PWS : Pacer WealthShield ETF

PWS is a Allocation Market All-In-One with MODERATE fees.

PWS

Pacer WealthShield ETF

FI Score

39 /100

Expense Ratio Rating

7 /10

Expense Rating

4 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

39% FI Score
  • pws
  • ETF
  • Allocation
  • All-In-One

Pacer WealthShield ETF

Expenses: 0.60% (Better than 1% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks to track the total return performance, before fees and expenses, of the Pacer WealthShield Index. Under normal circumstances, at least 80% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in (i) the component securities of the index or (ii) ETFs that seek to track the performance of some or all of the component securities of the index in the same approximate weight as such component securities. The index utilizes a systematic risk management strategy that directs the index's exposure to U.S. equity securities, U.S. Treasury securities, or a mix of each. The fund is non-diversified.

Largest Holdings

Amount Holding
4.68% iShares 20+ Year Treasury Bond ETF
3.65% United States Treasury Bonds 3.38%
3.45% United States Treasury Bonds 2.88%
3.31% United States Treasury Bonds 3%
3.17% United States Treasury Bonds 2.38%
3.16% United States Treasury Bonds 3.12%
3.08% United States Treasury Bonds 2.25%
3.05% United States Treasury Bonds 3.62%
3.03% United States Treasury Bonds 3.75%

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