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Upturn AI SWOT - About
Invesco Zacks Mid-Cap ETF (CZA)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
04/01/2025: CZA (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 1.55% | Avg. Invested days 35 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 2694 | Beta 0.91 | 52 Weeks Range 93.88 - 112.30 | Updated Date 04/2/2025 |
52 Weeks Range 93.88 - 112.30 | Updated Date 04/2/2025 |
Upturn AI SWOT
Invesco Zacks Mid-Cap ETF
ETF Overview
Overview
The Invesco Zacks Mid-Cap ETF (IWR) tracks the Zacks Mid-Cap Index, providing exposure to U.S. mid-cap stocks selected based on their potential for price appreciation. The fund employs a full replication strategy, holding all or substantially all of the securities in the underlying index. It offers diversified exposure to the mid-cap segment of the U.S. equity market.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation for offering a wide range of ETFs and investment products.
Management Expertise
Invesco has experienced portfolio managers and analysts who manage their ETF offerings. Their investment teams possess deep knowledge of financial markets and ETF management.
Investment Objective
Goal
To track the investment results of the Zacks Mid-Cap Index.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the Zacks Mid-Cap Index, which is designed to represent the performance of mid-capitalization companies that meet certain liquidity and financial soundness criteria.
Composition The ETF primarily holds stocks of mid-sized U.S. companies, representing a diversified portfolio across various sectors.
Market Position
Market Share: Market share data not available without live data access.
Total Net Assets (AUM): 103.35
Competitors
Key Competitors
- IVOO
- IJH
- VO
- MDY
- XJH
Competitive Landscape
The mid-cap ETF market is competitive, with several major players. IWR competes with other ETFs that track similar mid-cap indices. Its advantages and disadvantages would depend on factors such as tracking error, expense ratio, and index methodology.
Financial Performance
Historical Performance: Historical performance data not available without live data access.
Benchmark Comparison: Benchmark comparison data not available without live data access.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
Average trading volume data is not available without live data access.
Bid-Ask Spread
Bid-ask spread data is not available without live data access.
Market Dynamics
Market Environment Factors
Economic indicators like GDP growth, interest rates, and inflation, along with sector-specific trends, influence the performance of mid-cap stocks within IWR.
Growth Trajectory
Growth trends depend on the overall health of the U.S. economy and investor sentiment towards mid-cap stocks; changes in the Zacks Mid-Cap Index methodology and holdings can also affect its trajectory.
Moat and Competitive Advantages
Competitive Edge
IWR's competitive edge lies in tracking the Zacks Mid-Cap Index, which focuses on companies with strong earnings and growth potential. The ETF's relatively low expense ratio can attract cost-conscious investors. Invesco's established brand and distribution network provide further advantages. The fund offers a targeted approach to mid-cap investing, potentially leading to outperformance compared to broader market ETFs. Its specific index methodology may appeal to investors seeking a more active or factor-based approach within the mid-cap space.
Risk Analysis
Volatility
Volatility data not available without live data access.
Market Risk
The ETF is subject to market risk, as the value of its holdings can fluctuate based on economic conditions, investor sentiment, and company-specific factors. Mid-cap stocks are generally more volatile than large-cap stocks.
Investor Profile
Ideal Investor Profile
The ideal investor for IWR is someone seeking exposure to the U.S. mid-cap equity market with a focus on companies exhibiting strong earnings and growth potential.
Market Risk
IWR is suitable for long-term investors seeking capital appreciation and diversification within their portfolio. It is suitable for investors who are comfortable with moderate risk associated with mid-cap stocks.
Summary
The Invesco Zacks Mid-Cap ETF (IWR) offers a targeted approach to investing in U.S. mid-cap stocks. By tracking the Zacks Mid-Cap Index, it provides exposure to companies with strong earnings and growth potential. It suits long-term investors seeking capital appreciation through mid-cap equities. While offering diversification, investors should understand the risks associated with mid-cap stocks and broader market conditions. Invesco's reputation and the ETF's reasonable expense ratio make it a competitive choice within the mid-cap ETF landscape.
Similar Companies
- IVOO
- IJH
- VO
- MDY
- XJH
Sources and Disclaimers
Data Sources:
- Invesco Website
- ETF.com
- etfdb.com
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market share and liquidity data may vary. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Invesco Zacks Mid-Cap ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index, as well as American depositary receipts (ADRs) that represent securities in the underlying index. The underlying index is composed of 100 securities that Zacks selects from a universe of mid-capitalization securities including common stocks, master limited partnerships (MLPs), ADRs, real estate investment trusts (REITs) and business development companies (BDCs).
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