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Morningstar

Pacer Metaurus US Lg Cp Dvd Mltp 300 ETF TRPL

Morningstar Analyst Rating
Quantitative rating as of | See Pacer Investment Hub

Morningstar’s Analysis TRPL

Will TRPL 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 TRPL’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the TRPL 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 TRPL’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Pacer Metaurus US Lg Cp Dvd Mltp 300 ETF’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

Unlock our full analysis with Morningstar Investor

Portfolio Holdings TRPL

More TRPL Holdings
  • Current Portfolio Date Mar 27, 2023
  • Equity Holdings 501
  • Bond Holdings 0
  • Other Holdings 9
  • % Assets in Top 10 Holdings 31.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

6.32
55,398
Technology

U.S. Bank Money Market Deposit Account

5.86
51,382
Cash and Equivalents

Microsoft Corp

5.52
48,366
Technology

DEPOSITS WITH BROKER FOR SHORT POSITIONS

4.90
42,965
Cash and Equivalents

S&P 500 Future Dec 23

3.92
34,368
—

S&P 500 Future Dec 25

3.67
32,193
—

S&P 500 Future Dec 24

3.53
30,968
—

Amazon.com Inc

2.35
20,588
Consumer Cyclical

NVIDIA Corp

1.76
15,388
Technology

Alphabet Inc Class A

1.64
14,344
Communication Services