Zacks Trust Etf Profile

SMIZ Etf   36.44  0.21  0.57%   

Performance

14 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 9

 
High
 
Low
Low
Zacks Trust is trading at 36.44 as of the 28th of November 2024; that is 0.57 percent down since the beginning of the trading day. The etf's open price was 36.65. Zacks Trust has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. Equity ratings for Zacks Trust are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2022 and ending today, the 28th of November 2024. Click here to learn more.
Zacks Trust is entity of United States. It is traded as Etf on NYSE ARCA exchange. More on Zacks Trust

Moving together with Zacks Etf

  0.99VO Vanguard Mid CapPairCorr
  0.99VXF Vanguard Extended MarketPairCorr
  0.99IJH iShares Core SPPairCorr
  0.99IWR iShares Russell Mid Sell-off TrendPairCorr
  0.99MDY SPDR SP MIDCAPPairCorr
  0.95FV First Trust DorseyPairCorr

Moving against Zacks Etf

  0.74BND Vanguard Total BondPairCorr
  0.58VEA Vanguard FTSE DevelopedPairCorr

Zacks Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationSmall & Mid Caps ETFs, Size And Style ETFs, Mid-Cap Blend (View all Sectors)
IssuerZacks Investment Management
Inception Date2023-10-03
Entity TypeRegulated Investment Company
Asset Under Management96.65 Million
Asset TypeEquity
CategorySize and Style
FocusSmall & Mid Caps
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorUltimus Fund Solutions, LLC
AdvisorZacks Investment Management, Inc.
CustodianBrown Brothers Harriman & Co.
DistributorForeside Fund Services, LLC
Portfolio ManagerMitch Zacks
Transfer AgentBrown Brothers Harriman & Co.
Fiscal Year End31-Jan
ExchangeNYSE Arca, Inc.
Number of Constituents198
Market MakerVirtu Financial
Total Expense1.47
Management Fee0.44
200 Day M A31.692
Country NameUSA
50 Day M A33.8716
CodeSMIZ
Updated At27th of November 2024
Returns Y T D28.3
NameZacks Trust
Currency NameUS Dollar
Currency CodeUSD
Open FigiBBG01JLG9QX5
TypeETF
1y Volatility16.47
Zacks Trust [SMIZ] is traded in USA and was established null. The fund is listed under Mid-Cap Blend. The entity is thematically classified as Small & Mid Caps ETFs. Zacks Trust at this time have in assets. with the current yeild of 0.0%, while the total return for the last year was 40.3%.
Check Zacks Trust Probability Of Bankruptcy

Geographic Allocation (%)

Zacks Trust Currency Exposure

Zacks Trust holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of Zacks Trust will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in Zacks Trust.

Top Zacks Trust Etf Constituents

SNVSynovus Financial CorpStockFinancials
UHSUniversal Health ServicesStockHealth Care
EFREnergy FuelsStockEnergy
HRTXHeron TherapeutiStockHealth Care
MSGSMadison Square GardenStockCommunication Services
TWLOTwilio IncStockInformation Technology
STNEStoneCoStockIndustrials
POWLPowell IndustriesStockIndustrials
More Details

Zacks Trust Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Zacks Trust. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

Zacks Trust Against Markets

When determining whether Zacks Trust offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Zacks Trust's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Zacks Trust Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Zacks Trust Etf:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Zacks Trust. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.
You can also try the Stock Tickers module to use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites.
The market value of Zacks Trust is measured differently than its book value, which is the value of Zacks that is recorded on the company's balance sheet. Investors also form their own opinion of Zacks Trust's value that differs from its market value or its book value, called intrinsic value, which is Zacks Trust's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Zacks Trust's market value can be influenced by many factors that don't directly affect Zacks Trust's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Zacks Trust's value and its price as these two are different measures arrived at by different means. Investors typically determine if Zacks Trust is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Zacks Trust's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.