Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Highlights
- Fund Details
Pacer Lunt Large Cap Alternator ETF(ALTL)
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 ALTL
09/15/2026: ALTL (1-star) is currently NOT-A-BUY. Pass it for now.
Pacer Lunt Large Cap Alternator ETF (ALTL) provides systematic exposure to the S&P 500 by dynamically rotating between high-beta and low-volatility sub-portfolios. This rules-based strategy aims to capture market momentum while mitigating risk, making it a valuable tool for investors seeking an automated, factor-based approach. While it offers unique diversification benefits and removes emotional bias, it carries a higher expense ratio than passive funds and may underperform during periods of rapid, inconsistent market shifts. It is best suited for medium-to-long-term investors who want to balance growth and volatility management within their large-cap equity allocation, provided they monitor the signal-driven performance shifts.
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 only captures growth during periods where the High-Beta signal is active. |
| Momentum investor | Strong fit while signal remains positive | The rotation mechanism is essentially a momentum play on factor relative strength. |
| Value investor | Mixed fit | Value stocks may be represented in the Low-Volatility cohort, but value is not the primary mandate. |
| Dividend/Income investor | Mixed fit | The fund is not designed for income, though low-volatility stocks often pay dividends. |
| Low-risk investor | Strong fit while signal remains positive | When the strategy identifies a high-risk environment, it tilts toward low-volatility, serving risk-averse objectives. |
Investor Profile
Ideal Investor Profile
An investor seeking a systematic, hands-off approach to capturing factor premiums without needing to personally time market regime shifts.
Suitability
Best for long-term investors looking to augment a core portfolio with a dynamic, factor-rotating component.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | The rotation between high-beta and low-volatility can result in significant variance in fund returns. |
| Market risk | High | The fund is fully invested in equities and susceptible to broad market downturns. |
| Concentration | Medium | It is concentrated in S&P 500 stocks, limiting exposure to small-cap or international markets. |
| Tracking/expense | Low | The expense ratio is transparent, but tracking error may occur during rapid regime shifts. |
| Liquidity | Low | The underlying assets are highly liquid, minimizing execution risk. |
| Business/sector quality | Medium | The strategy may occasionally over-allocate to specific sectors based on factor signals, increasing sector-specific risk. |
Risk Analysis
Volatility
ALTL's volatility is managed through its rotation strategy; however, it remains susceptible to the volatility inherent in S&P 500 stocks.
Market Risk
The fund carries systemic market risk as its performance is tied to the movement of large-cap US equities.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | S&P 500 constituents (High-Beta or Low-Volatility rotated sub-portfolio) | 99 | The fund holds a rotating selection of large-cap stocks from the S&P 500 to capture performance based on changing market regimes. |
| Cash/collateral | Cash and cash equivalents | 1 | Minor cash reserves are maintained for operational liquidity. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 13.86% | Avg. Invested days 75 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/15/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 15, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $86.65M |
| Issuer | Pacer |
| Expense Ratio | 0.6% |
| Distribution Yield | 0.95% |
| Inception | Jun 24, 2020 |
Performance
| Period | Total Return |
|---|---|
| YTD | +6.93% |
| 1 Year | +11.40% |
| 3 Year | +9.16% |
| 5 Year | +2.54% |
| 10 Year | +0.00% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 19.16% |
| 3Y Volatility | 16.76% |
| 3Y Sharpe Ratio | 0.31 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mid Cap | 66.10% |
| Large Cap | 21.20% |
| Small Cap | 8.38% |
| Mega Cap | 4.32% |
Top Sectors
| Sector | Weight |
|---|---|
| Utilities | 26.91% |
| Financial Services | 24.27% |
| Real Estate | 17.04% |
| Industrials | 12.84% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 19.36x |
| Portfolio P/B | 2.33x |
| Portfolio P/S | 2.9x |
| Holdings Turnover | 3.84% |
Top Holdings
| Holding | Weight |
|---|---|
| Berkshire Hathaway | 1.40% |
| FirstEnergy | 1.27% |
| Regency Centers | 1.27% |
| Duke Energy | 1.27% |
| WEC Energy Group | 1.27% |
Upturn AI Summary
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.