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Pacer WealthShield Index

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Pacer WealthShield Index

The Index utilizes a systematic risk management strategy that directs the Index’s exposure to either 100% equities, or a blend of equity and 3 month US treasury bills, or 100% 20 year treasury bonds, or 100% 3 month US treasury bills (3 month US T-bills). Equity exposures are selected from 10 S&P Sector Indices, the S&P Biotech Select Industry Index, and the Dow Jones Internet Composite Index.
 

Index Methodology

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


Current Exposure

Tracking: Risk On
Sectors: Information Technology, Financials, Health Care, BioTech, Internet
 


Index Facts

as of 12/11/17
 

Bloomberg Index Symbol PWSTR
Exchange Index Symbol PWSTR
Index Inception Date 12/11/2017
Base Index Value -
Number of Components in Index 320
Total Return Index Closing Value ($) -
Total Index Market Capitalization ($ Trillion) 14,453,218.4

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Index Statistics

as of 12/11/17
 

Dividend Yield 0.9
Price/Earnings 23.5
Price/Estimated Earnings 20.3
Price/Book 3.4
Price/Sales 3.5
Price/Cash Flow 16.0

There is no guarantee dividends will be paid.

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Top 10 Holdings

as of 12/11/17
 

Pacer WealthShield Index
Holding Weight (%)
Apple, Inc. 3.41
Facebook, Inc. Class A 3.30
Microsoft Corporation 2.51
Johnson & Johnson 2.32
Berkshire Hathaway Inc. Class B 2.30
JPMorgan Chase & Co. 2.26
Alphabet Inc. Class C 2.23
Allphabet Inc. Class A 2.23
Amazon.com, Inc. 1.89
Bank of America Corporation 1.73
Total 24.18

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Sector Breakdown

as of 12/11/17
 

Pacer WealthShield Index
Sector Weight (%)
Information Technology 20.93
Financials 20.71
Internet 20.46
Health Care 19.52
Biotechnology 18.38
Total 100.00

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

12/31/04 - 12/11/17
 



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Historical Performance and Volatility Comparison (%)

12/31/04 - 12/11/17
 

  Pacer WealthShield Index S&P 500 Index
Annualized Average Return 16.07 8.51
Annualized Volatility 14.43 18.91

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Minimum and Maximum Calendar Year Returns (%)

12/31/04 - 12/11/17
 

  Pacer WealthShield Index S&P 500 Index
Maximum Return 41.00
(2013)
32.39
(2013)
Minimum Return 0.69
(2016)
-37.00
(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.
FOR INSTITUTIONAL INVESTORS ONLY. NOT FOR USE WITH THE RETAIL PUBLIC.

Source: S&P. The hypothetical backtested index performance of the Pacer WealthShield Index is shown net of fees and reflects the reinvestment of dividends. The Pacer WealthShield Index was released on 12/11/17. All data shown here 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.

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.

The Pacer WealthShield 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 Indices. 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.