Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Pacer Lunt Large Cap Alternator ETF (ALTL)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
09/17/2025: ALTL (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 20.39% | Avg. Invested days 73 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 09/17/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.84 | 52 Weeks Range 31.24 - 39.93 | Updated Date 06/29/2025 |
52 Weeks Range 31.24 - 39.93 | Updated Date 06/29/2025 |
Upturn AI SWOT
Pacer Lunt Large Cap Alternator ETF
ETF Overview
Overview
The Pacer Lunt Large Cap Alternator ETF (ALTL) seeks capital appreciation by strategically investing in the top 200 market-cap companies in the United States and systematically rotates between the top performing half (momentum) and bottom performing half (value). The fund uses rules-based strategy with a blend of momentum and value factors applied to large-cap U.S. equities.
Reputation and Reliability
Pacer ETFs is a reputable issuer known for its trend-following and rules-based ETFs.
Management Expertise
Pacer ETFs has a dedicated team with expertise in quantitative analysis and portfolio management.
Investment Objective
Goal
Seeks capital appreciation by systematically rotating between momentum and value stocks in the large-cap market.
Investment Approach and Strategy
Strategy: ALTL employs a quantitative, rules-based strategy that alternates between momentum and value stocks based on relative performance.
Composition The ETF holds a diversified portfolio of large-cap U.S. equities selected based on momentum and value factors.
Market Position
Market Share: ALTL's market share within the alternative strategy ETF segment is relatively small compared to broader large-cap ETFs.
Total Net Assets (AUM): 149700000
Competitors
Key Competitors
- Invesco S&P 500 Momentum ETF (SPMO)
- iShares MSCI USA Momentum Factor ETF (MTUM)
- Vanguard Value ETF (VTV)
Competitive Landscape
The ETF industry is highly competitive with several established players offering similar large-cap exposure, momentum, and value strategies. ALTL differentiates itself through its alternating strategy. Competitors may have lower expense ratios or longer track records, providing them an advantage over ALTL.
Financial Performance
Historical Performance: Historical performance data can be obtained from financial websites. Due to the ETF's newer status, long-term performance metrics are limited.
Benchmark Comparison: Performance should be compared against a blend of large-cap value and momentum benchmarks to assess effectiveness.
Expense Ratio: 0.75
Liquidity
Average Trading Volume
The ETF's average trading volume indicates moderate liquidity but may be less liquid than more popular large-cap ETFs.
Bid-Ask Spread
The bid-ask spread reflects the cost of trading and varies, typically wider than highly liquid, established ETFs.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, and investor sentiment towards value and momentum stocks influence ALTL's performance.
Growth Trajectory
Growth depends on the fund's ability to effectively capture returns from alternating between value and momentum and its ability to attract investors seeking this strategy.
Moat and Competitive Advantages
Competitive Edge
ALTL's competitive edge lies in its unique alternating strategy between momentum and value factors, which aims to capitalize on changing market dynamics. This strategy sets it apart from traditional momentum or value ETFs by dynamically adjusting its exposure. The rules-based approach removes human bias, potentially improving consistency. The fund's innovative approach is not found in many other large-cap ETFs.
Risk Analysis
Volatility
Volatility is influenced by market conditions and the performance of its underlying momentum and value stocks.
Market Risk
Market risk includes potential losses due to economic downturns, sector-specific challenges, and changes in investor sentiment towards large-cap equities, momentum or value investment styles.
Investor Profile
Ideal Investor Profile
The ideal investor is one who seeks capital appreciation through a dynamic factor-based approach and understands the risks associated with momentum and value investing.
Market Risk
This ETF is suitable for investors seeking a tactical allocation to large-cap U.S. equities and who are comfortable with periodic portfolio adjustments, and its intended for long term investor with moderate risk tolerance.
Summary
The Pacer Lunt Large Cap Alternator ETF (ALTL) offers a unique strategy by systematically rotating between momentum and value stocks within the large-cap U.S. equity market. This strategy aims to enhance returns by capitalizing on the strengths of both investment styles. However, its relatively high expense ratio and lower liquidity are important considerations. ALTL could appeal to investors seeking active management within a rules-based framework and exposure to the momentum and value factor rotation, however its market share is negligibly small with a higher expense ratio when compared to its competitors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Pacer ETFs official website
- Financial data providers (e.g., Bloomberg, Yahoo Finance)
- ETF.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on your own research and risk tolerance.
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 Lunt Large Cap Alternator ETF
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 provide exposure to large-capitalization U.S. companies. Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of large cap companies. It is non-diversified.
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.