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Upturn AI SWOT - About
Pacer CFRA-Stovall Equal Weight Seasonal Rotation (SZNE)
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Upturn Advisory Summary
10/24/2025: SZNE (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -4.83% | Avg. Invested days 33 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.94 | 52 Weeks Range 29.97 - 39.24 | Updated Date 06/30/2025 |
52 Weeks Range 29.97 - 39.24 | Updated Date 06/30/2025 |
Upturn AI SWOT
Pacer CFRA-Stovall Equal Weight Seasonal Rotation
ETF Overview
Overview
The Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF (SZNE) seeks to track the CFRA-Stovall Research Equal Weight Seasonal Rotation Index, focusing on sectors that historically outperform during specific seasons of the year through equal-weighted sector allocation.
Reputation and Reliability
Pacer ETFs is known for its trend following and strategy-driven ETF products, generally regarded as a reliable issuer.
Management Expertise
Pacer Financial has a dedicated team with experience in developing and managing rule-based investment strategies.
Investment Objective
Goal
To track the performance of the CFRA-Stovall Research Equal Weight Seasonal Rotation Index before fees and expenses.
Investment Approach and Strategy
Strategy: The ETF uses a rules-based approach to rotate between sectors based on historical seasonal performance trends.
Composition The ETF invests in stocks by allocating equally among sectors selected based on a seasonal rotation strategy. Usually investing in other sector ETFs.
Market Position
Market Share: SZNE holds a niche market share within the broader sector rotation ETF landscape.
Total Net Assets (AUM): 177843927
Competitors
Key Competitors
- Invesco DWA Tactical Sector Rotation ETF (DWTR)
- FlexShares Morningstar VAR Allocation ETF (VAA)
- AGF U.S. Sector Rotation ETF (SECT)
Competitive Landscape
The competitive landscape includes ETFs with varying approaches to sector rotation. SZNE's equal-weighting and CFRA-Stovall Research methodology offers a distinct approach. Competitors have the advantages of liquidity or brand recognition.
Financial Performance
Historical Performance: Historical performance data should be analyzed from reliable sources to determine the ETF's returns over different time periods.
Benchmark Comparison: The ETF's performance should be compared to the CFRA-Stovall Research Equal Weight Seasonal Rotation Index to assess tracking effectiveness.
Expense Ratio: 0.75
Liquidity
Average Trading Volume
SZNE has an average trading volume that indicates moderate liquidity.
Bid-Ask Spread
The bid-ask spread may vary but typically is acceptable given the ETF's trading volume.
Market Dynamics
Market Environment Factors
Economic cycles, sector-specific growth, and investor sentiment influence SZNE's performance, as its strategy relies on sector rotation.
Growth Trajectory
SZNE's growth depends on the continued effectiveness of its seasonal rotation strategy and investor interest in tactical asset allocation.
Moat and Competitive Advantages
Competitive Edge
SZNE's primary advantage lies in its distinct seasonal rotation strategy based on CFRA-Stovall Research, offering a systematic approach to sector allocation. The equal weighting scheme provides diversification benefits within the selected sectors. The approach seeks to capture returns from historically observed seasonal trends, potentially outperforming static sector allocations. However, historical patterns are not guarantees of future results.
Risk Analysis
Volatility
SZNE's volatility is related to the volatility of the underlying sectors it holds, potentially leading to performance swings.
Market Risk
The ETF is exposed to market risk, particularly in the sectors it invests in, and the seasonal rotation strategy may not always be effective in all market conditions.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking tactical exposure to the market, utilizing a rules-based seasonal rotation strategy.
Market Risk
SZNE is suitable for investors seeking active management and tactical sector exposure, fitting both active traders and long-term investors with strategic intent.
Summary
SZNE is a tactical sector rotation ETF that invests based on historical seasonal performance. The equal weighting scheme provides diversification and its management focuses on trend following which may not always produce results. It is well suited for investors seeking a systematic sector allocation approach. Economic factors greatly affect sectors performance; market conditions must be considered before investments. Investor must understand market risks associated with sector specific assets
Peer Comparison
Sources and Disclaimers
Data Sources:
- Pacer ETFs Website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute financial advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Pacer CFRA-Stovall Equal Weight Seasonal Rotation
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index uses an objective, rules-based methodology to track the performance of a semi-annual rotation of certain sectors within the S&P 500 ® Equal Weight Index. The Advisor attempts to invest all, or substantially all, of its assets in the component securities that make up the fund"s underlying index or in one or more ETFs that track the performance of all or a portion of such component securities in the same approximate proportion as in the index.
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