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Pacer

Pacer Parent Rating

Average

Pacer's track record as a steward is mixed, leading to an Average Parent Pillar rating.

One notable advantage of Pacer is its below-average fees. On average, the firm's open-end and exchange-traded fund fees fall in the second-lowest quintile of category peers. The product lineup at Pacer has exhibited exemplary durability compared with peer asset managers when looked at over the past five years. Notably, its five-year risk-adjusted success ratio stands at 69%, meaning that 69% of its products have both survived and beaten their respective category median on a risk-adjusted basis. Portfolio management turnover at Pacer is higher than at peer firms, detracting from the overall assessment of the firm's stewardship. Turnover in the portfolio-management ranks can happen for a number of reasons, including mergers and liquidations, portfolio managers moving into other roles, or portfolio managers leaving the firm. In some cases, such change may not signal a serious or immediate problem at the firm, but can still be disruptive for investors, hinder the effectiveness of a firm’s investment processes, or suggest a weaker investment culture.

Pacer Investments

Exchange-Traded Funds

See All Pacer ETFs

Market

US ETFs

Total Net Assets

43.48 Bil

Investment Flows (TTM)

13.93 Bil

Asset Growth Rate (TTM)

59.54%

# of Share Classes

47
Morningstar Rating # of Share Classes
5
10
12
2
4
Not Rated 14

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