345.08B | -0.17% | 72 Outperform | |
| Exxon Mobil | 2.73% | $6.20M | $599.24B | 34.72% | 74 Outperform | |
| Chevron | 2.18% | $4.96M | $361.71B | 31.14% | 71 Outperform | |
| Bank of America | 2.17% | $4.94M | $364.13B | 22.78% | 72 Outperform | |
| Berkshire Hathaway B | 2.16% | $4.92M | $1.03T | -7.36% | 66 Neutral | |
| Verizon | 1.89% | $4.29M | $197.17B | 8.28% | 81 Outperform | |
| Citigroup | 1.86% | $4.24M | $215.31B | 75.72% | 68 Neutral | |
| AT&T | 1.72% | $3.90M | $174.82B | -9.63% | 71 Outperform | |
| Wells Fargo | 1.50% | $3.41M | $231.47B | 4.40% | 80 Outperform | |
| Intel | 1.47% | $3.35M | $627.85B | 483.19% | 64 Neutral |
PALC Technical Analysis
Positive
―
Price Trends
53.43
Positive
53.72
Positive
52.22
Positive
Market Momentum
0.50
Negative
64.78
Neutral
85.49
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PALC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 54.21, equal to the 50-day MA of 53.43, and equal to the 200-day MA of 52.22, indicating a bullish trend. The MACD of 0.50 indicates Negative momentum. The RSI at 64.78 is Neutral, neither overbought nor oversold. The STOCH value of 85.49 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PALC.
PALC Peer Comparison
Comparison Results
Performance Comparison
PALC
Pacer Lunt Large Cap Multi-Factor Alternator ETF
55.32
8.42
17.95%
MODL
VictoryShares WestEnd U.S. Sector ETF
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QLC
FlexShares US Quality Large Cap Index Fund
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SPHB
Invesco S&P 500 High Beta ETF
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NBCR
Neuberger Berman Core Equity ETF
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ONEY
SPDR Russell 1000 Yield Focus 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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