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Upturn AI Summary
Pacer Lunt Large Cap Multi-Factor Alternator ETF(PALC)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for PALC
11/06/2026: PALC (2-star) is currently NOT-A-BUY. Pass it for now.
PALC provides exposure to large-cap U.S. equities by rotating between momentum and low-volatility factors based on a quantitative signal. Its primary strength lies in its disciplined, rules-based approach which seeks to balance growth potential with risk mitigation. It is best used as a core or satellite holding for investors seeking systematic factor allocation without the need for manual rebalancing. Key risks include the potential for performance drag during sideways markets and the higher expense ratio compared to static index products. The fund is well-suited for investors who prioritize a quantitative, objective approach to navigating changing market regimes.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit while signal remains positive | When the momentum signal is active, the fund aligns well with growth-seeking objectives. |
| Momentum investor | Strong fit while signal remains positive | The fund is specifically designed to tilt toward momentum when market conditions favor that style. |
| Value investor | Mixed fit | While low-volatility components can overlap with value, this fund is not a pure-play value investment. |
| Dividend/Income investor | Mixed fit | Income is not the primary objective, though some underlying stocks may provide dividends. |
| Low-risk investor | Strong fit while signal remains positive | The low-volatility rotation component provides a structural mechanism to mitigate drawdown risk. |
Investor Profile
Ideal Investor Profile
The ideal investor is a medium-to-long-term participant looking for a systematic, hands-off way to manage factor exposure.
Suitability
It is best suited for passive-plus investors who want more active management than a basic index fund but prefer a rules-based approach over discretionary stock picking.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The fund is designed to manage volatility, but rotational lag can expose investors to sudden market reversals. |
| Market risk | Medium / high | As an equity-based fund, it remains subject to systemic market declines. |
| Concentration | Medium | The fund's active rotation may lead to temporary concentrations in specific sectors favored by the current factor signal. |
| Tracking/expense | Low | The strategy is transparent, though the active management fee is higher than passive index funds. |
| Liquidity | Low | Underlying large-cap holdings are highly liquid, minimizing execution risk for most retail sizes. |
| Business/sector quality | Medium | The quality of the portfolio depends on the fundamental strength of the stocks captured by the rotation indices. |
Risk Analysis
Volatility
PALC displays moderate volatility, dampened by its low-volatility component, but is subject to rotational turnover risk.
Market Risk
The fund carries systemic market risk inherent to large-cap U.S. equities, which cannot be diversified away entirely.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Investment factor | Large Cap Momentum Equities | 50 | This exposure captures stocks showing strong price trends to capitalize on market momentum. |
| Investment factor | Large Cap Low Volatility Equities | 50 | This exposure focuses on stocks with lower price fluctuations to provide defensive characteristics during market stress. |
Analysis of Past Performance
Type ETF | Historic Profit 25.37% | Avg. Invested days 61 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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