Key stats
About Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
Home page
Inception date
Jul 23, 2018
Structure
Open-Ended Fund
Replication method
Physical
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Pacer Advisors, Inc.
Distributor
Pacer Financial, Inc.
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.
Related funds
Classification
What's in the fund
Exposure type
Consumer Non-Durables
Health Technology
Retail Trade
Stock breakdown by region
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.
Frequently Asked Questions
An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
SZNE trades at 34.60 USD today, its price has fallen −0.75% in the past 24 hours. Track more dynamics on SZNE price chart.
SZNE net asset value is 34.86 today — it's risen 1.80% over the past month. NAV represents the total value of the fund's assets less liabilities and serves as a gauge of the fund's performance.
SZNE assets under management is 17.46 M USD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
SZNE price has risen by 0.87% over the last month, and its yearly performance shows a −4.46% decrease. See more dynamics on SZNE price chart.
NAV returns, another gauge of an ETF dynamics, showed a 5.58% increase in three-month performance and has decreased by −3.24% in a year.
NAV returns, another gauge of an ETF dynamics, showed a 5.58% increase in three-month performance and has decreased by −3.24% in a year.
SZNE fund flows account for −18.21 M USD (1 year). Many traders use this metric to get insight into investors' sentiment and evaluate whether it's time to buy or sell the fund.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
SZNE invests in stocks. See more details in our Analysis section.
SZNE expense ratio is 0.60%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, SZNE isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
In some ways, ETFs are safe investments, but in a broader sense, they're not safer than any other asset, so it's crucial to analyze a fund before investing. But if your research gives a vague answer, you can always refer to technical analysis.
Today, SZNE technical analysis shows the neutral rating and its 1-week rating is sell. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating SZNE shows the sell signal. See more of SZNE technicals for a more comprehensive analysis.
Today, SZNE technical analysis shows the neutral rating and its 1-week rating is sell. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating SZNE shows the sell signal. See more of SZNE technicals for a more comprehensive analysis.
Yes, SZNE pays dividends to its holders with the dividend yield of 1.09%.
SZNE trades at a premium (0.00%).
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
SZNE shares are issued by Pacer Advisors, Inc.
SZNE follows the Pacer CFRA-Stovall Equal Weight Seasonal Rotation Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Jul 23, 2018.
The fund's management style is passive, meaning it's aiming to replicate the performance of the underlying index by holding assets in the same proportions as the index. The goal is to match the index's returns.