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Upturn AI Summary
Pacer Lunt MidCap Multi-Factor Alternator ETF(PAMC)
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 PAMC
11/06/2026: PAMC (2-star) is currently NOT-A-BUY. Pass it for now.
PAMC is an actively managed ETF that provides targeted exposure to U.S. mid-cap equities by alternating between high-beta and low-volatility sub-indices. Its main strength is a disciplined, rules-based strategy designed to adapt to different market cycles. It is best used as a tactical holding within a broader equity portfolio, though investors must weigh its higher expense ratio and potential for strategy-induced tracking error against the potential for risk-adjusted returns. Key risks include the volatility inherent in the rotational strategy and standard mid-cap equity market exposure. It is most suitable for investors who believe in systematic, model-based factor rotation and are comfortable with the risks of active tactical management.
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 | Mixed fit | The fund may tilt toward high-beta growth stocks during specific cycles, but its core mandate is factor rotation rather than pure growth capture. |
| Momentum investor | Strong fit while signal remains positive | The fund's design is inherently aligned with momentum-seeking behavior as it shifts exposure to follow favorable market trends. |
| Value investor | Mixed fit | While it may rotate into value-tilted stocks, it is not a dedicated value fund. |
| Dividend/Income investor | Weak fit | The fund is not structured for income generation or dividend yield optimization. |
| Low-risk investor | Mixed fit | The fund can provide low-volatility exposure, but its alternating nature implies periods of higher risk and volatility. |
Investor Profile
Ideal Investor Profile
Investors looking for a tactical, mid-cap equity vehicle that attempts to navigate changing market regimes systematically.
Suitability
Best suited for intermediate to long-term investors comfortable with active strategy rotations and higher costs in exchange for potential systematic outperformance.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | The strategy's periodic shift into high-beta stocks can increase portfolio volatility significantly. |
| Market risk | High | As an equity-focused ETF, it is subject to the inherent risks of the U.S. mid-cap stock market. |
| Concentration | Medium | The fund focuses exclusively on the S&P MidCap 400, limiting diversification outside this sector. |
| Tracking/expense | Medium | The active rotational strategy results in a higher expense ratio compared to passive benchmarks. |
| Liquidity | Medium | Lower average daily volume compared to larger ETFs may lead to wider spreads during stress. |
| Business/sector quality | Medium | The rules-based selection may rotate into segments of the mid-cap market that are underperforming or fundamentally weak. |
Risk Analysis
Volatility
PAMC's volatility is variable, designed to range from lower than the market (in defensive mode) to higher than the market (in high-beta mode).
Market Risk
The fund is fully exposed to systematic market risk and the specific sector-weighting risks inherent in the mid-cap equity universe.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Mid-Cap Equities | 99 | The fund provides concentrated exposure to the S&P MidCap 400 universe. |
| Cash/collateral | Cash and Cash Equivalents | 1 | Minor residual cash is held for operational liquidity and rebalancing purposes. |
Analysis of Past Performance
Type ETF | Historic Profit 24.73% | Avg. Invested days 55 | 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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