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Pacer Wilshire US Mid-Cap Trendpilot Index

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Pacer Wilshire US Mid-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 Mid-Cap® Index, or 50% Wilshire US Mid-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 Mid-Cap Index


Index Facts

as of 6/30/17

 
Bloomberg Index Symbol PWTMC
Exchange Index Symbol PWTMC
Index Inception Date 6/11/15
Base Index Value 431.16
Number of Components in Index 494
Total Return Index Closing Value (%) 501.68
Total Index Market Capitalization ($ Trillion) 2,560,073.63

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Index Statistics

as of 6/30/17

 
Dividend Yield 2.10
Price/Earnings 23.19
Price/Estimated Earnings 19.95
Price/Book 2.42
Price/Sales 1.64
Price/Cash Flow 11.57

There is no guarantee dividends will be paid.

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Top 10 Holdings

as of 6/30/17

 
Pacer Wilshire US Mid-Cap Trendpilot Index
Holding Weight (%)
DXC Technology Co. 1.10
Gartner Inc. 0.50
E*TRADE Financial Corporation 0.49
Align Technology Inc. 0.49
FMC Corporation 0.47
Packaging Corporation of America 0.45
Leucadia National Corporation 0.42
Cadence Design Systems Inc. 0.41
Camden Property Trust 0.41
NVR Inc. 0.40
Total 5.15

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Sector Breakdown

as of 6/30/17

 
Pacer Wilshire US Mid-Cap Trendpilot Index
Sector Weight (%)
Financials 21.31
Information Technology 18.64
Industrials 13.39
Consumer Discretionary 11.24
Health Care 8.80
Materials 6.92
Real Estate 6.60
Utilities 4.78
Energy 4.39
Consumer Staples 3.10
Telecommunication Services 0.47
Unassigned 0.37
Total 100.00

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

All performance data presented for the Pacer WIlshire US Mid-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 Mid-Cap Trendpilot Index Wilshire US Mid-Cap IndexSM
Annualized Average Return 9.65 8.38
Annualized Volatility 14.19 21.58

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Minimum and Maximum Calendar Year Returns (%)

12/31/99 - 6/30/17

 
  Pacer Wilshire US Mid-Cap Trendpilot Index Wilshire US Mid-Cap IndexSM
Maximum Return 36.78 (2013) 44.15 (2009)
Minimum Return -7.53 (2011) -38.86 (2008)

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All Indexes shown are Total Return Indexes.

PAST PERFORMANCE (WHETHER RETROSPECTIVELY CALCULATED OR ACTUAL HISTORICAL) IS NOT INDICATIVE OF FUTURE RESULTS. YOU CANNOT INVEST DIRECTLY IN AN INDEX.

Source: Wilshire and Bloomberg.

The Pacer Wilshire US Mid-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.

Pacer Wilshire US Mid-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.