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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
10/27/2026: 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, alternating its portfolio between low-volatility and high-beta factor buckets based on a quantitative signal. Its primary strength lies in its rules-based methodology, which aims to optimize exposure across market regimes, offering a hands-off tactical approach for investors. It is best suited for long-term participants looking to enhance their core equity allocation with factor rotation. However, investors should note that its higher expense ratio and the potential for strategy 'whipsaw' in sideways markets are key risks. Monitoring the fund's signal effectiveness and relative performance compared to the broader S&P 500 is essential for evaluating its role in a portfolio.
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 | Exposure is limited to the high-beta component during growth phases. |
| Momentum investor | Strong fit while signal remains positive | The core strategy is built on momentum-based signal detection. |
| Value investor | Mixed fit | Value stocks are not the primary focus, though low-volatility components may overlap with value characteristics. |
| Dividend/Income investor | Weak fit | The primary goal is capital appreciation via cycle rotation, not dividend yield. |
| Low-risk investor | Strong fit while signal remains positive | The fund pivots to low-volatility holdings when market risk signals increase. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone who believes in factor-based strategy rotation but prefers a systematic, rules-based approach over manual adjustments.
Suitability
Best for long-term investors seeking to augment core equity holdings with a tactical, rule-based risk management tool.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | The high-beta component significantly increases portfolio volatility during aggressive phases. |
| Market risk | High | As an equity-based fund, it remains fully exposed to systemic market downturns regardless of the internal allocation. |
| Concentration | Medium | The fund shifts between two specific factor indices, which may deviate from broad market returns. |
| Tracking/expense | Medium | The higher expense ratio compared to passive indices creates a performance hurdle. |
| Liquidity | Low | Underlying holdings in the S&P 500 are highly liquid, reducing liquidity risk for the ETF. |
| Business/sector quality | Medium | Performance is dependent on the signal's ability to time market regime changes effectively. |
Risk Analysis
Volatility
ALTL's volatility is variable; it oscillates between low when in the defensive mode and high when in the aggressive mode.
Market Risk
The fund is fully invested in equities, meaning it remains susceptible to the general market risk of the S&P 500 universe.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Equity | Large Cap | US Market | S&P 500 Low Volatility Index (Defensive) | 50 | This component provides exposure to lower-volatility stocks designed to outperform in declining or uncertain markets. |
| Equity | Large Cap | US Market | S&P 500 High Beta Index (Aggressive) | 50 | This component provides exposure to high-beta stocks designed to outperform during strong bull market trends. |
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 10/27/2026 |
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