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Pacer Trendpilot US Mid Cap Index

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Pacer Trendpilot® US Mid Cap 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% S&P MidCap 400 Index, or 50% S&P MidCap 400 Index 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% S&P MidCap 400


Index Facts

as of 6/30/2019

Bloomberg Index Symbol PTMCTR
Exchange Index Symbol PTMCTR
Index Inception Date 6/10/15
Base Index Value 100.00
Number of Components in Index 400
Total Return Index Closing Value ($) 551.61
Weighted Average-Index Market Cap ($Trilllion) 5,830.0

Index Statistics

as of 6/30/2019

Dividend Yield 1.62
Price/Earnings 19.1
Price/Estimated Earnings 16.4
Price/Book 2.1
Price/Sales 1.3
Price/Cash Flow 9.7

There is no guarantee dividends will be paid.


Top Holdings

as of 6/30/2019

Holding Weight (%)
IDEX Corporation 0.76
STERIS plc 0.73
MarketAxess Holdings Inc. 0.71
Leidos Holdings, Inc. 0.67
Domino's Pizza, Inc. 0.67
NVR, Inc. 0.66
Trimble Inc. 0.66
Zebra Technologies Corporation Class A 0.66
FactSet Research Systems Inc. 0.64
Camden Property Trust 0.59
Total 6.75

Sector Breakdown

as of 6/30/2019

Sector Weight (%)
Financials 16.90
Industrials 15.91
Information Technology 15.68
Consumer Discretionary 12.30
Real Estate 10.13
Health Care 9.66
Materials 6.41
Utilities 4.70
Energy 3.12
Consumer Staples 2.67
Communication Services 2.52
Total 100.00

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

The Pacer Trendpilot® Index was released on 06/10/15. On 11/01/17, the equity index the Pacer Trendpilot® Index tracks changed to the S&P MidCap 400® Index. All data shown here is based on the S&P MidCap 400® as the equity index and is hypothetical, retrospectively calculated, and based on rules-based 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 or market and economic factors that may affect the actual performance.

12/31/1999 - 6/30/2019


 


Historical Performance and Volatility Comparison (%)

12/31/1999 - 6/30/2019

  Pacer Trendpilot US Mid Cap Index S&P MidCap 400 Index
Annualized Average Return 9.15 9.37
Annualized Volatility 14.29 21.01

Minimum and Maximum Calendar Year Returns (%)

12/31/1999 - 6/30/2019

  Pacer Trendpilot US Mid Cap Index S&P MidCap 400 Index
Maximum Return 36.05 (2003) 37.38 (2009)
Minimum Return -6.12 (2011) -36.23 (2008)

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: S&P. The hypothetical backtested index performance of the Pacer Trendpilot® US Mid Cap Index is shown gross of fees and reflects the reinvestment of dividends. The Pacer Trendpilot® Index was released on 06/10/15. On 11/01/17, the equity index the Pacer Trendpilot® Index tracks changed to the S&P MidCap 400® Index. All data shown here is based on the S&P MidCap 400® as the equity index and is hypothetical, retrospectively calculated, and based on rules-based 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 or market and economic factors that may affect the actual performance. The results shown are hypothetical and do not reflect actual returns.

The Pacer Trendpilot® US Mid Cap Index (the “Index”) is the property of Index Design Group, LLC which has contracted with S&P Opco, LLC (a subsidiary of S&P Dow Jones Indices LLC) to calculate and maintain the Index. The Index is not sponsored by S&P Dow Jones Indices or its affiliates or its third party licensors (collectively, “S&P Dow Jones Indices”). S&P Dow Jones Indices will not be liable for any errors or omissions in calculating the Index. “Calculated by S&P Dow Jones Indices” and the related stylized mark(s) are service marks of S&P Dow Jones Indices and have been licensed for use by Index Design Group, LLC. S&P® is a registered trademark of Standard & Poor’s Financial Services LLC (“SPFS”), and Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”).

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.