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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 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.

Pacer Trendpilot US Bond ETF retains its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PTBD

More PTBD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 3.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

U.S. Bank Money Market Deposit Account

1.15 1.9 Mil
Cash and Equivalents

DEPOSITS WITH BROKER FOR SHORT POSITIONS

1.15 1.9 Mil
Cash and Equivalents

Medline Borrower LP 3.88%

0.42 699,027
Corporate

Tibco Software Inc 6.5%

0.39 649,165
Corporate

Cloud Software Group Inc. 9%

0.37 622,300
Corporate

Directv Financing LLC/Directv Financing Co-Obligor Inc. 5.88%

0.37 611,983
Corporate

HUB International Ltd. 7.25%

0.35 578,925
Corporate

DISH Network Corporation 11.75%

0.35 578,821
Corporate

Venture Global LNG Inc. 9.5%

0.34 572,578
Corporate

Teva Pharmaceutical Finance Netherlands III B.V. 3.15%

0.33 545,414
Corporate