Zacks Trust (SMIZ)

Overview

Zacks Trust is an ETF issuer, not an individual ETF. Therefore, an overview tailored to a specific ETF within the Zacks Trust cannot be provided. Zacks Trust offers a range of ETFs focused on various sectors and investment strategies.

Reputation and Reliability

Zacks Investment Management is known for its quantitative approach to investing and research-driven strategies. Their reputation varies based on the performance of their individual ETF products.

Management Expertise

Zacks Investment Management employs a team of investment professionals with expertise in quantitative analysis, portfolio management, and ETF product development.

Goal

The primary investment goal varies depending on the specific ETF within the Zacks Trust family. Each ETF has its own stated investment objective outlined in its prospectus.

Investment Approach and Strategy

Strategy: Zacks Trust ETFs utilize various strategies, including index tracking, active management, and quantitative screening, depending on the specific ETF.

Composition The asset composition varies significantly across Zacks Trust ETFs, encompassing stocks, bonds, and other asset classes based on the individual ETF's mandate.

Market Share: N/A - Zacks Trust is an issuer, not a single ETF with a market share.

Total Net Assets (AUM): N/A - This varies greatly depending on which Zacks Trust ETF is analyzed.

Key Competitors

• IVV
• SPY
• VTI
• QQQ

Competitive Landscape

The ETF market is highly competitive, with numerous providers offering similar products. Zacks Trust competes based on its investment strategies and niche market focus. A disadvantage of Zacks Trust is that it is smaller in AUM size and may have less liquidity compared to its competitors.

Historical Performance: Varies significantly for each Zacks Trust ETF. Needs to be assessed on a case-by-case basis.

Benchmark Comparison: Varies significantly for each Zacks Trust ETF. Needs to be assessed on a case-by-case basis against its appropriate benchmark.

Expense Ratio: Varies depending on the specific Zacks Trust ETF.

Average Trading Volume

Average trading volume varies widely among different ETFs within Zacks Trust's offerings, influencing the ease of buying or selling shares.

Bid-Ask Spread

The bid-ask spread reflects the difference between the highest price a buyer is willing to pay and the lowest price a seller will accept, impacting the cost of trading.

Market Environment Factors

Economic indicators, sector growth prospects, and overall market conditions influence the performance of individual Zacks Trust ETFs.

Growth Trajectory

Growth trends and patterns vary depending on the specific investment strategy and holdings of each ETF within the Zacks Trust family.

Competitive Edge

Zacks Trust ETFs often aim for competitive advantages through unique quantitative screening methodologies. Superior management is achieved by expert teams who aim to deliver enhanced returns, and certain ETFs may tap into niche market segments that other larger providers overlook. The trust's research-driven approach to investment selections may lead to better performance versus competitors. However, the competitive advantages will vary across individual products within Zacks Trust.

Volatility

Volatility varies depending on the specific assets held by each ETF within the Zacks Trust family.

Market Risk

Market risk depends on the underlying assets of each ETF; stock ETFs face equity market risk, while bond ETFs face interest rate risk.

Ideal Investor Profile

The ideal investor profile varies depending on the specific ETF; some ETFs may be suitable for long-term investors, while others may be more appropriate for active traders.

Market Risk

Suitability depends on the specific ETF and the investor's risk tolerance, time horizon, and investment goals.

Zacks Trust is an ETF issuer offering a variety of ETFs that focus on different strategies and asset classes. The performance, risk, and suitability vary widely among its ETF offerings. Investors should carefully consider the specific investment objective, strategy, and holdings of each Zacks Trust ETF before investing. Zacks Trust competes in the ETF market with a niche quantitative screening approach and research based model.

Data Sources:

• ETF.com
• Morningstar
• Zacks Investment Management Website

Disclaimers:

The data and analysis provided are for informational purposes only and should not be considered investment advice. Consult with a qualified financial advisor before making any investment decisions. Market share data is an approximation and may vary based on reporting source and methodology.