PALC - ETF AI Analysis
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Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC)
Rating:73Outperform
Price Target:―
Positive Factors
Solid Recent Performance
The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Quality Large-Cap Holdings
Many of the top positions are well-known, established large companies in health care, technology, and consumer sectors that have generally held up well.
Broad Sector Diversification
The fund spreads its investments across many different industries, which can help reduce the impact if any one sector struggles.
Negative Factors
Higher Expense Ratio
The fund’s fee is on the higher side for an ETF, which can slowly eat into long-term returns compared with lower-cost options.
Heavy U.S. Concentration
Almost all of the ETF’s assets are invested in U.S. companies, offering little geographic diversification if the U.S. market weakens.
Mixed Performance Among Top Holdings
Some of the largest positions, particularly in technology and payments, have been weak recently, which could drag on overall fund performance if the trend continues.
PALC vs. SPDR S&P 500 ETF (SPY)
AUM229.61M
RegionNorth America
Expense Ratio0.60%
Beta0.77
IssuerPacer
Inception DateJun 24, 2020
Dividend Yield0.74%
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. Volume17,487
30 Day Avg. Volume13,801
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
60.09Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering191
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
PALC Summary
PALC is an ETF that follows the Lunt Capital U.S. Large Cap Multi-Factor Rotation Index, focusing on big, well-known U.S. companies. It spreads your money across several sectors like health care, technology, and consumer staples. Top holdings include familiar names such as Merck, UnitedHealth, Adobe, Visa, and Costco. The fund tries to pick large companies with attractive traits like solid growth or quality, which can make it useful as a core holding for long-term growth and diversification. A key risk is that it still moves with the overall stock market, so its value can go up and down, sometimes sharply.
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 U.S. large caps with a clear tilt toward health care, tech, and industrials. Merck has been a quiet engine, rising over the past few months and helping offset pressure elsewhere, while Costco and Intel are also pulling their weight with solid, upward trends. On the flip side, UnitedHealth has been lagging, and payment giants Visa and Mastercard have lost some momentum, acting more like a headwind than a help. Apple and Adobe are treading water, keeping tech exposure meaningful but not the main performance driver right now.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Exxon Mobil | 2.90% | $6.67M | $620.89B | 36.96% | 74 Outperform | |
| Costco | 2.47% | $5.69M | $436.89B | 0.54% | 72 Outperform | |
| Visa | 2.36% | $5.44M | $602.13B | -3.82% | 70 Outperform | |
| Mastercard | 2.35% | $5.41M | $463.71B | 0.77% | 75 Outperform | |
| Apple | 2.31% | $5.31M | $3.91T | 37.19% | 79 Outperform | |
| Chevron | 2.29% | $5.28M | $368.97B | 33.45% | 71 Outperform | |
| GE Aerospace | 2.25% | $5.19M | $328.00B | 67.30% | 72 Outperform | |
| Bank of America | 2.25% | $5.19M | $389.84B | 44.10% | 72 Outperform | |
| Berkshire Hathaway B | 2.21% | $5.08M | $1.02T | -8.42% | 66 Neutral | |
| Lam Research | 2.18% | $5.02M | $331.12B | 319.70% | 77 Outperform |
PALC Technical Analysis
Positive
―
Price Trends
53.64
Positive
53.25
Positive
51.81
Positive
Market Momentum
0.14
Negative
61.35
Neutral
88.56
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 52.49, equal to the 50-day MA of 53.64, and equal to the 200-day MA of 51.81, indicating a bullish trend. The MACD of 0.14 indicates Negative momentum. The RSI at 61.35 is Neutral, neither overbought nor oversold. The STOCH value of 88.56 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
54.03
9.47
21.25%
EFIV
SPDR S&P 500 ESG ETF
―
―
―
BALI
BlackRock Advantage Large Cap Income ETF
―
―
―
MODL
VictoryShares WestEnd U.S. Sector ETF
―
―
―
QLC
FlexShares US Quality Large Cap Index Fund
―
―
―
ONEY
SPDR Russell 1000 Yield Focus ETF
―
―
―
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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