Zacks All Cap Core Fund Fundamentals
| CZOVX Fund | USD 30.76 0.10 0.33% |
Zacks All Cap Core fundamentals help investors to digest information that contributes to Zacks All's financial success or failures. It also enables traders to predict the movement of Zacks Mutual Fund. The fundamental analysis module provides a way to measure Zacks All's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Zacks All mutual fund.
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Zacks All Cap Core Mutual Fund Three Year Return Analysis
Zacks All's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Zacks All Three Year Return | 11.22 % |
Most of Zacks All's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Zacks All Cap Core is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
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Based on the latest financial disclosure, Zacks All Cap Core has a Three Year Return of 11.2205%. This is much higher than that of the Zacks Funds family and significantly higher than that of the Large Blend category. The three year return for all United States funds is notably lower than that of the firm.
Zacks All Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Zacks All's current stock value. Our valuation model uses many indicators to compare Zacks All value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Zacks All competition to find correlations between indicators driving Zacks All's intrinsic value. More Info.Zacks All Cap Core is fourth largest fund in annual yield among similar funds. It is rated below average in year to date return among similar funds creating about 6,241 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Zacks All's earnings, one of the primary drivers of an investment's value.Zacks Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Zacks All's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Zacks All could also be used in its relative valuation, which is a method of valuing Zacks All by comparing valuation metrics of similar companies.Zacks All is rated below average in three year return among similar funds.
Fund Asset Allocation for Zacks All
The fund consists of 97.09% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Zacks All's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Zacks Fundamentals
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 31.20 % | ||||
| One Year Return | 37.78 % | ||||
| Three Year Return | 11.22 % | ||||
| Five Year Return | 15.10 % | ||||
| Ten Year Return | 11.34 % | ||||
| Net Asset | 52.72 M | ||||
| Minimum Initial Investment | 5 K | ||||
| Last Dividend Paid | 0.17 | ||||
| Cash Position Weight | 2.86 % | ||||
| Equity Positions Weight | 97.09 % |
About Zacks All Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Zacks All Cap Core's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Zacks All using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Zacks All Cap Core based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund pursues its investment objectives by applying a hybrid research process, which uses both quantitative and qualitative criteria. The Advisor uses the Zacks Rank, a proprietary model, to quantitatively assess the attractiveness of a large universe of stocks based primarily on an analysis of changing patterns of earnings estimates for a company. It invests primarily in equity securities of U.S. issuers. The fund also may invest in equity securities of Canadian issuers and American Depository Receipts .
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Zacks Mutual Fund
Zacks All financial ratios help investors to determine whether Zacks Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Zacks with respect to the benefits of owning Zacks All security.
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