PSFO Profile
The Pacer Swan SOS Flex (October) ETF is an actively managed exchange-traded fund (ETF) designed to provide investors with a sophisticated approach to managing market risk. Under normal market conditions, the fund allocates a substantial portion of its assets to Flexible Exchange Options (FLEX Options) that reference the market price of the SPDR S&P 500 ETF Trust. FLEX Options are notable for their customizable features, including adjustable exercise prices, styles, and expiration dates, which allow for tailored risk management strategies.
The primary aim of the fund is to offer downside protection while preserving capital through a conservative investment strategy. By utilizing FLEX Options linked to the SPDR S&P 500 ETF Trust, the fund seeks to mitigate potential losses in adverse market conditions. The flexibility of FLEX Options enables the fund to construct strategies that are aligned with its risk management objectives, providing investors with a tool to navigate market volatility effectively.
As an actively managed ETF, the Pacer Swan SOS Flex (October) ETF benefits from dynamic oversight and frequent adjustments to its holdings. The management team continuously monitors market conditions and adjusts the funds FLEX Options positions to maintain alignment with its conservative strategy. This active management approach is designed to optimize the funds performance while adhering to its focus on risk reduction and capital preservation.
The fund is classified as non-diversified, meaning it does not concentrate its investments in a specific sector or number of securities. Instead, it relies on the strategic use of FLEX Options to achieve its investment goals. This approach offers investors a method to potentially safeguard their portfolios from market downturns while leveraging a sophisticated options strategy to manage risk and enhance stability in their investment holdings.
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