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Upturn AI Summary
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
09/28/2026: ALTL (1-star) is currently NOT-A-BUY. Pass it for now.
The Pacer Lunt Large Cap Alternator ETF (ALTL) provides a systematic, rules-based approach to large-cap equity investing by alternating between growth-focused and defensive multi-factor strategies based on quantitative signals. Its primary strength lies in its ability to dynamically adapt to shifting market environments, potentially reducing volatility compared to pure buy-and-hold strategies. It serves as a tactical portfolio component rather than a core broad-market holding, carrying risks related to strategy underperformance and higher expense ratios. The fund is well-suited for investors who seek to incorporate systematic risk-management into their equity allocations and who believe in the efficacy of quantitative rotation models.
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 | The fund includes a growth-focused component that aims to capture upside when market momentum is strong. |
| Momentum investor | Strong fit while signal remains positive | The 'Alternator' strategy relies on relative strength signals to shift the portfolio, making it attractive to those who believe in momentum-based rotation. |
| Value investor | Mixed fit | While the multi-factor component incorporates value, the fund's primary focus is on tactical rotation rather than pure value investing. |
| Dividend/Income investor | Mixed fit | The fund does not explicitly target high dividend yields, making it less suitable for income-focused portfolios. |
| Low-risk investor | Mixed fit | While designed for risk management, the equity-only nature of the underlying holdings still exposes investors to significant market volatility. |
Investor Profile
Ideal Investor Profile
Investors seeking an equity-based tactical tool who want to automate the decision of when to be aggressive (growth) versus when to be defensive.
Suitability
Best for long-term investors comfortable with smart-beta strategies; not intended for high-frequency day trading.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | As an equity-focused fund, it is subject to the inherent price swings of the large-cap stock market. |
| Market risk | High | Systemic market declines will impact the fund regardless of its internal rotation strategy. |
| Concentration | Medium | The fund rotates between specific sets of stocks, which may lead to periods of relative sector or factor concentration. |
| Tracking/expense | Medium | The active switching strategy entails higher management fees than standard passive index funds. |
| Liquidity | Low | The fund's underlying large-cap assets generally offer high liquidity, minimizing redemption risks. |
| Business/sector quality | Medium | The quality of the holdings depends on the underlying index selection criteria which may tilt toward specific segments. |
Risk Analysis
Volatility
ALTL's volatility is tied to its rotation strategy, which aims to dampen swings but remains equity-market dependent.
Market Risk
The primary risk is a broad market downturn, as the fund remains fully invested in large-cap stocks.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large-Cap Equities (Rotation Strategy) | 99 | The fund invests primarily in large-cap US stocks, dynamically switching between high-growth and defensive multi-factor portfolios. |
| Cash/collateral | Cash and Cash Equivalents | 1 | A small portion of the fund is held in cash to manage daily liquidity and transition costs. |
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 09/28/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 29, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $83.63M |
| Issuer | Pacer |
| Expense Ratio | 0.6% |
| Distribution Yield | 0.95% |
| Inception | Jun 24, 2020 |
Performance
| Period | Total Return |
|---|---|
| YTD | +3.19% |
| 1 Year | +5.10% |
| 3 Year | +10.08% |
| 5 Year | +2.01% |
| 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 | 65.97% |
| Large Cap | 21.33% |
| Small Cap | 8.31% |
| Mega Cap | 4.40% |
Top Sectors
| Sector | Weight |
|---|---|
| Utilities | 26.29% |
| Financial Services | 24.14% |
| Real Estate | 17.02% |
| Industrials | 13.11% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 19.44x |
| Portfolio P/B | 2.35x |
| Portfolio P/S | 2.9x |
| Holdings Turnover | 3.84% |
Top Holdings
| Holding | Weight |
|---|---|
| Berkshire Hathaway | 1.44% |
| Regency Centers | 1.29% |
| WEC Energy Group | 1.26% |
| Evergy | 1.25% |
| Duke Energy | 1.25% |
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.
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