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Morningstar

Pacer WealthShield ETF PWS

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

Morningstar’s Analysis PWS

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

People Pillar

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

Despite People Pillar weakness and an Average Process Pillar, Pacer WealthShield ETF gets enough right to retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PWS

More PWS Holdings
  • Current Portfolio Date
  • Equity Holdings 1
  • Bond Holdings 0
  • Other Holdings 6
  • % Assets in Top 10 Holdings < 0.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bills 0%

58.79
13,731,194
Government

United States Treasury Bills 0%

20.01
4,674,768
Government

United States Treasury Bills 0%

19.71
4,604,345
Government

U.S. Bank Money Market Deposit Account

1.52
354,378
Cash and Equivalents

Contra Achillion Pharm

0.01
2,509
—

ABIOMED INC

0.00
0
—

DEPOSITS WITH BROKER FOR SHORT POSITIONS

−0.04
−9,972
Cash and Equivalents