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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.

Increased confidence in Pacer Trendpilot US Bond ETF's prospects relative to its Morningstar Category peers results in an upgrade in this strategy's Morningstar Medalist Rating to Bronze from Neutral.

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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

DEPOSITS WITH BROKER FOR SHORT POSITIONS

1.65 2.9 Mil
Cash and Equivalents

Medline Borrower LP 3.88%

0.42 730,578
Corporate

Tibco Software Inc 6.5%

0.40 692,777
Corporate

Venture Global LNG Inc. 9.5%

0.37 647,768
Corporate

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

0.37 639,784
Corporate

HUB International Ltd. 7.25%

0.35 613,276
Corporate

Teva Pharmaceutical Finance Netherlands III B.V. 3.15%

0.33 580,279
Corporate

CCO Holdings, LLC/ CCO Holdings Capital Corp. 5.13%

0.33 567,703
Corporate

Intelsat Jackson Holdings SA 6.5%

0.32 563,063
Corporate

Cloud Software Group Inc. 9%

0.32 555,713
Corporate