Zacks Trust Etf Profile
| ZECP Etf | USD 32.25 0.11 0.34% |
Performance14 of 100
| Odds Of DistressLess than 9
|
Zacks Trust is selling at 32.25 as of the 30th of November 2024; that is 0.34 percent increase since the beginning of the trading day. The etf's last reported lowest price was 32.2. 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 3rd of June 2024 and ending today, the 30th of November 2024. Click here to learn more.
The advisor pursues the funds investment objective by constructing a portfolio of companies that exhibit a track record of moving through recessionary periods with little to minimal impact on aggregate earnings growth relative to the overall equity market. More on Zacks Trust
Moving together with Zacks Etf
Zacks Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Strategy ETFs, Broad Equity ETFs, Large Blend, Zacks Funds (View all Sectors) |
| Issuer | Zacks Investment Management |
| Inception Date | 2021-08-24 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 200.76 Million |
| Asset Type | Equity |
| Category | Broad Equity |
| Focus | Strategy |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | Ultimus Fund Solutions, LLC |
| Advisor | Zacks Investment Management, Inc. |
| Custodian | Brown Brothers Harriman & Co. |
| Distributor | Foreside Fund Services, LLC |
| Portfolio Manager | Mitch Zacks |
| Transfer Agent | Brown Brothers Harriman & Co. |
| Fiscal Year End | 30-Jun |
| Exchange | Cboe BZX Exchange, Inc. |
| Number of Constituents | 62.0 |
| Market Maker | GTS |
| Total Expense | 1.93 |
| Management Fee | 0.44 |
| Country Name | USA |
| Returns Y T D | 23.47 |
| Name | Zacks Trust - Zacks Earnings Consistent Portfolio ETF |
| Currency Code | USD |
| Open Figi | BBG01292JZ57 |
| In Threey Volatility | 15.36 |
| 1y Volatility | 8.99 |
| 200 Day M A | 29.1548 |
| 50 Day M A | 31.0406 |
| Code | ZECP |
| Updated At | 30th of November 2024 |
| Currency Name | US Dollar |
| Type | ETF |
Zacks Trust [ZECP] is traded in USA and was established 2021-08-23. The fund is listed under Large Blend category and is part of Zacks Funds family. The entity is thematically classified as Strategy ETFs. Zacks Trust at this time have 13.38 M in net assets. , while the total return for the last 3 years was 9.1%.
Check Zacks Trust Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Zacks Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Zacks Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Zacks Trust Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Zacks Trust Etf Constituents
| AWK | American Water Works | Stock | Utilities | |
| LH | Laboratory of | Stock | Health Care | |
| RTX | Raytheon Technologies Corp | Stock | Industrials | |
| PEP | PepsiCo | Stock | Consumer Staples | |
| CHD | Church Dwight | Stock | Consumer Staples | |
| MMC | Marsh McLennan Companies | Stock | Financials | |
| MCO | Moodys | Stock | Financials | |
| ORCL | Oracle | Stock | Information Technology |
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.
| Risk Adjusted Performance | 0.1268 | |||
| Jensen Alpha | 0.0018 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.05) |
Zacks Trust Against Markets
Check out Your Current Watchlist 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 main economic indicators. You can also try the Sectors module to list of equity sectors categorizing publicly traded companies based on their primary business activities.
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.