Pacer Lunt Large Cap Multi-Factor Alternator ETF
$55.14−0.05 (−0.10%)
- Expense ratio
- 0.60%
- Fund size
- $203M
- 1Y return
- +8.4%
- Yield · Last 12 months
- 1.26%
- Holdings
- 182
- Volume · 30D
- 0M sh
- NAV per share
- $55.66
- 52W range
The ETF.net PALC Grade
Score 41 of 100 sits in the C band. Bands: A ≥ 70, B ≥ 55, C ≥ 40, D ≥ 25, F < 25; the scale skips E.
Cost
What you pay to own it — the expense ratio plus trading frictions, ranked within its category.FScore 14Category rankMission
How faithfully it does the job it claims — tracking its mandate or index with minimal slippage.AScore 78Category rankRisk
How violently it can move — volatility, drawdown depth, and downside capture versus its category.DScore 36Category rankTradability
How cheaply and easily you can get in and out — liquidity, spread, and premium/discount stability.DScore 36Category rankHoldings
What it actually owns — the quality, breadth, and concentration of the underlying portfolio.CScore 51Category rankDurability
Whether it will still be here — the fund’s assets, age, flows, and issuer staying power.DScore 31Category rank
Our read on PALC
CMost 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
- 182
- 27%
- UNH
Sectors
- Financials32.9%
- Consumer Discr.13.4%
- Health Care12.8%
- Communication9.2%
- Technology7.9%
- Energy6.9%
- Cons. Staples5.9%
- Industrials5.0%
- Utilities4.0%
- Real Estate1.6%
- Materials0.3%
Geography
- United States95.65%
- Ireland2.09%
- Switzerland1.26%
- Bermuda0.55%
- Canada0.26%
- United Kingdom0.19%
PALC Performance
Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.
Returns run to the Sep 22, 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 | +6.4% |
| 1 month | −4.5% |
| 3 months | −6.3% |
| 1 year | +8.4% |
| 3 years | +15.1% |
| 5 years | +8.2% |
| 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 | +6.4% | |
| 2025 | +7.3% | |
| 2024 | +21.3% | |
| 2023 | +17.5% | |
| 2022 | −14.7% | |
| 2021 | +41.0% | |
| 2020 | +22.2% |
PALC in the news
ETF.net Research hasn’t filed on PALC yet — coverage lands here as it’s written.
PALC Dividends
- 1.26%
- $0.70
- $0.22 per share
- Quarterly
Distribution history
| Ex-date | Pay date | Amount per share |
|---|---|---|
| Sep 3, 2026 | Sep 8, 2026 | $0.22 |
| Jun 4, 2026 | Jun 8, 2026 | $0.08 |
| Mar 5, 2026 | Mar 9, 2026 | $0.10 |
| Dec 30, 2025 | Jan 5, 2026 | $0.29 |
| Sep 4, 2025 | Sep 10, 2025 | $0.13 |
| Jun 5, 2025 | Jun 11, 2025 | $0.08 |
| Mar 6, 2025 | Mar 12, 2025 | $0.06 |
| Dec 27, 2024 | Jan 2, 2025 | $0.18 |
| Sep 26, 2024 | Oct 2, 2024 | $0.10 |
| Jun 27, 2024 | Jul 3, 2024 | $0.10 |
| Mar 21, 2024 | Mar 27, 2024 | $0.08 |
| Dec 27, 2023 | Jan 3, 2024 | $0.14 |
PALC Risk
- 14.8%
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.
- 0.71
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.
- 0.94
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
- The middle half of US Multifactor funds
- Median 0.30%
81 of the 98 US Multifactor funds charge less.