The issuer of the Pacer WealthShield ETFs (PWS) is Pacer Advisors, Inc. PWS employs a passive management investment approach, seeking to track the total return performance of its proprietary index, which utilizes a systematic risk management strategy to allocate exposure between U.S. equity securities and U.S. Treasury securities. With a focus on trend-following and risk management, Pacer Advisors aims to provide investors with a balanced approach to navigating the complexities of the market.
The Pacer WealthShield ETF (PWS) employs a systematic investment approach designed to track the performance of its proprietary index. This index utilizes a trend-following strategy based on a combination of factors, including the strength of the high-yield corporate bond market relative to U.S. Treasury bonds and the momentum of specific U.S. equity sectors or industries. The ETF's dividend is influenced by its exposure, shifting between equity and fixed income components based on its rules-based strategy, potentially impacting the income distribution for investors.
The Pacer WealthShield ETF (PWS) employs a systematic risk management strategy to achieve its tracking objective. Utilizing a proprietary methodology developed by Index Design Group, PWS aims to track the total return performance of an index. This index employs a trend-following approach, directing its tracking either to U.S. equity securities or U.S. Treasury securities based on factors such as the high-yield corporate bond market's strength relative to U.S. Treasury bonds and the momentum of certain U.S. equity tracking signals. This approach allows PWS to dynamically allocate between equities and fixed income, providing investors with a versatile investment tool for navigating market conditions.
The Pacer Trendpilot US Large Cap ETF (PWS) employs a unique trend-following strategy to dynamically adjust its exposure between U.S. equities and fixed income. This strategy is determined by the correlation between the high-yield corporate bond market and U.S. Treasury bonds, as well as the momentum of specific U.S. equity sectors. PWS aims to provide investors with a balanced approach that adapts to prevailing market conditions, seeking to achieve a higher correlation with its target index by dynamically shifting its allocation based on these correlation-driven factors.
The Pacer WealthShield ETF (PWS) employs a systematic risk management strategy that dynamically adjusts its exposure between U.S. equity securities and U.S. Treasury securities. This approach is based on the strength of the high-yield corporate (junk) bond market relative to U.S. Treasury bonds and the momentum of specific U.S. equity sectors or industries. PWS aims to provide investors with a dynamic investment solution that seeks to capture potential opportunities in both equities and fixed income while maintaining a focus on risk management.
The Pacer Trendpilot US Large Cap ETF (PWS) employs a systematic risk management strategy to determine its exposure between U.S. equity securities and U.S. Treasury securities. The ETF tracks the proprietary Index Design Group's methodology, assessing the strength of the high-yield corporate bond market relative to U.S. Treasury bonds and the momentum of specific U.S. equity exposures or industries. Based on this analysis, PWS dynamically adjusts its exposure, aiming to capture market trends and manage risk effectively.
ETF Insider is a data-driven portfolio analytics and optimization platform that introduces a more efficient and practical way to visualize, analyze and optimize portfolios.
Rather than focusing on the surface-level attributes of ETFs and Mutual Funds, ETF Insider goes deeper by examining the underlying holdings of exchange traded products.
By organizing and structuring that data, investors can easily navigate within their overlapping layers.
This innovative perspective combined with modern data visualization and modeling tools, provides an entirely new approach to portfolio optimization that can quickly expose both portfolio inefficiencies and opportunities.
6 min readDiscover the DRN ETF and the PWS ETF - Explore two popular exchange-traded funds (ETFs) that offer unique investment opportunities. Learn about their strategies, objectives, and potential benefits for investors looking to diversify their portfolios.
4 min readThis informative article provides a thorough examination of the JJOFF ETF, an Exchange Traded Fund specifically targeting the commodities sector. With a deep dive into its structure, risk factors, and potential rewards, this article is a must-read for investors seeking a nuanced understanding of this commodity-focused financial vehicle.
6 min readCompare the IAT and VFH ETFs with our thorough analysis. Dive into the performance metrics, underlying assets, and investment strategies.
ETF Insider is a novel portfolio optimization tool that uses the power of data visualization to gain insight into portfolio compositions, concentration risks, portfolio efficiency and more. Complex financial data can be transformed into visually appealing and easily digestible graphs and charts, allowing investors to quickly identify trends and make well-informed investment decisions. Not only does this save time, but it also increases the accuracy and effectiveness of portfolio management.
