Key stats
About Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
Expense ratio
0.60%
Home page
Inception date
Jul 23, 2018
SZNE is based on research from CFRA suggesting that certain sectors tend to outperform at specific times of the year. The funds underlying index rotates exposure semi-annually between six GICS sectors, with the aim of outperforming the S&P 500 over time. From November 1st to April 30th the fund holds equal exposure to stocks in the consumer discretionary, industrial, materials, and information technology sectors. From May 1st to October 31st the fund rotates the exposure to consumer staples and health care. SZNE uses individual stocks instead of funds, and should have lower turnover.
Classification
What's in the fund
Exposure type
Electronic Technology
Process Industries
Technology Services
Producer Manufacturing
Stock breakdown by region
