Morningstar

Pacer Trendpilot US Bond ETF PTBD

Morningstar Medalist Rating
Medalist Rating as of | See Pacer Investment Hub

Morningstar’s Analysis PTBD

Will PTBD outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PTBD’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PTBD management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PTBD’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Pacer Trendpilot US Bond ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PTBD

More PTBD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 3.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

OTHER ASSETS AND LIABILITIES

1.65 1M
—

U.S. Bank Money Market Deposit Account

0.67 587,672
Cash and Equivalents

1261229 Bc Ltd. 10%

0.56 490,256
Corporate

Meridian Arc Holdco LLC 6.25%

0.50 435,875
Corporate

EchoStar Corp. 10.75%

0.47 409,930
Corporate

Medline Borrower LP 5.25%

0.33 288,079
Corporate

Prior Rno Property Owner 1 LLC 6.5%

0.33 286,922
Corporate

TransDigm, Inc. 6.38%

0.32 283,894
Corporate

Tibco Software Inc 6.5%

0.32 283,602
Corporate

TransDigm, Inc. 6.75%

0.32 282,350
Corporate

Sponsor Center