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Pacer Wilshire US Large-Cap Trendpilot Index


Pacer Wilshire US Large-Cap Trendpilot® Index

The Index uses an objective, rules-based methodology to implement a systematic trend following strategy that directs the Index’s exposure to either 100% Wilshire US Large-Cap® Index, 50% Wilshire US Large-Cap® and 50% 3-Month US Treasury bills, or 100% 3-Month US Treasury bills.

Index Methodology

Index Facts | Index Statistics | Top 10 Holdings | Sector Breakdown | Hypothetical Growth |
Historical Performance | Calendar Year Returns

Current Exposure

Tracking: 100% Wilshire US Large-Cap Index

Index Facts

as of 6/30/17

Bloomberg Index Symbol PWTLC
Exchange Index Symbol PWTLC
Index Inception Date 6/10/15
Base Index Value 321.37
Number of Components in Index 745
Total Return Index Closing Value ($) 344.02
Total Index Market Capitalization ($ Trillion) 23,649,808.38

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Index Statistics

as of 6/30/17

Dividend Yield 1.98
Price/Earnings 21.25
Price/Estimated Earnings 18.90
Price/Book 2.93
Price/Sales 2.12
Price/Cash Flow 12.58

There is no guarantee dividends will be paid.

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Top 10 Holdings

as of 6/30/17

Pacer Wilshire US Large-Cap Trendpilot Index
Holding Weight (%)
Apple Inc. 3.56
Microsoft Corporation 2.53
Alphabet Inc. Class C 2.47 Inc. 1.84
Berkshire Hathaway Inc. Class B 1.73
Johnson & Johnson 1.69
Exxon Mobil Corporation 1.62
Facebook Inc. Class A 1.60
JPMorgan Chase & Co. 1.54
Wells Fargo & Company 1.19
Total 19.77

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Sector Breakdown

as of 6/30/17

Pacer Wilshire US Large-Cap Trendpilot Index
Sector Weight (%)
Information Technology 21.49
Financials 15.17
Health Care 13.32
Consumer Discretionary 12.53
Industrials 10.46
Consumer Staples 9.18
Energy 5.95
Real Estate 3.38
Utilities 3.17
Materials 3.00
Telecommunication Services 2.30
Unassigned 0.04
Total 100.00

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Hypothetical Growth of $10,000 (Gross of Fees)

All performance data presented for the Pacer WIlshire US Large-Cap Trendpilot Index before 6/10/15 is backtested.

12/31/99 - 6/30/17

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Historical Performance and Volatility Comparison (%)

12/31/99 - 6/30/17

  Pacer Wilshire US Large-Cap Trendpilot Index Wilshire US Large-Cap IndexSM
Annualized Average Return 7.31 5.00
Annualized Volatility 11.75 19.54

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Minimum and Maximum Calendar Year Returns (%)

12/31/99 - 6/30/17

  Pacer Wilshire US Large-Cap Trendpilot Index Wilshire US Large-Cap IndexSM
Maximum Return 31.54 (2013) 32.33 (2013)
Minimum Return -6.68 (2008) -37.06 (2008)

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All Indexes shown are Total Return Indexes.


Source: Wilshire and Bloomberg. The Pacer Wilshire US Large-Cap Trendpilot® Index data was released on 06/10/15. Therefore, all Pacer Index data included in this document before that date is hypothetical, retrospectively calculated, and is based on criteria applied retroactively with the benefit of hindsight and knowledge of factors that may have positively affected its performance, and cannot account for all financial risk that may affect the actual performance. The actual performance may vary significantly from the retroactively calculated Index performance data contained herein. The Index data presented is gross of fees and does not include the deduction of management fees, transaction costs or expenses.

This material is presented for general information purposes only, and does not constitute an offer to sell securities.

The information contained in this document is provided without express or implied warranties of any kind. To the fullest extent allowable by law, Index Design Group expressly disclaims any and all such warranties, including, but not limited to, implied warranties of merchantability and fitness for a particular purpose, and further disclaims all liability for errors and omissions in these materials and for the use or interpretation by others of information contained herein.

Pacer Wilshire US Large-Cap Trendpilot® Index is the property of Index Design Group, LLC (“IDG”) based on methodology supplied by IDG and is Powered by WilshireSM. Indices Powered by WilshireSM are generally based on third party methodology, but maintained and calculated by Wilshire Associates Incorporated (“Wilshire”). Wilshire makes no representations or warranties, express or implied, regarding the methodology used to calculate the Indices; the intended purpose of the Indices; the ability of the Indices to accurately represent the asset class or market sector that it purports to represent; nor advisability of investing in an investment product based on the Indices that is not sponsored, endorsed, sold, or promoted by Wilshire. Wilshire shall have no liability for any errors, omissions, or interruptions of any Index or the data included therein.

Wilshire®, Wilshire IndexesSM, Wilshire US Large-Cap IndexSM, Wilshire US Mid-Cap IndexSM, Wilshire 5000 Total Market IndexSM, Wilshire Small Cap IndexSM, and Powered by WilshireSM are service marks of Wilshire Associates Incorporated, Santa Monica, California. All other trade names, trademarks, and/or service marks are the property of their respective holders.

The Indexes and services offered by Index Design Group, LLC. are not guaranteed as far as return and/or principal and investors may, in fact, lose money. Investment professionals should review the appropriateness and suitability of any investment to ensure it meets the risk parameters of the client. This document is neither a solicitation or an offer to buy any interest in any of our offerings. Certain investments may be purchased only by qualified individuals or institutions.

Index performance returns are for illustrative purposes only and do not represent actual fund or portfolio performance. Investing involves risks, including possible loss of principal.