Pacer Lunt Large Cap Multi-Factor Alternator ETF
$54.67+0.08 (+0.14%)
- 0.60%
- $198M
- +10.5%
- 1.27%
- 0M sh
- $55.00
- low $49.56high $59.77
The ETF.net PALC Grade
D
Score 39 out of 100
- 86 of 99
Score 39 of 100 falls in the D band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25.
Cost
The fund’s net expense ratio, ranked against its category.F14 out of 100Rank 83 of 99Mission
Whether the fund did what it promised, tested against its stated mandate.A77 out of 100Rank 54 of 86Risk
How the fund held up when markets fell: downside volatility, drawdowns and tail loss.D34 out of 100Rank 71 of 97Tradability
How easy the fund is to trade: daily volume, and how far its price strays from net asset value.D28 out of 100Rank 83 of 99Holdings
How concentrated the fund is, and how complete and current its disclosed holdings are.C54 out of 100Rank 52 of 98Durability
Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.D29 out of 100Rank 89 of 99
Our read on PALC
DMost factor funds pick one lane and stay there. PALC rotates instead: a rules-based index shifts among value, momentum, quality and low-volatility corners of the S&P 500 rather than blending all four at once.
The fund seeks capital appreciation by using a rules-based process that rotates among factor-based strategies within S&P 500 companies.
Why people hold it
- One ticker, four factors, on a schedule. The Lunt Capital U.S. Large Cap Multi-Factor Rotation Index decides when to sit in value, momentum, quality or low volatility. No manager hunches involved.paceretfs.com
- The hunting ground is the S&P 500, so you get familiar US large caps (roughly 180 of them) rather than obscure corners of the market.paceretfs.com
- Live since 2020, with a quarterly distribution schedule, so the rotation rules have a real track record behind them instead of a backtest.
Worth knowing
- You pay for the machinery: 0.60% a year, against a 0.32% median for multi-factor peers. Static rivals like VONV (0.06%) and IUSG (0.04%) run a fraction of that.
- Rotation means the fund's personality changes. A defensive low-volatility tilt one stretch, a racier one the next, so results can wander well away from a plain S&P 500 fund.
- It trades lightly next to the giants in its category. Wider bid-ask spreads are a real cost at the moment you buy or sell, especially in size.
PALC Holdings
- Stocks
- 172
- 25%
- META
Sectors
- Financials24.5%
- Communication19.2%
- Technology17.8%
- Health Care12.5%
- Consumer Discretionary7.2%
- Energy5.4%
- Industrials4.6%
- Consumer Staples4.1%
- Utilities2.6%
- Real Estate1.7%
- Materials0.3%
Geography
- United States96.33%
- Ireland1.77%
- Netherlands0.83%
- Singapore0.59%
- Canada0.40%
- United Kingdom0.08%
PALC Performance
Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.
Not enough history yet.
PALC$11,047
Returns run to the Oct 12, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.
| Period | PALC |
|---|---|
| Year to date | +5.3% |
| 1 month | −3.1% |
| 3 months | −5.7% |
| 1 year | +10.5% |
| 3 years | +14.7% |
| 5 years | +8.1% |
| 10 years | — |
Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.
| Year | Return bar | PALC |
|---|---|---|
| 2026 YTD | +5.3% | |
| 2025 | +7.3% | |
| 2024 | +21.3% | |
| 2023 | +17.5% | |
| 2022 | −14.7% | |
| 2021 | +41.0% | |
| 2020 | +22.2% |
PALC in the news
PALC Dividends
- 1.27%
- $0.70
- $0.22 per share
- Quarterly
Distribution history
PALC Risk
- 14.9%
How it’s calculated: standard deviation
The sample standard deviation of monthly total returns, multiplied by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.
- 0.69
How it’s calculated: Sharpe ratio
Subtract each month’s Treasury-bill return from the fund’s monthly total return.
Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.
- −24.4%
How it’s calculated: maximum drawdown
The largest percentage decline from an earlier peak, using total returns with reinvested distributions.
Uses up to five years through the last close, with at least 12 months required.
- 0.95
How it’s calculated: beta
The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.
PALC Cost
0.60%
PALC0.60%
- The middle half of US Multifactor funds
- Median 0.30%
82 of the 99 US Multifactor funds charge less.
Other funds in US Multifactor
- CFADFirst Trust Multi Cap Growth AlphaDEX FundExpense ratio 0.63%1 year return +16.2%
- CFSCSFirst Trust SMID Capital Strength ETFExpense ratio 0.60%1 year return +2.6%
- DBRNYBurney U.S. Factor Rotation ETFExpense ratio 0.79%1 year return +23.6%
- DPSAIPacer Funds Trust - Pacer S&P 500 3AI Top 100 ETFExpense ratio 0.49%1 year return —
- DTHLVTHOR Equal Weight Low Volatility ETFExpense ratio 0.64%1 year return +8.5%