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Upturn AI Summary
Pacer PE/VC ETF(PEVC)
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 PEVC
11/06/2026: PEVC (2-star) is currently NOT-A-BUY. Pass it for now.
The Pacer PE/VC ETF (PEVC) provides exposure to public companies that exhibit private equity and venture capital-like characteristics, primarily high reinvestment rates and strong growth potential. Its main strength lies in offering a systematic, factor-based approach to growth that avoids the complexity and illiquidity of actual private equity funds. The ETF serves as a satellite holding for long-term growth-oriented portfolios. Investors should remain mindful of interest rate sensitivity and high market-related volatility. It is best suited for investors with a long-term horizon who are comfortable with the inherent risks of growth-tilted equity strategies.
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 | The fund focuses on companies with aggressive reinvestment strategies that prioritize long-term capital appreciation. |
| Momentum investor | Strong fit while signal remains positive | The fund's tendency to capture high-growth themes aligns well with momentum strategies during market upturns. |
| Value investor | Weak fit | The fund targets high-growth firms which often carry higher valuation multiples, conflicting with value-oriented strategies. |
| Dividend/Income investor | Weak fit | The fund prioritizes earnings reinvestment over dividend distribution, leading to low yield. |
| Low-risk investor | Weak fit | The focus on high-growth companies inherently introduces significant market and volatility risk. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term growth seeker who is comfortable with high volatility and does not require immediate dividend income.
Suitability
PEVC is best suited for long-term investors aiming to tilt their portfolio toward companies with high growth potential.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | The focus on growth stocks makes the portfolio sensitive to sharp price fluctuations during market shifts. |
| Market risk | Medium / high | The ETF is directly tied to the performance of the US equity market, particularly the growth segment. |
| Concentration | Medium | The rules-based selection may lead to sector concentration if specific industries dominate growth and reinvestment metrics. |
| Tracking/expense | Low | The expense ratio is competitive for a strategy-driven ETF, and tracking error is generally managed efficiently. |
| Liquidity | Medium | While underlying assets are liquid, the ETF itself may see wider spreads during periods of extreme market stress. |
| Business/sector quality | Medium | Success depends on the ability of the underlying companies to maintain high growth and reinvestment rates over time. |
Risk Analysis
Volatility
PEVC exhibits higher volatility than broad market indices due to its focus on growth-oriented, high-reinvestment companies.
Market Risk
The fund carries systemic market risk; its holdings are sensitive to macroeconomic factors such as interest rate policy and consumer spending.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large-Cap Growth Equities | 60 | The fund heavily tilts toward large-cap companies that demonstrate high reinvestment rates consistent with aggressive growth strategies. |
| Market capitalization | US Mid-Cap Growth Equities | 30 | Mid-cap exposure provides a growth engine by capturing companies in their prime expansion phase. |
| Cash/collateral | Cash and Cash Equivalents | 10 | A small cash position is maintained for liquidity and to facilitate daily rebalancing of the underlying index constituents. |
Analysis of Past Performance
Type ETF | Historic Profit 22.58% | Avg. Invested days 69 | 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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