The TRFK issuer, managed by Pacer The Fund, utilizes a passive management approach, tracking the total return performance of the Pacer Data Transmission and Communication Revolution Index. Established in 2022, this index is governed by a proprietary methodology owned by the Index Design Group (IDG), an affiliate of Pacer Advisors, Inc., the Fund’s investment adviser. The index comprises globally-listed stocks and depositary receipts of companies generating at least 50% of their revenues from data-related activities or ancillary services enabling data usage. These companies must meet specific investibility requirements, including a market capitalization of US$1 billion or more and a three-month average daily value traded of at least US$2 million. The index is reconstituted and rebalanced annually, with constituents weighted based on free-float market capitalization, subject to certain constraints. As of June 30, 2023, the index consisted of 80 constituents, with significant exposure to the Industrials and Information Technology Sectors and limited exposure to European companies. The Fund, employing a replication strategy, mirrors the index’s composition and concentration, investing predominantly in companies within these sectors, thus providing investors with exposure to the Data and Digital Revolution.
TRFK Dividend, managed by Pacer The Fund, adopts a passive management strategy aimed at mirroring the performance of the underlying index, the Pacer Data Transmission and Communication Revolution Index. This index, established in 2022 and governed by the proprietary methodology of the Index Design Group (IDG), focuses on globally-listed stocks and depositary receipts of companies deriving at least 50% of their revenues from data-related activities or supporting services. These companies must meet specific investibility criteria, including a minimum market capitalization and trading volume. With annual reconstitution and rebalancing, the index's constituents are weighted based on free-float market capitalization, subject to predefined constraints. As of June 30, 2023, the index comprised 80 constituents, providing exposure primarily to the Industrials and Information Technology Sectors. TRFK Dividend aims to deliver returns consistent with the index by employing a replication strategy, ensuring investors access to potential dividends generated by constituent companies while maintaining a portfolio alignment with the Data and Digital Revolution theme.
TRFK Tracking, managed by Pacer The Fund, follows a passive investment approach designed to closely track the performance of its benchmark index, the Pacer Data Transmission and Communication Revolution Index. Established in 2022 and governed by the proprietary methodology of the Index Design Group (IDG), this index consists of globally-listed stocks and depositary receipts of companies deriving at least 50% of their revenues from data-related activities or supporting services. The index constituents are selected based on specific investibility requirements, including market capitalization and trading volume, and undergo annual reconstitution and rebalancing. With a focus on replicating the index's composition, TRFK Tracking aims to provide investors with returns that closely match those of the underlying index, thereby offering exposure to the Data and Digital Revolution while maintaining low tracking error. Through this strategy, investors can benefit from the potential growth opportunities within the data-driven sectors while minimizing deviations from the benchmark's performance.
TRFK Correlation, managed by Pacer The Fund, employs a passive investment strategy aimed at maintaining a strong correlation with its benchmark index, the Pacer Data Transmission and Communication Revolution Index. Established in 2022 and governed by the proprietary methodology of the Index Design Group (IDG), this index comprises globally-listed stocks and depositary receipts of companies deriving significant revenues from data-related activities or ancillary services. These constituents are selected based on strict investibility criteria, including market capitalization and trading volume, and undergo annual reconstitution and rebalancing. TRFK Correlation aims to closely mirror the composition and performance of the benchmark index, ensuring that investors benefit from a high degree of correlation with the Data and Digital Revolution theme. By aligning its portfolio with the index constituents, the fund aims to provide investors with returns that closely track those of the underlying benchmark, thereby offering exposure to the potential growth opportunities within the data-driven sectors while minimizing correlation risk.
TRFK Sector, managed by Pacer The Fund, adopts a passive investment strategy focused on providing exposure to specific sectors within the market. This fund aims to closely track the performance of its benchmark index, the Pacer Data Transmission and Communication Revolution Index, which was established in 2022 and is governed by the proprietary methodology of the Index Design Group (IDG). Comprising globally-listed stocks and depositary receipts of companies heavily involved in data-related activities or supporting services, the index undergoes annual reconstitution and rebalancing to ensure alignment with its investment objectives. TRFK Sector aims to replicate the sectoral composition of the index, enabling investors to gain targeted exposure to industries at the forefront of the Data and Digital Revolution. By investing in companies with significant revenues derived from data-related activities, TRFK Sector provides investors with the opportunity to participate in the growth potential of these sectors while minimizing sector-specific risks through a diversified portfolio approach.
TRFK Exposure, managed by Pacer The Fund, pursues a passive investment strategy aimed at offering investors exposure to specific market segments. This fund is designed to closely track the performance of its benchmark index, the Pacer Data Transmission and Communication Revolution Index. Established in 2022 and governed by the proprietary methodology of the Index Design Group (IDG), the index comprises globally-listed stocks and depositary receipts of companies heavily engaged in data-related activities or supporting services. These constituents are selected based on stringent investibility criteria and undergo annual reconstitution and rebalancing. TRFK Exposure aims to replicate the sectoral exposure of the index, allowing investors to capitalize on the growth potential of industries leading the Data and Digital Revolution. By investing in companies with significant revenues derived from data-related activities, TRFK Exposure provides investors with targeted exposure to sectors poised for growth while mitigating specific risks through a diversified portfolio approach.
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