CORPORATE
Explore Investment
Investment Portfolios
Moderate
Pacer COWZ
A strategy-driven exchange traded fund that aims to provide capital appreciation over time by screening the Russell 1000 for the top 100 companies based on free cash flow yield.
APY* since live date of 16 Dec, 2016
6.02%
APY* since data start date of 31 Dec, 2004
5.47%
Moderate
S&P 500
An index that tracks the performance of the top 500 companies in the United States.
APY* using live data, since 31 Dec, 2004
5.91%
Growth
Nasdaq 100
An index that includes 100 of the largest non-financial domestic and international companies.
APY* using live data, since 31 Dec, 2004
6.45%
Conservative
Gold
Provides exposure to price of gold through an exchange traded fund.
APY* using live data, since 31 Dec, 2004
6.09%
Conservative
EAFE
An index that tracks the performance of large- and mid-cap international companies, excluding the U.S. and Canada.
APY* using live data, since 31 Dec, 2004
4.20%
Growth
Russell 2000
An index that tracks the performance of 2000 small-cap companies within the broader Russell 3000 Index.
APY* using live data, since 31 Dec, 2004
4.26%
Growth
EM
The EM Portfolio invests in companies from emerging markets, capturing the growth potential of developing economies.
APY* using live data, since 31 Dec, 2004
4.63%
Moderate
Bearish Digital
Provides a payout for each annual period in which the S&P 500 is flat or declines, calculated separately for each monthly inception date (maximum payout 9.85% per year).
APY* using live data, since 31 Dec, 2004
1.86%
Coming Soon
Pacer COWG
A strategy-driven exchange traded fund that aims to identify top growth companies in the Russell 1000 by screening for above average free cash flow margin.
APY* since live date of 21 Dec, 2022
9.27%
APY* since data start date of 31 Dec, 2004
5.66%
Coming Soon
Pacer LCOW
A strategy-driven exchange traded fund that aims to provide capital appreciation over time by screening the S&P 500 for 100 companies with at least 10 years of consecutive positive free cash flow and the highest free cash flow quality score.
APY* since live date of 6 May, 2025
N/A
This value cannot be calculated until sufficient live data is available to accurately represent the account.
APY* since data start date of 31 Dec, 2004
6.27%
Coming Soon
Pacer TRFK
A rules-based exchange traded fund that aims to offer investors exposure to globally-listed stocks and depository receipts of data and digital revolution companies.
APY* since live date of 8 Jun, 2022
13.50%
APY* since data start date of 31 Dec, 2004
6.45%
Coming Soon
COWZ + COWG + LCOW
A combination of three exchange traded funds that aim to provide capital appreciation over time by screening the Russell 1000 and S&P 500 for companies with either impressive free cash flow yield or impressive free cash flow margin.
APY* since live date of 6 May, 2025
N/A
This value cannot be calculated until sufficient live data is available to accurately represent the account.
APY* since data start date of 31 Dec, 2004
5.68%
Save Investment Portfolio Approach
Asset Scoring
We assess the desirability of each asset using quantitative techniques, utilizing several approaches across our portfolios, such as trend measurement, macro factors, and natural language processing.
Risk-Based Weighting
The more desirable assets get more risk allocation and therefore play a greater role in driving portfolio returns. The risk contribution of each asset can be calculated using asset weights, volatilities, and correlations.
Volatility Control
We assess the expected volatility of the overall portfolio using the risk-based asset weights, along with asset volatilities and correlations. Then the overall portfolio exposure level is determined daily to target a stable level of realized volatility.
Investment Portfolio Analysis
This section provides historical returns analysis of the Save Portfolios (back-tested and live), as
well as return attribution.
Pacer COWZ
APY